Hedge fund guru David Einhorn says he increased his bullish bets last month, but remains concerned about several issues, including the Federal Reserve’s low-interest rate policy. In a conference call…
Category: Economy
Shiller on Housing, QE3
Yale Economist Robert Shiller says he’s not sure if the housing market has bottomed, and says it’s likely that an environment of austerity is behind the recent economic slowdown. Shiller…
Krugman: Austerity -- Not More Debt -- Is The Danger
Nobel Prize-winning Economist Paul Krugman is continuing to say that the U.S. needs to spend more — not undertake austerity measures — to get out of its economic malaise. Krugman…
El-Erian: Macro Headwinds Battling Micro Strength
PIMCO’s Mohamed El-Erian says that the U.S. economy is having trouble gaining traction, as evidenced by the latest GDP report. El-Erian tells Bloomberg that in addition to the headline growth…
Ritholtz: Don't Believe the Hype; American Future Is Bright
Barry Ritholtz of FusionIQ and The Big Picture blog says that, despite what the doom and gloom crowd says, America is not in decline. Ritholtz tells Yahoo! Finance’s Daily Ticker…
Shiller: Housing Could Fall Further -- But Not By Much
Yale Economist Robert Shiller, who predicted the housing market crash, says he thinks home prices could fall further, but he doesn’t expect more major declines. Shiller tells FOX Business Network that…
Hussman: Profit Margins Skewing Valuations
John Hussman, whose funds had strong long-term track records before getting hit hard the past few years, says those who contend stocks are cheap are way off base. “I can’t…
Fisher on Why Today Is Like the Early '90s
Kenneth Fisher says the market and economic environment right now are reminding him of the early 1990s, and says it’s a good time to buy stocks — selectively. “Let me…
Paulsen likes EMs, Industrials, Financials
Wells Capital’s James Paulsen says he thinks investors would be wise to look at stocks in the emerging market, industrial, and financial areas of the market. In a radio interview,…
Top Bond Managers Look for More QE
Three top bond fund manager says that a weakening U.S. economy will lead the Federal Reserve to enact “QE3” — another round of quantitative easing — and they are positioning…