Yale Economist Robert Shiller says that some tech stocks look and feel like they are in a bubble right now, but that it doesn’t seem as bad as the late…
Category: Economy
Sonders: Conditions Aligning For Capex Turnaround
US companies are sitting on record amounts of cash, and when they’ve put cash to work over the past few years they’ve tended to do so through buybacks and dividends…
Hulbert: Don't Fear The Flattening
Much has been made recently of the flattening yield curve. But Mark Hulbert says the data indicates the flattening isn’t a major trouble sign. (more…)
Rosenberg: Rate Hike Impact A Ways Away
Worried about the interest rate hikes that may be coming sooner than many had expected? Top economist David Rosenberg says to relax. (more…)
One Country And Four Sectors Robert Shiller Likes Now
Nobel Prize-winning Yale Economist Robert Shiller recently appeared on WealthTrack and offered some of his thoughts on where he’s been finding value in the stock market. (more…)
Buffett's "To-Don't" List
When you are widely considered the greatest investor in the world, people want you to give them advice on what they should do. But in a recent CNBC appearance, Warren…
Fisher: It Sounds Crazy, But ...
Worried about the U.S. economy? Emerging markets? Europe? Kenneth Fisher says not to focus on short term problems, but instead the enormous long term potential he sees in play. “Forget…
Sonders On Weather, Inflation, And The Fed
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she thinks the market’s recent turnaround has more to do with a belief that weather has been behind some weak economic…
Hussman: Margin Argument Doesn't Hold Water
Could historically high profit margins be the result of more foreign profits, making the high margins a new reality rather than anomaly? Fund manager John Hussman says the data says…
Rosenberg: Inflation Is Coming
Once a major worry amid the Federal Reserve’s massive quantitative easing program, inflation seems to have taken a back seat in investors’ minds. But top economist David Rosenberg says not…