“Commodities King” Jim Rogers says commodities are a better place to be than stocks right now. Rogers says that, while stocks will rise or fall with the economy, commodities should…
Category: asset allocation
Gross: New Normal Is Real; Look Outside U.S. for Opportunities
PIMCO’s Bill Gross is standing by his contention that we’re in a “New Normal” for the economy and stock market, saying that investors shouldn’t expect double-digit returns from a stock/bond…
Paulson: Buy a House -- and then Buy Another
Hedge fund guru John Paulson is continuing to bet on big-time inflation hitting the U.S., and as a result is keying on equities, gold, and real estate. Forbes’ Robert Lenzner…
Arnott Still Focused on Inflation, Not Deflation
While many investors and commentators have raised fears of deflation recently, Rob Arnott of PIMCO and Research Affiliates still has his eye on potential inflation — and the opportunities it…
Faber Likes Agriculture, Sees Trading Range
Marc Faber of the Gloom, Boom & Doom Report says he thinks global equities may be in a trading range in which stocks fall in October and November, before rising…
Biggs: Now Isn't Time to Be Underinvested
Barton Biggs says the odds of a double-dip recession are “pretty remote”, and says he doesn’t think now is a time to be underinvested. The hedge fund guru tells Bloomberg…
Arnott: Investors Looking in Wrong Places for Sovereign Debt
In his latest newsletter (click here for a PDF version), Research Affiliates’ Rob Arnott offers some interesting data on sovereign debt — data that indicates many investors are buying up…
Romick Thinks Big, and Global
Steven Romick, whose FPA Crescent Fund has beaten 99% of its peers over the past decade, is high on larger stocks that can take advantage of fast-growing foreign markets. “The…
Stocks Cheaper vs. Bonds than at Bear Market Lows, Top Managers Say
O. Mason Hawkins and G. Staley Cates, whose three Longleaf Partners’ funds have handily beaten the market over the past year and the long term, say stocks present a “superior”…
Nygren: How Stocks Could Double in Five Years
Bill Nygren, whose Oakmark and Oakmark Select funds are both in the top 2% of their category over the past decade, thinks stocks could double in the next five years…