Wells Capital Management’s James Paulsen thinks cyclical stocks will continue to outperform the broader market for some time. Paulsen tells Yahoo! Finance’s Breakout that cyclicals tend to outperform as long…
Category: Economy
Achuthan, ECRI Stand Pat On Recession Call
Lakshman Achuthan of the Economic Cycle Research Institute says that, despite all the positive economic reports we’ve seen recently, several key indicators show the economy is actually on the decline…
Gross vs. Cooperman on Treasurys
Are Treasury bonds a good place to be, or quite dangerous? Two top strategists — Bill Gross and Leon Cooperman — have very different takes. Hedge fund guru Cooperman tells…
FPA's Rodriguez: Bigger Crisis Coming If U.S. Doesn't Act Soon
Top strategist Bob Rodriguez of FPA Capital — one of the few to warn about the 2008 financial crisis in advance — says the window the U.S. has to confront…
Doll: Long-Term Looks Good For Stocks, Short-Term Questionable
Blackrock’s Bob Doll says the longer-term picture for stocks is a good one, though there may be some “corrective action” in the shorter-term. “Looking ahead, we believe the backdrop for…
Oberweis: Small-Caps Attractive Even If Economy Slows
Newsletter guru Jim Oberweis says that an improving economy and the fact that this is an election year bode well for stocks in 2012 — and that many small-caps should…
Yardeni: Numbers Show "Old Normal" Reigns
Strategist Ed Yardeni says that the “New Normal” scenario that has been promulgated by Bill Gross and PIMCO is off base — and says recent economic data proves it. “While…
Sonders: Recovery Becoming Self-Sustaining
Charles Schwab’s Liz Ann Sonders, whose calls on the start and end of the Great Recession proved very accurate, says she thinks the U.S. economy is entering the second phase…
Mobius: A Lot to Like in Brazil
Templeton Asset Management’s Mark Mobius is bullish on Brazil, saying a number of factors are making the Latin American giant an attractive spot for investors to look. “The country’s motto…
Fisher: PIIGS Won't Stop Market This Year
Kenneth Fisher says the European debt crisis won’t be enough to stop the stock market in 2012, and expects a big up year for stocks. “Volatility spooked investors in 2011,…