The Economic Cycle Research Institute is continuing to stand by its recession call, and now contends that a reason for the recent improvement in U.S. economic data is a problem…
Author: Validea
Top U.K. Manager Bullish on U.S.
Top U.K. fund manager Robin Geffen has increased his Neptune Global Equity fund’s U.S. allocation to its highest level ever, saying that the American economy stands out among other developed…
More On Inflation And Asset Allocation
Last week, we highlighted a MarketWatch column that referenced a new study showing that stocks, against conventional wisdom, have actually served as poor hedges during periods of marked inflation. But…
An Industry That Can Beat Back Inflation
In his latest column for RealMoney.com, Validea CEO John Reese says inflation can be a big hindrance to good investing returns, and highlights one industry — pharmaceuticals — that has…
Top Forecaster Sees More Gains For Market
Former Value Line Research Director Sam Eisenstadt, who has a solid track record of market forecasting, thinks stocks will gain more than 8% by the end of August, with the S&P…
Arnott Looks to Emerging Markets, Thanks to Demographics, Deficits
PIMCO’s Rob Arnott says a major demographic shift means bad news for U.S. markets in the coming decades, though he says smart baby boomers will still be able to hit…
Dreman: Bond Bubble Will Hurt Many
Contrarian strategist David Dreman says a “major bubble that will hurt a lot of people” has formed in the long Treasury bond market. “Ten-year Treasuries are yielding about 2%, while…
Sonders: No QE3, No Problem
The Federal Reserve didn’t give any indications after its last meeting that it will be undertaking a third round of quantitative easing, and Charles Schwab Chief Investment Strategist Liz Ann…
Mobius: Russia "Too Cheap To Ignore"
While Russian stocks struggled mightily last year, Templeton Asset Management’s Mark Mobius says they are the most attractive of the “BRIC” nation equities in 2012. Mobius tells Investment Week that…
Gabelli: Opportunities in Spinoffs
Value investing guru Mario Gabelli says companies that spin off parts of their businesses are a prime area to look for good investments. Gabelli tells CNBC that he likes investing…