While oil has again been plunging, commodities guru Jim Rogers says he wouldn’t start buying oil – yet. (more…)
Category: asset allocation
Why Fixed-Income Still Merits A Place In Your Portfolio
While it appears that the 30 year bull market in bonds is ending, bond gurus Chris Ryon and Martin Fridson say that bonds and fixed income investments still have a…
Grantham On The 10 Things That Really Matter
What’s on Jeremy Grantham’s mind? Ten things, and in his second quarter letter, the renowned value investor lays out the lot of them. As usual, Grantham’s areas of interest go…
Dalio Changes View On China -- Or Does He?
It seems that hedge fund guru Ray Dalio’s take on China has changed — though to what degree is debatable. (more…)
El-Erian: Look To Tech And PE
Investors have been bullish for some time on areas in which central banks have opened the liquidity spigot. But Mohamed El-Erian says it’s time to focus on other opportunities, including…
Top Bond Manager Says Icahn's Wrong
At an Investment conference in New York on July 15th, billionare Carl Icahn told the audience of an impending high yield bond market crash. But top bond manger Mark Notin…
Top Bond Manager Says Icahn's Wrong
At an Investment conference in New York on July 15th, billionare Carl Icahn told the audience of an impending high yield bond market crash. But top bond manger Mark Notin…
Dreman: It's Time To Buy Banks
Contrarian guru David Dreman says that, while he sees a couple of big economic risks for the US right now, he’s still bullish on the stock market. Why? Because there…
Dreman: It's Time To Buy Banks
Contrarian guru David Dreman says that, while he sees a couple of big economic risks for the US right now, he’s still bullish on the stock market. Why? Because there…
Shiller: No Bubble, But US Stocks Very Pricey
Nobel Prize-winning economist Robert Shiller says US stocks are among the most overpriced in the world. But he’s not ditching American equities altogether. (more…)