David Rosenberg, the long-time bear who turned bullish fairly recently, says he’s getting frustrated with the US economy.
Few market commentators can make forecasts that stretch five or six years out that are worth listening to. But bond guru Jeffrey Gundlach has the track record that makes his opinion notable — and he says that 2020 will be a time of turmoil.
A periodic look through the archives of the greatest investor in history
In Berkshire Hathaway’s 1987 Letter to Shareholders, Warren Buffett talked about what he learned from the great Benjamin Graham regarding stock price movements. Below is an excerpt from the letter.
Marc Faber of the Gloom Boom & Doom Report thinks geopolitical issues will become more important for US markets, and says he thinks gold has bottomed.
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Warren Buffett-inspired strategy, which has averaged annual returns of 7.1% since its late 2003 inception vs. 5.8% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the Buffett-based investment strategy.
Taken from the August 15, 2014 issue of The Validea Hot List