Hedge fund guru Ray Dalio says cash and bonds are both “terrible” investments right now. Dalio tells CNBC that with interest rates kept artificially low by the Federal Reserve, investors have been reaching for return in other areas, driving asset prices up. He also says “there’s the beginning of a leveraging process” going on. Those […]
Read more
Archive by Author
Why Value Investing Is More Relevant Than Ever
May 22, 2013 
0 Comments
Value stocks have collectively lagged growth stocks by a decent margin over the past five years, leading many to question whether value approaches still work. In a piece written for Institutional Investor, however, Joseph G. Paul and Kevin Simms of AllianceBernstein say the discipline is alive and well — and more relevant than ever. Paul […]
Read moreGuru Strategy Ratings: WFC, T-Mobile On The Move
May 21, 2013 0 Comments
Each week, we take a look at which stocks John Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some of the stocks John’s strategies have upgraded or downgraded today.
Read moreBirinyi On Why The Bull Won’t Stop Here
May 20, 2013 1 Comment
Strategist Laszlo Birinyi sees stocks going higher, backed by good fundamentals and good sentiment conditions. Birinyi tells Bloomberg that many investors are still “fighting the tape”, and that sentiment thus hasn’t gotten too frothy. He says fundamentals are getting better, with key companies within the S&P 500 — like Google — performing well. Birinyi says […]
Read moreFinding Growth In A Slow-Growth Economy
May 17, 2013 0 Comments
Growth has been sluggish in the United States for some time now. But in a recent Seeking Alpha column, Validea CEO John Reese says that doesn’t mean there’s no growth to be had for investors. “While the broader economy continues its muddle-through advance, many individual companies are putting up some very impressive growth numbers,” Reese […]
Read moreGross: Bond Bull Is Ending
May 16, 2013 0 Comments
PIMCO “bond king” Bill Gross says that the bull market in bonds is ending. Gross tells Bloomberg that, without additional quantitative easing, he thinks treasury bonds will decline in yield as the economy slows, which will push credit spreads higher. He sees a 12-month period ahead where combined treasury, corporate, and high yield bonds “don’t […]
Read moreThe Benefits of Self-Doubt
May 16, 2013 0 Comments
Warren Buffett and Ray Dalio are two of the most well-known, successful investors in the world. And The Wall Street Journal’s Jason Zweig says they have at least one key trait in common: They are open to criticism and self-doubt. “A deliberate, lifelong effort to find people to tell him why he might be wrong […]
Read moreAdvisers vs. Machines
May 16, 2013 0 Comments
Professional and individual investors have long had a hard time beating the broader market. And, says Mark Hulbert, the rise of computer trading programs may be making it harder than ever. Hulbert writes in The Wall Street Journal that it’s been “nearly impossible lately” for investors to consistently beat index funds, and just as difficult […]
Read moreOberweis: Small-cap Growth Still A Bargain
May 15, 2013 0 Comments
Newsletter guru Jim Oberweis says that, while small-cap growth stocks have performed well recently, they remain at very attractive valuations. In his latest Forbes column, Oberweis says that small-caps (those with market caps under $1 billion) that are growing both earnings and revenue at a pace of 30% or more are trading at a median […]
Read moreGuru Strategy Ratings: JPM, PCLN on the Move
May 14, 2013 0 Comments
Each week, we take a look at which stocks John Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some of the stocks John’s strategies have upgraded or downgraded today.
Read more
