While there are plenty of factions making dire predictions about an equity market drawdown, those forecasts are wrong, says JPMorgan Chase & Co. strategist Mislav Matejka, according to an article…
Tag: Market Outlook
Bill Miller’s Market Insights from Q4 Letter
“One of the lessons of 2020 was the uselessness of the annual New Year’s ritual of market forecasting,” wrote Miller Value Partner’s founder Bill Miller in a recent letter to…
Grantham on Why the S&P Melt-Up to 3,600 Didn't Happen
In a memo in January of this year, GMO founder Jeremy Grantham suggested to clients that they “brace themselves for a near-term melt-up in stock prices that might take the…
Jeremy Siegel Says Stock Market Slips are not Cause for Panic
In a podcast on the Knowledge@Wharton radio show, finance professor Jeremy Siegel shared insights on the markets and the key drivers for change in sentiment. On a macro level, Siegel…
Gundlach's Market Outlook
According to Jeffrey Gundlach, although the S&P 500 will post a negative return in 2018, there is no recession in the offing. This according to a recent Barron’s article highlighting…
Cooperman Says Bear Market Is Not Imminent
On CNBC’s Halftime Report last week, Omega Advisors CEO Leon Cooperman shared his views on the market and its direction. “The market’s not cheap,” Cooperman said, “but it’s not expensive…it’s…
Gundlach Says Now is the Time for Caution
In a phone interview with Bloomberg earlier this month, Jeffrey Gundlach said, “This is not the time period where you say, ‘I can buy anything and not worry about the…
Jeremy Siegel is Bullish on Stocks
Wharton finance professor Jeremy Siegel remains bullish notwithstanding others’ concerns regarding “the market’s potential reliance on Trump’s tax- and regulation-cutting agenda,” according to a recent CNBC interview. “What has driven…
Tepper Likes the Market's Economic Backdrop
In a recent CNBC interview, Appaloosa’s David Tepper said that while stocks are not “really cheap,'” current economic conditions provide a solid backbone for the market. “Listen,” Tepper argued, “it’s…
The "Wizard of Wharton" Looks Ahead
In a recent interview with ThinkAdvisor, finance professor (and senior investment strategy advisor to Wisdom Tree Investments) Jeremy Siegel shares his view on a host of issues affecting current market…