Jim Rogers says bonds are in a bubble, and that investors should own hard assets because of the Federal Reserve’s massive quantitative easing efforts — which he says are continuing.…
Category: asset allocation
Wien On Valuations, Growth, and Gold
Byron Wien says he expects the U.S. to show slow growth next year, and says stock valuations are “very attractive”. But whether those valuations are enough to overcome global debt…
Rogers' Shorts and Longs
Jim Rogers says that European countries are still avoiding their main problems — too much spending and too much debt. He tells Bloomberg that proposed solutions to the Eurozone crisis…
Nygren on a "Once-in-a-Generation" Opportunity
Top value fund manager Bill Nygren says that investors should stop paying attention to every zig and zag the stock market makes, and instead take advantage of a “once-in-a-generation opportunity”…
Gross & El-Erian See Weak Growth, and the Need for Gov't Spending
In a rare joint interview, PIMCO’s Mohamed El-Erian and Bill Gross say that the US will continue to experience slow growth because of structural problems with the economy, and that…
Romick Finding Value in Large-Caps
Top-performing fund manager Steven Romick, who often targets smaller stocks, is finding that the current market environment has larger stocks looking attractive because of their valuations. “We think owning good,…
De Vaulx Likes Oil & Gas, Japan
Top value investor Charles De Vaulx has been cutting back on gold holdings and is high on oil and gas stocks and Japanese equities. De Vaulx tells Bloomberg that with…
Paulsen: Time to Move toward Cyclicals
Wells Capital Management Chief Investment Strategist James Paulsen says he thinks it’s time to lighten up on safety-oriented stocks like utilities and consumer staples, and put cash into more cyclical-type…
Discipline Crucial, Top Newsletter Editor Says
The Cabot Market Letter is having another market-beating year, and its editor is preaching discipline amid the current market volatility. “Going forward, it’s important to remember to take your cues…
Biggs High On Cash Amid Fear of Financial Crisis
Hedge fund guru Barton Biggs says he’s only 20% net long on equities in this market, and says we may be on the eve of another financial crisis. Biggs says…