The stock market’s struggles and some weakness in recent economic data have scared some investors out of stocks. Top strategist Charlie Dreifus of Royce & Associates isn’t one of them.…
Category: Economy
Wien Still Sees Big Gains For US Markets This Year
Blackstone’s Byron Wien says stocks are still on track for a strong year, though he thinks the short term weakness may not be over. (more…)
Sonders: "Everybody Is Looking For That Next Crisis"
Charles Schwab’s Liz Ann Sonders says that the specter of the 2008 financial crisis and market crash is still haunting many investors — and that’s a good thing. “I think…
Top Forecaster: No Slowdown In 2014
One of the top economic forecasters says he doesn’t agree with those who see a slowdown coming for the U.S. economy this year. (more…)
Montier Not Finding Much Safety
James Montier and GMO are known for their conservative, cautious approach — a mindset that has helped the firm often recognize market and economic problems well ahead of others. So,…
Fund Manager Of The Year Talks Strategy, Current Market
Morningstar International Stock Fund Manager of the Year Daniel O’Keefe recently appeared on WealthTrack with Consuelo Mack to discuss how his Artisan International Value and Artisan Global Value funds have…
Yardeni: EM Fears Creating Buying Opportunities
Top strategist Ed Yardeni says recent emerging market troubles aren’t likely to halt the US bull market, instead seeing the recent stock market declines as a buying opportunity. “This seems…
Sonders on an EM Contagion
Charles Schwab’s Liz Ann Sonders thinks we are likely to see more short term weakness in the stock market, but she doesn’t think emerging market troubles will upend the broader…
Paulsen: Cocktail of Factors May Spark Inflation Fears In 2014
Could 2014 finally be the year that long-simmering inflation fears boil over? Wells Capital’s Jim Paulsen thinks it just might be. “In the last five or six years we’ve been…
Hyman & Miller on What They're Watching In 2014
In a joint interview with Consuelo Mack on WealthTrack, legendary fund manager Bill Miller and top analyst Ed Hyman recently discussed their outlooks for 2014. Both sounded optimistic, with Hyman…