Top fund manager John W. Rogers Jr. says he thinks we are “only in the fourth or fifth inning of this recovery,” and he expects the stock market to do…
Category: Economy
Shiller Still Not Sure About Housing Rebound
While many believe the housing market has turned a corner, Yale housing guru Robert Shiller isn’t so sure. Shiller tells Bloomberg that while short-term indicators are up, that also happened…
Five Retail Picks for the Gurus
In his latest column for Forbes.com, Validea CEO John Reese says that the U.S. consumer is continuing to show resilience despite economic fears, and that has helped create some big…
Ritholtz's 10 Trends To Watch
Barry Ritholtz of FusionIQ and The Big Picture blog recently offered his “10 Trends to Watch in Finance for 2013”, and among them is “The death of buy-and-hold has been…
Sonders: Housing Recovery Should Continue -- And Help Labor Market
Charles Schwab Chief Investment Strategist Liz Ann Sonders — whose calls on both housing and the economy have been quite accurate over the long term — says housing should continue…
El-Erian: End May Be Near For "New Normal"
When the financial crisis of 2008-09 hit, bond giant PIMCO was quick to say that the U.S. had entered a “New Normal” of slow growth, high unemployment, and debt woes. Now,…
Hyman, Stattman On What To Expect In 2013
Two top strategists — ISI Group’s Ed Hyman (who has long been ranked Wall Street’s top analyst) and Blackrock fund manager Dennis Stattman — are sounding somewhat bullish on stocks…
Pabrai: U.S. Economy Will Surprise
Hedge fund manager Mohnish Pabrai thinks the economy is going to fare much better than many people think heading into 2013. “I think that people are going to be surprised…
Doll: Fading Euro Fears To Help Stocks in 2013
Bob Doll, formerly of Blackrock and now with Nuveen Asset Management, thinks cyclical stocks should fare well in 2013. Doll tells Bloomberg that he expects the economy will continue to…
Wien's 10 Surprises for 2013
Blackstone Advisory Partners’ Byron Wien has released his annual list of “Surprises” for 2013, and as always he has some intriguing possibilities on the list. Wien (who defines a “surprise”…