What’s on Jeremy Grantham’s mind? Ten things, and in his second quarter letter, the renowned value investor lays out the lot of them. As usual, Grantham’s areas of interest go…
Category: Economy
Muhlenkamp Sees Few Values, Lots of Margin Debt
Value strategist Ron Muhlenkamp says he’s not finding a lot of value in the stock market right now. And while he doesn’t think a recession is around the corner, he…
Doll: Expansion Likely Has Years Left
Nuveen’s Bob Doll says this bull market and economic recovery has been the least believed of his career. But he says that has made for an excellent investment environment — and…
Gross On China, And The Global "Shell Game"
Bond guru Bill Gross says central banks across the globe are playing a “shell game” with financial markets. And once the game ends, he thinks markets are likely to tumble.…
Gross On China, And The Global "Shell Game"
Bond guru Bill Gross says central banks across the globe are playing a “shell game” with financial markets. And once the game ends, he thinks markets are likely to tumble.…
Dalio Changes View On China -- Or Does He?
It seems that hedge fund guru Ray Dalio’s take on China has changed — though to what degree is debatable. (more…)
Wien Bullish On Biotech, And The Economy
Top strategist Byron Wien thinks the economy will fare much better in the second half of the year, and says he is high on biotech stocks. (more…)
Paulsen: Calmness And Valuation Make Market Vulnerable
While investors have been fixated on the Greek debt crisis, James Paulsen of Wells Capital Management says there’s another big factor that markets must deal with. (more…)
Streaking Serving Sector Still Serving Up Values
In his latest column for Seeking Alpha, Validea CEO John Reese says the US service sector has been on a remarkable run. And, he says good buys remain in the…
Faber On The China Threat
China’s slowing economy may be the biggest threat to the global economy according to Marc Farber. (more…)