Top hedge fund manager John Paulson thinks the European debt crisis is going to worsen, thanks to continuing problems in Spain. “Mr. Paulson told investors in a call on Monday…
Category: Economy
The Gurus Test Drive Auto Stocks
In his latest column for Canada’s Globe and Mail, Validea CEO John Reese takes a look at the resurgent auto industry. Reese says that the auto industry, which not too…
Siegel Sees Market Moving Higher, But Warns Of Tax Headwind
Author and Wharton Professor Jeremy Siegel says he thinks stocks will move higher by the end of 2012, but thinks the lack of resolution regarding extensions of key tax cuts…
Gabelli Talks Europe, and the U.S.'s "Fiscal Cliff"
Value investing guru Mario Gabelli says a number of factors are pushing and pulling on stocks right now, and recently discussed some of those issues with Bloomberg. Gabelli says about…
Sonders: Sentiment Picture Hasn't Dented Bullish View
Charles Schwab Chief Investment Strategist Liz Ann Sonders says that while a rise in investor sentiment has made the market more vulnerable to bad news in the short term, she…
Cohen: U.S. Has Advantages Over Other Developed Economies
Goldman Sachs partner Abby Joseph Cohen says she expects U.S. stocks’ bull run to continue, and says she thinks the next recession won’t happen anytime soon. Cohen tells Bloomberg that…
Herro: Fear Has Blue Chips Undervalued
Top fund manager David Herro of Oakmark says high levels of fear among investors have big, global blue-chip equities trading at very attractive values. Herro tells CNBC that he is…
Doll: Market Looks Good, But Political Risks Loom
Blackrock’s Bob Doll says he thinks stocks have yet to hit their 2012 highs, but cautions that several factors — especially political issues in the U.S. — could pose a…
Paulsen: Stocks Are Attractive, Gold Is Not
Wells Capital’s Jim Paulsen says the stock market environment “remains very good”, though he advises shifting out of stocks that have done well in the first quarter and into those…
Lee and Rosenberg Square off on Stocks
Thomas Lee, chief U.S. equity strategist at JPMorgan Chase, and David Rosenberg, chief economist and strategist at Gluskin Sheff & Associates, went head-to-head recently on Bloomberg in discussing their differing…