Templeton Asset Management’s Mark Mobius says that stimulus efforts by central banks around the world are helping to push funds into frontier markets. He tells Bloomberg that he’s high on…
Category: Economy
The '90s Valuations Were Right, Just Early, Says JPM Strategist
J.P. Morgan senior economist James E. Glassman says the stock market remains cheap, and thinks that the macroeconomic picture remains bullish for stocks while the micro outlook involves some cautiousness.…
Hussman: It's An Awful Time To Invest
Last week, we noted how The Wall Street Journal’s Jason Zweig says that we’re in the best time ever for individual investors, thanks largely to the way fees have declined…
Birinyi: Market May Be "Insisting" Economic Consensus Is Wrong
Strategist Laszlo Birinyi is seeing parallels between today’s stock market sentiment and the bond market sentiment of the mid-1990s, and says that’s good news for stocks. “In 1995, the consensus…
Buffett On Stocks, In-Laws, and Why He Wants Some of His Stocks to Fall
In his recently released fourth-quarter letter to Berkshire Hathaway shareholders, Warren Buffett reiterates his belief that stocks are a much better investment than gold or bonds, and explains why he…
Sonders Likes Cyclicals, A Bit Wary of Defensive Sectors
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she doesn’t think earnings forecasts are too high for 2012, and says investors should not be overexposed to defensive areas of…
Shiller on Stocks, Housing
Yale economist Robert Shiller, one of the few to foresee the bursting of both the Internet and housing bubbles, says that while stocks are pricey right now, he still prefers…
Reese: Stocks that Have the (Capital) Goods
With the economy rebounding, Validea CEO John Reese says several stocks in the capital goods sector are looking attractive right now. “Just when things looked so bleak [last summer], the…
Grantham: Investment Outlook "Not Bad At All"
GMO’s Jeremy Grantham has released his fourth-quarter letter, and, while the often-gloomy strategist focuses a good deal on the troubling flaws of the existing capitalist system, his investing outlook paints…
Gross: Zero-Bound Rates Will Cause Big Trouble
PIMCO bond guru Bill Gross is reiterating his belief that zero-bound interest rates will become a major problem for the economy, and markets. “Books such as ‘Stocks for the Long…