The need for stimulus and the reluctance to increase the national deficit — it’s these two concepts that many feel are leaving the U.S. in an untenable position. But Yale…
Author: Validea
Gross: Fed Policies May Be Destroying Credit, Not Creating It
The Federal Reserve has for the past few years maintained a low interest rate policy in order to make credit easier to obtain and growth easier to come by. But…
Doll: Investors Making "Ludicrously Conservative" Assumptions
Blackrock Chief Equity Strategist Bob Doll says investors who are piling into Treasury bonds are making “ludicrously conservative” assumptions about the economy and stock market. Doll says that, with about…
Fisher: Like QE2, QE3 is Unnecessary
While murmurs of a potential “QE3” — that is, a third round of quantitative easing by the Federal Reserve — continue to hover over the stock market, Kenneth Fisher says…
Baron: Stocks Cheap, Economy Better Than You Think
Top hedge fund manager Ron Baron says that the recent market turmoil is not signaling another 2008-like crash. In his latest quarterly letter, Baron says that after Lehman Brothers collapsed…
Gross: International Love Affairs on The Rocks
PIMCO’s Bill Gross says several deteriorating international relationships are having a big impact on the investment landscape. In his latest investment commentary, Gross looks at three areas with on-the-rocks “love…
Sonders on Earnings and The Market
While some fear that a decline in corporate earnings growth will send the stock market tumbling, Charles Schwab Chief Investment Strategist Liz Ann Sonders says they’re off base. “There is…
Wien Still Optimistic
Byron Wien says he thinks the stock market will be higher at year-end, and thinks the economy will improve — though not as much as he previously thought. Wien, the…
Paulsen: Buy What Others Are Avoiding
Wells Capital Management Chief Investment Strategist James Paulsen says U.S. consumers and the U.S. economy are being more resilient than many think. Paulsen also tells Bloomberg that he’s high on…
How the AAA Firms' Stocks Stack Up
In his latest column for Canada’s Globe and Mail, Validea CEO John Reese takes a look at how some companies with top credit ratings look as possible investments. Following the…