For some time now, the consensus has been that the Federal Reserve will finally start raising interest rates this September. Don’t count on it, says bond guru Jeffrey Gundlach. (more…)
Category: Economy
Siegel: September Rate Hikes Would Lead To Strong Q4
Author and Wharton Professor Jeremy Siegel says that, if the Federal Reserve does start increasing interest rates in September, it could be a blessing for the stock market. (more…)
Top Fund Manager On "Colossally Artificial" Markets
In a couple of rare interviews, top stock-picker Joel Tillinghast recently said that he thinks markets have gotten “colossally artificial”, and that he’s finding more value opportunities overseas than in…
Paulsen: Market Needs A Correction To Move Forward
Wells Capital’s James Paulsen thinks a much-needed correction is coming for the stock market. (more…)
How Fracking And The Fed Staved Off A Recession
The Economic Cycle Research Institute finally threw in the towel on its off-the-mark 2012-13 recession call earlier this month. But given the firm’s stellar long-term track record, ECRI’s take on…
Mobius: Blame The Internet For Deflation
Deflationary pressures have been at work in the US for some time now, part of why the Federal Reserve has kept interest rates so low. And Templeton Asset Management’s Mark…
Herro: There's Value In Europe
Top fund manager David Herro is finding a lot of value in the unloved European region, as well as in Japan. In a recent letter to his Oakmark International shareholders,…
Ritholtz Not Worried About Yellen Or Bubble Talk
While pundits have been throwing around the term “bubble” throughout the stock market’s climb over the past few years, Barry Ritholtz doesn’t sound concerned that we’re in one. (more…)
Fisher: Don't Worry About The Bull's Age, Or Rate Hikes
Is the length of the bull market reason for concern? No way, says Kenneth Fisher. (more…)
Buffett Talks Valuations, Bonds, And Interest Rates
Are stocks cheap or expensive? Warren Buffett says it all depends on what happens with interest rates. (more…)