In the aftermath of the 2008 financial crisis, bond guru Bill Gross spoke of a “New Normal” for US economic growth. Now he’s talking about the “New Neutral” for interest…
Category: asset allocation
Top Fund Manager Still Likes US Stocks -- And EU Exporters
In a rare interview, top fund manager Mark Yockey says he thinks US stocks are still “really attractive,” and talks about the game-changing impact of the surging dollar and tumbling…
What's More Important: Fees & Taxes, Or Asset Allocation?
In his latest book, “Global Asset Allocation: A Survey Of The World’s Top Investment Strategies,” Meb Faber examined the asset-allocation approaches of several renowned investors. His findings indicate that you…
Bearish Faber Likes US Blue Chips -- Sort Of
Marc Faber — known as “Dr. Doom” — says US blue chips look like a good option relative to some other investments right now. But that doesn’t mean he’s changed…
Don't Throw In The Towel On Foreign Stocks
US stocks have left foreign equities in the dust over the past two years. But Validea CEO John Reese says that doesn’t mean you should put all your eggs in…
Klarman: Prepare Now For When Times Get Tough
While the market keeps rising, hedge fund guru Seth Klarman isn’t getting too comfortable. (more…)
Schwab, Sonders On The Shifting Market Story
For years, the US economy pushed ahead at a tepid pace, quantitative easing reigned, and US stocks lacked competition from other assets. But now that story is changing, says Charles…
Why Not To Give Up On Small Caps
Last year, small-cap stocks lagged large stocks by the widest margin since 1998, but newsletter guru Jim Oberweis says not to quit on the little guys. (more…)
Romick Still Cautious
In his recent fourth-quarter letter to FPA Crescent shareholders, Steven Romick says he’s continuing to be patient in an overvalued market environment. (more…)
Goldman's Kostin: Think US-Focused Value Plays
Goldman Sachs Chief Equity Strategist David Kostin says an improving economy means investors should look to value stocks. (more…)