Charles Schwab’s Liz Ann Sonders says she thinks Bill Gross’s contention that the “cult of equity is dying” may be off the mark. “Rumors of the death of equities may…
Author: Validea
Paulsen: Say 'No' To QE3
Wells Capital Management’s Jim Paulsen says the Federal Reserve shouldn’t undertake another round of quantitative easing, and instead should focus on restoring confidence. “I think the Fed, by continuing to respond…
Buffett's Muni Move: Troubling Sign?
Warren Buffett’s Berkshire Hathaway recently terminated credit default swaps it had made insuring $8.25 billion in municipal debt. Here, Colin Barr of The Wall Street Journal discusses Berkshire’s muni move,…
These IPOs Have Substance
In his latest column for Nasdaq.com, Validea CEO John Reese says that the difficult times recent initial public offering stocks like Facebook and Groupon have endured aren’t a surprise, given…
Hulbert on the Failed Correction
MarketWatch’s Mark Hulbert says the stock market’s May-June correction failed to do what corrections are supposed to do: knock excessive optimism out of the market. Hulbert says that the average…
Bogle: Equities Aren't Dead
Vanguard founder Jack Bogle says he doesn’t think the “cult of equities” is dead, but has a slightly below-average outlook for stocks. “If the culture of equities is dead, it’s…
Nygren High on Bank Stocks
While bank stocks have been hit with a lot of tough news recently, top fund manager Bill Nygren of Oakmark has been loading up on them. Nygren says that some…
Arnott Sees Opportunities in Emerging Markets
Rob Arnott of Research Affiliates and PIMCO says emerging markets continue to offer some of the better investing opportunities. “Emerging markets, for the most part, don’t have large deficits; for…
O'Shaughnessy: Don't Fear European Stocks
With bond yields and stocks sentiment both low, James O’Shaughnessy says he is “very very bullish” on stocks. O’Shaughnessy tells CNBC that bonds are priced to perform very poorly, but…
Sonders: Market to Meander; Stay Calm
Charles Schwab Chief Investment Strategist Liz Ann Sonders says the U.S. economy has a lot going for it, and thinks investors should remain calm. “I happen to be a pretty…