The lack of job growth in the U.S. appears to have been a big factor keeping many on the sidelines during the market’s big rally over the past year. But John Challenger of Challenger, Gray & Christmas tells Yahoo! TechTicker that job growth may be just around the corner. ... Read the full ... Read more

In Consuelo Mack’s latest WealthTrack interview, PIMCO’s Bill Gross talks about the “New Normal” he envisions for the economy and investing world. Gross says that deleveraging and the need for big numbers of Baby Boomers to save as they reach retirement will be drags ... Read the full po ... Read more

Top fund manager Bruce Berkowitz is once again showing his go-against-the-crowd streak, recently snatching up shares of two of the financial crisis’ biggest whipping boys, Citigroup and AIG. In an interview with Fortune, Berkowitz says that Citigroup’s balance sheet is slowly impro ... Read more

As the past couple years have shown, it can be risky to own stocks. But, Forbes ‘ David Dreman says, steering clear of equities is also a gamble. “Is it risky to own stocks? Sure — it always was,” Dreman writes in his latest column. “But it’s also risky no ... Read more

In his latest column on his Magic Formula Investing web site , Joel Greenblatt says it’s critical for investors to know what level of short-term losses they’ll be able to take before they start investing — lest they be scared out of the market at just the wrong time. “ ... Read more

Over the past year, the Harvard Management Co.–Harvard’s endowment arm–has been continuously upping the amount of money it has in U.S.-traded stocks. In a new SEC filing, HMC disclosed that it increased its U.S.-traded holdings in last year’s fourth quarter from $1.8 billio ... Read more

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 beaten the market by more than 3 percentage points per year since its inception more than six ye ... Read more

Value investing legend Marty Whitman was one of those to speak at the recent Columbia Investment Management Conference, and The Manual of Ideas blog offered a good summary of Whitman’s comments (which came during a discussion with Columbia’s Bruce Greenwald). “At several p ... Read more

With stocks up some 60% off their lows, one of the big questions among investors has involved the market’s current value. Are stocks now overvalued? Or are they still cheap? The issue of valuation is one that can be looked at in a myriad of ways — currently, for example, the 10-year ... Read more

A few recent articles have offered some very interesting data on the merits of quantitative analysis, and the limits of “expert” analysis. One is a Greenbackd.com review of Ian Ayres’ book Super Crunchers (thanks to The Stingy Investor blog for highlighting this). Accor ... ... Read more