In their latest column for Kiplinger’s, Whitney Tilson and John Heins — who were way ahead of the curve in predicting the housing crisis — say they don’t think the…
Category: Economy
Doll Says Market Hasn't Hit Cyclical High
Bob Doll, chief investment officer for global equities as Blackrock, tells Bloomberg that he’s recently cut back a bit on some healthcare stocks and added to cyclical areas like energy.…
Top Manager Says Market Has More Room to Run
Dan Chung, CEO and chief investment officer of Fred Alger Management (whose Alger Funds as a whole have significantly outperformed the broader market for the past three and five years)…
Grantham Expects "Painful" Pullback in 2010
In his third-quarter letter to clients, GMO’s Jeremy Grantham offers a scathing critique of a myriad of groups whose actions (or inactions) led to the current economic climate — from…
Shilling: Don't Believe the Rally
Economist, money manager, and Forbes columnist Gary Shilling says talk of a “V” shaped economic recovery is overdone, and that we’re in a bear market rally — not a new…
Sonders, Hulbert: Inflation Fears May Be Overblown
One of the biggest fears in the investment world right now involves inflation. And, given the huge sums of money the government has pumped into the economy in the past…
Be Nimble in this Market, Mauldin Says
John Mauldin, one of the few strategists who saw last year’s market meltdown coming, now says that he thinks the current environment calls for “nimble” investing. Mauldin tells Yahoo! TechTicker…
Bolton Likes Value Stocks, Techs, Financials
Earlier this month we highlighted U.K. mutual fund guru Anthony Bolton’s call about a multi-year bull market being in the works, with developing nations leading the way. Today, speaking at…
Buffett Says Worst Is Over for Economy
Warren Buffett says that, while the near-term may not be easy sailing, the low point of the economic downturn has passed, The Wall Street Journal reports. Buffett, who made his…
Tilson Sees Surge in Defaults, Market Downturn
Whitney Tilson, the columnist and money manager who called the housing crash, is now betting on another downturn in the stock market. Tilson, of T2 Partners, tells CNBC that “we’ve…