A lot of strategists and investors have been talking about what the “new normal” will look like as the economy recovers from the recent financial crisis and unwinds the excess…
Category: Earnings Estimates
Mauldin: This Time It Really Is Different (Sort Of)
In his latest “Thoughts from The Frontline” newsletter, John Mauldin makes a pretty bold proclamation that goes against a long-held principle of investing — this time, he says, things really…
Shilling: Still Bearish
Gary Shilling, the economist, money manager, and Forbes columnist, isn’t changing his bearish view, despite the market’s big recent rally. “I think it is a bear market rally,” Shilling told…
BlackRock's Doll: S&P Earnings Estimates Too Low; Market Bottoming Process Ending
BlackRock Vice Chairman Bob Doll tells CNBC that, while the economy isn’t good, “some [analysts] have gone too far to the negative side,” and says that those analysts who have…
Siegel: Earnings "Nowhere Near as Dismal" as S&P Data Suggests
In his most recent posting on Yahoo! Finance, Jeremy Siegel reiterates his belief that Standard & Poor’s flawed earnings calculations for the S&P 500 are making the corporate earnings picture…
Crisis Predictors Offer Advice
Three of the financial minds who warned of the current credit crisis — Banc of America Securities-Merrill Lynch’s Richard Bernstein, PIMCO’s Paul McCulley, and author and former Wall Streeter Richard…
Rodriguez on Energy Stocks, The Demise of The Style Box, and The Trouble with The Stimulus
Robert Rodriguez of First Pacific Advisors, who deftly avoided financials last year and earned praise for the strong performance of his bond fund, tells Barron’s that he remains hesitant about…
A Little Consistency, Please
Earnings: It’s been a dirty word for the past several months, as companies across the country have been posting some ugly results and slashing estimates of future earnings. Standard &…
Mauldin Sees Bleak 2009 for Economy, Stock Market
Investment manager and author John Mauldin — one of the few strategists who saw the 2008 stock market mess coming — tells Yahoo! TechTicker that he doesn’t see a turnaround…
Barron's: Wall Street Strategists See Market Gains in 2009
The 2009 stock market and earnings estimates are starting to roll in, and this week’s Barron’s kicks off the race as it discusses where top Wall Street strategists think we’ll…