Kenneth Fisher thinks that a strong internal demand for materials and commodities in emerging market countries is part of what will continue to drive materials stocks higher. Fisher also tells…
Category: Economy
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.…
Biggs Sees Market Moving Higher
Hedge fund guru Barton Biggs tells Charlie Rose that he expects the next major move in the market will be to the upside, and says he thinks the U.S. would…
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…
... but Buffett Steering Clear of Bullion
While one of the world’s best investors, John Paulson, is making a big bet on gold, another — Warren Buffett — is looking elsewhere. David Pett of Canada’s Financial Post…
Sonders vs. Whitney on Market's Current Valuation
Banking analyst Meredith Whitney rattled the markets yesterday when she told CNBC that the U.S. is likely to fall back into recession next year, and said stocks are overvalued. “I…
Siegel Says Rally Has Plenty of Room to Run
While stocks are up some 60% from their March lows, author and Wharton Professor Jeremy Siegel says the rally is “far from exhausted”. In his column on Yahoo! Finance, Siegel…
Faber: Still Opportunities in Stocks
Marc Faber of the Gloom, Boom & Doom Report still sees opportunities in stocks after the big rally, and says stocks can help protect against the high inflation he’s expecting…
Recovery Still in Early Phases, Paulsen Says
James Paulsen, chief investment officer of Wells Capital Management, says the market has a ways to run, and that there are signs the economic recovery is self-sustaining — not simply…