What types of stocks might be on Warren Buffett’s Christmas list this year? Michael Brush of MSN.com says one area of the market that fits the bill is retail, and…
Category: Economy
Cohen, Doll & Bogle Weigh In
In an interview with CNBC, three top equity strategists — Abby Joseph Cohen, Bob Doll, and John Bogle — offered their takes on where the market and economy are headed…
Arnott, Inker: Tough Finding Values in Stocks -- or Bonds
With a variety of assets — from stocks to bonds to gold — up significantly this year, two top asset allocation strategists are urging a conservative approach heading into 2010.…
Ritholtz, Muhlenkamp Talk Markets
Barron’s assembled several top strategists for a recent round table discussion of where the markets are headed as 2010 nears. Among those participating were Fusion IQ’s Barry Ritholtz, and mutual…
Siegel on Inflation, Interest Rates
Author and Wharton Professor Jeremy Siegel says he thinks the Federal Reserve will likely raise interest rates “modestly” by this coming spring — earlier than many expect. But, he tells…
Doll: Rally in "Transition Phase"
Blackrock Chief Investment Officer for Global Equities Bob Doll says that the stock market rally isn’t over, but that it has entered a new phase. Doll tells Bloomberg that last…
Dorfman: Sectors for the Recovery
Is the recovery real? Yes, says John Dorfman. In his Bloomberg column, Dorfman — who was on target in calling the start of the stock market rally — says improvements…
Hussman: 80% Chance of 2010 Plunge
John Hussman, whose funds have some of the better long-term track records in the industry despite missing out on much of the ’09 rally, says he sees an 80% chance…
Siegel Sees 4%-5% Growth Ahead
Wharton Professor and author Jeremy Siegel says he thinks the U.S. economic recovery will surprise to the upside, with 3.5% GDP growth in the fourth quarter and 4% to 5%…
Bolton Eyes China
Fidelity’s Anthony Bolton, one of the U.K.’s most successful fund managers before retiring in early 2008, is putting retirement on hold as he tries to take advantage of what he…