Steven Romick’s FPA Crescent fund is in the top 3% of funds in its class over the past 15 years, according to Morningstar, and in a recent interview with Forbes’…
Category: Economy
Is The U.S. The Next "Emerging Market"
What will the next big emerging market be? Africa? Southeast Asia? Nope, says the man who created the “emerging market” moniker. He says the next big “EM” will be the…
Why Hussman Remains Bearish
Fund manager John Hussman has remained one of the staunchest bears in the stock market. And in a recent presentation (a tip of the hat to Business Insider for posting…
Why Goldman Raised Its Outlook For Stocks
Goldman Sachs has upgraded its outlook for stocks, and Senior U.S. Investment Strategist Abby Joseph Cohen says that’s in large part because a good deal of the current concerns are…
Three Investing Themes For The Rest Of 2013
John Linehan, who heads T. Rowe Price’s U.S. equity division and co-manages its top-performing institutional large-cap value fund, says investors shouldn’t try to time the market, and instead should focus…
Rosenberg: Good News Behind Jobs Numbers
The often-bearish economist David Rosenberg is actually seeing some bright spots for the U.S. economy. Rosenberg tells Yahoo!Finance’s Daily Ticker that labor demand is rising, and firings are at an…
Dreman: Stocks And Housing Are Places To Be
Contrarian guru David Dreman remains concerned about major inflation, and says investors should thus focus on stocks and the housing market. In a column for Forbes, Dreman says that economic…
A Rotation Is Happening -- But Not The One You Think
While many believe the start of a “Great Rotation” from fixed-income assets to stocks has been helping fuel the stock market’s gains, the reality may be that a different type…
Paulsen: Fed A Hindrance To Long-Term Gains
Wells Capital’s James Paulsen says that, with valuations low compared to historical standards, stocks could provide investors with double-digit annual returns over the next decade — if the Federal Reserve…
Arnott Still Sees Low Returns Ahead
While stocks have been climbing higher, fundamental indexing guru Rob Arnott of Research Affiliates hasn’t changed his outlook for the coming decade — and it’s not an optimistic one. In…