Where Do We Go from Here? Sonders, Yardeni & Others Weigh In

With the market continuing to surge, SmartMoney.com recently surveyed a number of top strategists to see just how much room they think stocks have to run, and found a good deal of optimism that was tempered by caution. Among the strategists: Charles Schwab Chief Investment Strategist Liz Ann Sonders; Yardeni Research President Ed Yardeni; and Bespoke Investment Group Founder Paul Hickey. Here’s a sampling of what they had to say: Sonders: “The train has been… Read More

Yes, Green Shoots — and More, Sonders Says

Like Barry Ritholtz, Charles Schwab Chief Investment Strategist Liz Ann Sonders isn’t buying talk that the recession will end in late 2009 — but that’s because she thinks it has already ended. Sonders — who correctly called the start of the recession well before most — tells Yahoo! TechTicker that the recession “ended maybe April or May”. She cites a number of economic indicators, saying that the current environment looks very much like the end… Read More

Sonders Envisions the Recovery, Warns about Emotional Investing

In the latest installment of Forbes’ Intelligent Investing, Charles Schwab Chief Investment Strategist Liz Ann Sonders talks about the state of the credit markets and economy, the impact of emotion on investors, and the futility of trying to pick the tops and bottoms of markets. “I do think what we’re going to see, and we may be starting to see it right now, is that production pop,” Sonders said of the economy. “That coiled spring,… Read More

Recession Over? Top Strategist Says ‘Yes’ — Cautiously

Liz Ann Sonders, the chief investment strategist for Charles Schwab & Co. — who accurately called the start of the current recession in December 2007 — says she thinks the recession is now over. But, she adds, don’t confuse that wiith “runaway optimism” about the economy. “I’ve been asked a lot, ‘please tell me when you think the turn has come,’” Sonders told 620WTMJ Radio of Wisconsin yesterday. “And I think the turn has come.… Read More

Schwab’s Sonders Sees Positives in Market, but Slow Recession Recovery

Charles Schwab Chief Investment Strategist Liz Ann Sonders, who has been pretty cautious in recent months, offered a positive perspective on the market this morning. Sonders told Yahoo! TechTicker’s Aaron Task that — while neither she nor anyone else knows if stocks have bottomed — we are at least seeing several signs typical of the end of a bear market. Among those signs, Sonders says, are all-time high cash levels in 401k accounts; treasury yields… Read More