Mohamed El-Erian says he expects volatility to increase in the stock market, and says it’s not a time to be buying broad index funds. (more…)
Want Growth? Try Retailers, Banks, and Networking Stocks
Every day, Validea uses John Reese’s Guru Strategy investing models to rank dozens of industries using a myriad of financial and fundamental data. The rankings include a value index, a…
Gross Talks "New Neutral"
In the aftermath of the 2008 financial crisis, bond guru Bill Gross spoke of a “New Normal” for US economic growth. Now he’s talking about the “New Neutral” for interest…
Mobius Sees Bargains In Greece
While many investors are avoiding Greece like the plague, top strategist Mark Mobius says he’s buying stocks from the troubled country. (more…)
Top Fund Manager Still Likes US Stocks -- And EU Exporters
In a rare interview, top fund manager Mark Yockey says he thinks US stocks are still “really attractive,” and talks about the game-changing impact of the surging dollar and tumbling…
Arnott: "You Don't Get Bargains In The Absence Of Fear"
Fundamental indexing guru Rob Arnott says that to get bargains, you have to invest in places where fears are high. Right now, he says that means to look in places…
Siegel: Fed "Mostly Gets It"
Wharton Professor Jeremy Siegel, who had grown cautious on stocks recently, says the Federal Reserve’s lowering of interest rate projections has him feeling better. (more…)
Fisher: Don't Fear Deflation
Kenneth Fisher says to ignore those who are saying we are headed for a stock-crushing deflationary environment. (more…)
Yardeni Sees Expansion And Bull Continuing -- But Valuations A Concern
Top strategist Ed Yardeni thinks it could be a while before we see the end of this economic expansion — and by extension the bull market. But he also says…
Gabelli Talks Trucking, Media, Pets, And More
Top value investor Mario Gabelli says he is high on media stocks and equities exposed to European trucking. (more…)