The U.S. dollar has been red-hot lately, and some of the drivers behind its ascent may be in place for the longer term. That could mean good times for US…
Category: Economy
Goldman's Cohen Sounding Bullish
Goldman Sachs’ Abby Joseph Cohen says the improving economy makes for a bullish outlook for equities. Cohen tells Bloomberg Surveillance that with the economy growing at about 3% and corporate earnings…
Rogers: Time To Look For Bargains
Top fund manager John W. Rogers Jr. says fears have become abundant again in the stock market — and that has him looking for bargains. (more…)
Is Oil's Tumble Good News? Sonders Weighs In
Tumbling oil prices have had many investors feeling trepidatious lately. But are the declines bad news? Good news? Charles Schwab Chief Investment Strategist Liz Ann Sonders says it’s some of both…
Rodriguez Sees Another Crisis Coming
Top strategist Bob Rodriguez of FPA sees a financial crisis coming in the next few years that will be at least as big as the Great Recession, and he thinks…
Trahan On Why Small Caps Have Lagged -- And Why They're Going To Take Off
Top-rated economist Francois Trahan is sounding very bullish on stocks — particularly small stocks — and the big reason is the US’s positioning relative to the rest of the world.…
Herro Talks EMs, Interest Rates, and What Worries Him
Top fund manager David Herro thinks emerging-market stocks remain overpriced, but he thinks there is a way for investors to benefit from emerging market growth. (more…)
Fisher: Buyback Bashing Is Bunk
While many bears have said that a boom in share buybacks has been a drag on growth and a way of masking weak earnings and revenues, top strategist Kenneth Fisher…
Lazar: US Back As Global Growth Driver
For years we’ve been hearing about how China and other emerging markets have surpassed the US as the driver of global growth. But in an interview with WealthTrack, top-rated economist Nancy…
Tepper: US Stocks Aren't Pricey
Hedge fund guru David Tepper says US stocks are not expensive right now. “The U.S. economy is pretty good, stocks are not at high multiples right now,” Tepper, told Bloomberg Television.…