Herro: Microeconomics the Key to Growth

While investors have been hyperfocused on macroeconomic factors in recent years, Oakmark’s David Herro says microeconomic reforms are crucial to the global economy and markets. In his second-quarter letter, Herro…

Rosenberg: Economy Picking Up Steam

The often-gloomy David Rosenberg of Gluskin Sheff says the June jobs report looks pretty strong, and indicates consumer spending should be strong through the summer months. Rosenberg says that in…

Sonders on Stocks, Bonds, and the Fed

Though the market’s recent pullback may not be over yet, Charles Schwab Chief Investment Strategist Liz Ann Sonders says longer-term factors are making her optimistic about the stock market and…

Fear and Greed Are Your Friends

In his latest Forbes column, John Buckingham of Al Frank Asset Management says that fear and greed are providing some opportunities for investors right now. “Fear and greed are in…