Goldman Sachs has upgraded its outlook for stocks, and Senior U.S. Investment Strategist Abby Joseph Cohen says that’s in large part because a good deal of the current concerns are…
Category: asset allocation
Sonders On The Bond Bubble
Charles Schwab Chief Investment Strategist Liz Ann Sonders says that, while we’re probably past the low point for interest rates, she’s not expecting a big spike in rates in the…
Dreman: Stocks And Housing Are Places To Be
Contrarian guru David Dreman remains concerned about major inflation, and says investors should thus focus on stocks and the housing market. In a column for Forbes, Dreman says that economic…
Faber: Big Buying Opportunity In Gold
While gold has tumbled in the past couple days, Marc Faber of the Gloom Boom & Doom Report says he thinks “the bull market in gold is not completed,” and…
Ritholtz: It's About Risk Analysis, Not Market Timing
In a recent post on his blog, The Big Picture, Barry Ritholtz explains why he prefers to employ risk analysis rather than market timing. “Rather than making a low probability…
Winters Says Long Bonds "Going To Get Crushed"
Top fund manager David Winters says the bond party is over, and investors should key on stocks going forward. Winters tells Bloomberg that low-coupon debt is “going to get crushed”.…
Heebner's Bold Bet On The U.S. Economy
Ken Heebner — whose CGM Focus fund has had its major ups and downs in recent years, but is in the top 1% of its class over the past 10…
Rogers Calls Market Gains "Artificial"
Top strategist Jim Rogers says the economy is shifting from one that is driven by the financial sector to one that will be driven by commodities. Rogers tells CNBC that…
Arnott: Time To Take Risk Off Table
Top fund manager Rob Arnott says that it’s becoming “embarrassing” to admit you’re a bear lately, and that means it’s time to be cautious. “If you look at advisor sentiment…
Faber: Market Entering "High-Risk Territory"
Marc Faber of the Gloom, Boom & Doom Report, says the market is getting into “high-risk territory”. Faber tells Yahoo! Finance’s Breakout that as we head into the fourth year…