Wells Capital’s James Paulsen says a commodities rebound will depend on what the dollar does, and he thinks the dollar has been in “peaking mode” since March. (more…)
Day: August 14, 2015
The Risks Of (Over-)Diversification
While many mutual fund managers have hundreds of stocks in their portfolios as a way to diversify away stock specific risk, James K. Glassman says you can get nearly the same…
Feeling Jittery? Get Defensive
Investors have been getting jittery lately, given the specter of US interest rate hikes, China’s problems, and Europe’s lingering concerns. But Validea CEO John Reese says that those thinking of…
Romick Sees Some Value In Big Tech, Russia, and Little Else
Top value fund manager Stephen Romick continues to be wary of the current stock market environment, and has a big chunk of his portfolio in cash. (more…)
Rogers: Wait To Buy Oil
While oil has again been plunging, commodities guru Jim Rogers says he wouldn’t start buying oil – yet. (more…)