Kenneth Rogoff, whose research into historical financial crises with Carmen Reinhart may be the most extensive ever performed, says the U.S. economy is following a normal post-financial-crisis path, but that…
Author: Validea
Shiller on Housing and Regional Bubbles
Housing market guru Robert Shiller says it’s possible that the housing market has bottomed, but that he’s not confident it has. Shiller tells FOX Business Network that there is some…
Is Glass-Steagall The Answer? Maybe Not, Says Zweig
While many have been clamoring for the reinstitution of the Glass-Steagall Act as a way to address some of the financial sector’s problems, Jason Zweig is skeptical. In his Intelligent…
Siegel Says Housing Will Boost Second-Half GDP
Wharton Professor and author Jeremy Siegel says a rebound in the housing market will help push GDP growth near 3% in the second half of 2012. “Housing is one of…
Fisher: Look to Large-Cap Growth
Top investor Kenneth Fisher says that the bull market has a ways to go — and that large-cap growth stocks will be the place to be during the rest of…
Buffett's 50-Year-Old Words Still Ring True
While many investors think uncertainty has risen to unprecedented levels, changing the way they should invest, they need only look at some of Warren Buffett’s earliest letters to investors to…
Cohen: Think Long-Term
Goldman Sachs’ Abby Joseph Cohen says many investors have become too short-sighted, and says that “long-term, there are some very good values out there.” Cohen tells Bloomberg that a lot…
Stocks Offering Nice Dividends -- And Value
With bonds yielding so little, many investors have been looking for yield in the form of high-dividend stocks — which has made some of those picks rise to unattractive valuations.…
Bolton on the Contrarian Case for China
While many investors are fleeing Chinese equities, Fidelity’s Anthony Bolton remains bullish. “People are generally cautious and are taking money out of China which, as a contrarian, I see as…
Doll: No Recession, Stocks to Move Higher with Volatility
Blackrock’s Bob Doll says that, while the economy has been faltering for the past few months, he doesn’t think the U.S. is headed into a recession, and he remains cautiously…