Stock market talk has been filled with references to “bubbles” over the past couple years. But Wharton Professor and author Jeremy Siegel says those seeing a bubble in the current…
Category: Economy
Marks: The Future Is Unknowable, So How Should We Invest?
Howard Marks, Oaktree’s CEO, recently wrote an article for Barron’s on investment risk, and how to quantify it. His answer: you simply can’t. (more…)
Shiller: No Bubble, But US Stocks Very Pricey
Nobel Prize-winning economist Robert Shiller says US stocks are among the most overpriced in the world. But he’s not ditching American equities altogether. (more…)
Baron On The Futility Of Forecasting, And Why Inflation Is Higher Than You Think
Billionaire investor Ron Baron has a message for those who are trying to predict how day-to-day news will impact the stock market: Stop. (more…)
Reese: Rate Hike Reality Far More Complex Than It Appears
If you’ve been listening to the financial media in recent months, you’ve probably gotten the idea that the interest rate hikes that seem to be on the horizon spell big-time…
Sonders, Schwab: Let's Get Normalized
A closely fought “tug-of-war” between bulls and bears has kept stocks trading in a tight range this year, and Charles Schwab strategists think the battle could continue for a while…
Sonders, Schwab: Let's Get Normalized
A closely fought “tug-of-war” between bulls and bears has kept stocks trading in a tight range this year, and Charles Schwab strategists think the battle could continue for a while…
Gross On The Next Liquidity Crisis
Bond guru Bill Gross says that, once the global flood of quantitative easing ends, we could be in for another liquidity crisis. (more…)
Cooperman: Rate Hike Fixation Lacking In Reason
Top value strategist Leon Cooperman says that, while stocks are not cheap, the factors that would cause a bear market are “just not present” right now. (more…)
Be Careful With Regional Bank Stocks
It continues to seem likely that the Federal Reserve will start raising interest rates later this year, which has some investors thinking bank stocks are a good bet. But be…