Top strategist Jim Rogers says the economy is shifting from one that is driven by the financial sector to one that will be driven by commodities. Rogers tells CNBC that…
Category: Economy
Arnott: Time To Take Risk Off Table
Top fund manager Rob Arnott says that it’s becoming “embarrassing” to admit you’re a bear lately, and that means it’s time to be cautious. “If you look at advisor sentiment…
Grantham on a Low-Growth, Overpriced Environment
Equities and other assets have become overpriced (to varying degrees) just about everywhere you look, GMO’s Jeremy Grantham says in his latest quarterly letter. “Courtesy of the … Fed[‘s] policy,…
Paulsen: This Isn't a Sugar High
Wells Capital’s Jim Paulsen thinks stocks are on their way to record highs, and says the economy is stronger than the Federal Reserve is giving it credit for. Paulson tells Bloomberg…
Sonders on "Rational Exuberance"
Retail investors have, at long last, been coming back to stocks in the first month or so of 2013, and Charles Schwab Chief Investment Strategist Liz Ann Sonders says it’s…
Why You Should Welcome Weak GDP Forecasts
On Amazon.com’s Money & Markets blog, Validea CEO John Reese discusses the low-growth expectations for the U.S. economy — and why he likes them. “No, I’m not heavily short on…
Gross on the "Credit Supernova"
In his latest Investment Outlook, PIMCO’s Bill Gross says that the U.S. is heading toward a “credit supernova”, with exponentially rising amounts of credit leading to an eventual implosion of…
Rogers Looking To Niche Areas
Top fund manager John W. Rogers Jr. says he’s focusing on “service companies in niche areas” in 2013. “A chorus of voices continues to fret about a new normal, whereas…
Buffett On Debt, Index Funds, and More
In an interview with CBS’ Sunday Morning, Warren Buffett says he’s not worried about the U.S. debt. A rising debt/GDP ratio isn’t good, he says, and the country does need…
Arnott: "3-D Hurricane" Still Bound For U.S.
Though the market and economy have been looking up recently, Rob Arnott says he still expects a “3-D Hurricane” to cause problems in coming years. The three Ds — debt,…