Forbes columnist and money manager Kenneth Fisher says that we’re in the midst of a “V”-shaped recovery — one that will run for at least a year, meaning that we’re…
Category: Economy
Buffett: Economy Has Leveled Off -- and I'm Buying Stocks
Warren Buffett has made several public appearances in the past day or two, including this one on CNBC in which he says that the economy has leveled out, but isn’t…
No Signs Market Rally Is Done, Ritholtz Says
Barry Ritholtz of Fusion IQ and The Big Picture blog — a longtime bear who presciently turned bullish in March — says the recent rally may only be two-thirds of…
Eveillard Keen on Gold and Asia
First Eagle Funds’ Jean-Marie Eveillard, who in early 2007 correctly said that the credit boom was ending and banks were acting as “disguised hedge funds”, tells Forbes.com that he’s bullish…
Rogers on Inflation, China & India, and Bull Market Hysteria
In this recent interview with The Banking Conversation, commodities guru Jim Rogers explains why he thinks the U.S. dollar is headed for big trouble, and why he thinks commodity prices…
Short-Term Opportunities, Long-Term Questions
After the huge rally in stocks over the past six months, the big question for investors is, can it continue? Fortune recently posed that question to several successful strategists, and…
The Square-Root Recovery?
Charles Schwab Chief Investment Strategist Liz Ann Sonders says it’s becoming less likely that we’ll get a “W” recovery, and more likely that we’ll see a “square-root” recovery — one…
Barron's: Top Strategists Remain Mildly Bullish
In its latest survey of top investment managers, Barron’s found that, on average, most of the managers are expecting the market’s ascent to slow significantly this fall, though they remain…
Gross: Time to Grow Up
In his latest Investment Outlook, PIMCO’s Bill Gross calls on “children of the bull market” to grow up, and goes a bit deeper into the concept of the “new normal”…
Muhlenkamp Says Expectations Lowered, but Still Sees Bargains
Ron Muhlenkamp, whose flagship fund has beaten the S&P 500 by a significant margin over the past 15 years and is up 25% this year, says that investors have “reset…