While many are worrying about a bear market, contrarian guru David Dreman thinks the bull has a long ways to run — though not without some bumps along the way.…
Category: Economy
Siegel: Rates Won't Rise As Much As Feared
Over the past five years, stock returns have been well above their long term average. But over the last ten years, they remain below the average. So what does Wharton…
Sonders: Economy Looking Up
Charles Schwab’s Liz Ann Sonders thinks that the economy is improving following a weak first quarter, and thinks the bull market isn’t done. (more…)
Be A Macro "Climatologist", Not A "Meteorologist"
Since the financial crisis and Great Recession, many investors have been basing their decisions on macroeconomic factors, something that most value investors might frown upon. But Vitaliy Katsenelson says that…
Gross: Bubbles? No. Lower Returns Ahead? Yes.
PIMCO bond guru Bill Gross says the Federal Reserve is confronted with a big challenge in trying to determine a “neutral” interest rate that will accomplish all its goals —…
Roubini Sees Credit Bubble Forming
Nouriel Roubini — known as “Dr. Doom” for his often-dire predictions — thinks we’re in the early stages of a credit bubble that will be difficult to avoid given the…
Gundlach on Housing: "The Kids Aren't Alright"
Bond guru Jeffrey Gundlach is expecting though times for the housing market — so tough that he’s shorting homebuilders. (more…)
Buffett: Economy Picking Back Up
Warren Buffett says he wasn’t too surprised by the weak first quarter GDP report, and says things appear to be picking up in the second quarter. (more…)
DoubleLine Strategist: Beware The "Walking Dead"
Bonnie Baha, the director of global developed credit at Jeffrey Gundlach’s DoubleLine Capital, says that investors should beware of “zombie retailers”. (more…)
Paulsen: Economy Could Help Return Greed To Wall Street
Wells Capital’s Jim Paulsen says that while many have been focused on the recent trouble in tech and momentum stocks, the economy has been faring pretty well and may provide…