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 […]
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Sonders On The Economy-Market Relationship
May 10, 2013 
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While many investors have avoided stocks in recent years because of economic concerns, Charles Schwab Chief Investment Strategist Liz Ann Sonders says history shows that to be a bad idea. “The connection between the stock market and the economy seems obvious,” Sonders writes in commentary on Schwab’s site. “If the latter is performing well, the […]
Read moreWhy Apple Isn’t Rotting
May 1, 2013 0 Comments
In his latest column for Forbes.com, Validea CEO John Reese says that, despite the pounding Apple’s shares have taken in recent months, investors shouldn’t give up on the tech titan. “Slowing sales growth, two straight quarters of declining earnings, and questions about the company’s post-Steve Jobs leadership have all sent investors heading for the hills, […]
Read moreIs The U.S. The Next “Emerging Market”
April 30, 2013 0 Comments
What will the next big emerging market be? Africa? Southeast Asia? Nope, says the man who created the “emerging market” moniker. He says the next big “EM” will be the United States, in a manner of speaking. “Antoine van Agtmael is arguably the founding father of emerging-markets investing. He still is an evangelist for investing […]
Read moreHow John Neff Beat The Market For Three Decades
April 26, 2013 0 Comments
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 John Neff-inspired strategy. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the Neff-based investment strategy. Taken from the April 26, 2013 issue of The Validea Hot […]
Read moreWhy Hussman Remains Bearish
April 26, 2013 0 Comments
Fund manager John Hussman has remained one of the staunchest bears in the stock market. And in a recent presentation (a tip of the hat to Business Insider for posting the presentation), he lays out his case for why the economy and market are not in as good shape as many believe. Hussman says the […]
Read moreThe 90% Debt/GDP Threshold, Debunked
April 25, 2013 0 Comments
As America’s debt has ballooned and its debt/GDP ratio has risen, many critics have pointed to the work of Carmen Reinhart and Kenneth Rogoff as cause for alarm. The two professors’ research had found that, historically, when economies cross the 90% debt/GDP ratio threshold, growth is significantly negatively impacted. But University of Massachusetts Amherst PhD […]
Read moreNed Davis’ Keys To Good Investing
April 18, 2013 0 Comments
Ned Davis Research provides some of the most interesting data and analysis you’ll find in the stock market, and in a recent interview with The Big Picture’s Barry Ritholtz, Ned Davis talked about some of the keys to his approach. Davis, who examines an array of technical factors, says that the biggest key to making […]
Read moreDreman: Stocks And Housing Are Places To Be
April 18, 2013 0 Comments
Contrarian guru David Dreman remains concerned about major inflation, and says investors should thus focus on stocks and the housing market. In a column for Forbes, Dreman says that economic improvements and the realization that higher interest rates will come as the economy improves have driven the stock market’s performance recently. “Currently a one-percentage-point rise […]
Read morePaulsen: Fed A Hindrance To Long-Term Gains
April 12, 2013 0 Comments
Wells Capital’s James Paulsen says that, with valuations low compared to historical standards, stocks could provide investors with double-digit annual returns over the next decade — if the Federal Reserve gets out of the way. “In the post-war era, when the inflation rate has been as low as it is today, the U.S. stock market […]
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