While stocks have stumbled out of the gate in 2014, Wharton’s Jeremy Siegel doesn’t think the declines are a sign that the bull market is ending. “While I still think…
Category: Economy
Brown on The Valuation Debate
Are stocks overvalued and headed for a crash? Josh Brown of Ritholtz Wealth Management and The Reformed Broker blog doesn’t think so. While many have pointed to the fact that…
Sonders: December Jobs Numbers Look Like A Fluke
Charles Schwab Chief Investment Strategist Liz Ann Sonders says the market does have a couple strikes against it right now, but they are likely short term issues, she contends. Sonders…
Herro on 2014, and What Japan Needs To Do Now
Top fund manager David Herro says that, while stocks jumped far more than most expected they would in 2013, they still should have room to run going forward. “Despite the…
Achuthan, ECRI Not Budging
Lakshman Achuthan, whose Economic Cycle Research Institute has a strong track record of calling economic expansions and recessions, has faced a lot of criticism for ECRI’s contention that the U.S.…
Doll's 2014 Forecast
Heading into 2014, Nuveen’s Bob Doll sees growth strengthening and a good year — though not as good as 2013 — for stocks. Doll writes for Barrons that he expects…
Faber on Discipline and Diversification
Marc Faber of the Gloom, Boom & Doom Report is worried about inflation given the Federal Reserve’s massive money printing efforts. But he doesn’t think diving headlong into gold and/or…
Fisher: Don't Believe The 2014 Consensus
While consensus estimates have stocks gaining about 6% in the coming year, top strategist Kenneth Fisher thinks that figure will be much higher. “Yes, this bull market has moved well…
Why Doing 'Nothing' Is Good For Your Portfolio
When fears are high, it’s natural to want to jump out of stocks. But while it might seem logical to avoid equities during tough times, The Motley Fool’s Morgan Housel…
Rethinking Economic Gauges
When it comes to assessing the state of the economy, gross domestic product has long been viewed by many as something close to gospel. But the government will soon begin…