Commodities guru Jim Rogers has been very down on the long-term prospects for the dollar for some time. But in the short term, he’s actually buying the U.S. currency. Rogers…
Category: asset allocation
Time for Large Caps to Shine, Says Hulbert
With 2009 winding down, MarketWatch’s Mark Hulbert says many signs point toward large-cap stocks being the place to be. Hulbert says that in general, this time of year is a…
Ritholtz on the Economy/Market Disconnect
Barry Ritholtz of The Big Picture blog and Fusion IQ says that, while the economic recovery is anemic, a number of other factors are making stocks continue to look attractive.…
Gross Says to Buy Utilities
Bond guru Bill Gross of PIMCO is finding value in at least one area of the stock market: utilities. In his monthly investment commentary on PIMCO’s web site, Gross talks…
Dreman: Correction, Major Inflation Coming
Noted contrarian investor and author David Dreman says a correction is coming for the stock market — but he says investors are best off just holding their ground and riding…
Faber: Big Trouble Coming for U.S., but Buy Stocks Now
Marc Faber of the Gloom, Boom & Doom Report says that the U.S. is headed for major trouble in the long term because of the impending implosion of the dollar…
O'Shaughnessy: Rationality Making a Comeback
Last week, we highlighted James O’Shaughnessy’s take on why investors are making major asset allocation changes at just the wrong time. This week, O’Shaughnessy tells the Financial Post of Canada…
Rogers on Inflation, China & India, and Bull Market Hysteria
In this recent interview with The Banking Conversation, commodities guru Jim Rogers explains why he thinks the U.S. dollar is headed for big trouble, and why he thinks commodity prices…
O'Shaughnessy: Asset Allocation Changes Coming at Terrible Time
With stocks struggling through a terrible bear market over the past two years, investors have taken huge sums of money out of stocks and poured money into bonds — a…
J. Zweig & Taleb on Where Investors Go Wrong
Consuelo Mack has two very interesting interviews on WealthTrack this week, talking investing and psychology with both Wall Street Journal columnist Jason Zweig and Black Swan author Nassim Taleb. Zweig,…