Are historically high profit margins for U.S. firms sustainable, or will they come bouncing back to the mean — and throw a wrench into the stock market in the process?…
Category: Economy
Faber: Don't Expect Too Much From Rally
Marc Faber of the Gloom, Boom & Doom Report says equities may rally in the short term, but he doesn’t think it will be a long-lasting bullish move. “The rally…
Hulbert: Black Friday Not A Market Predictor
While the success of retailers on Black Friday can send stocks up or down in the very short term, Mark Hulbert says investors shouldn’t think that such market moves are…
Doll: Political Will Needed to Fix European Situation
Blackrock’s Bob Doll says that he thinks Europe is already in a recession, and that solving the continent’s debt crisis is not a matter of economics but instead one of…
Winters On How To Tap Into EM Growth, And Limit European Risk
Top fund manager David Winters says he’s finding value in Western companies with exposure to emerging markets, the type of companies that have helped his Wintergreen fund produce strong returns…
Buffett On The Prowl in Japan
Warren Buffett is looking for investment opportunities in Japan, saying that neither the huge earthquake that devastated the country earlier this year nor the recent scandal surrounding Olympus Corp. have…
Fisher: Buy on Fear
Kenneth Fisher says that fears of a eurozone collapse and a double-dip recession in the U.S. continue to be overblown, and thinks stocks are positioned well heading into 2012. “Sentiment…
Cooperman, Gabelli, Whitman Talk Value
The latest issue of Columbia Business School’s Graham & Doddsville newsletter features interviews with three top investors, Leon Cooperman, Mario Gabelli, and Marty Whitman. (Tip of the cap to GuruFocus.com…
Buffett Bullish on Big Blue, Says Housing in "Depression"
Warren Buffett’s Berkshire Hathaway has taken a 5.4% stake in tech sector giant IBM, and he remains upbeat on equities over the long haul, though he says a “depression” in…
Top U.K. Manager Sees Trouble for Economy, But Not for Stocks
Neil Woodford, the U.K. manager whose fund has posted very strong results over the past year and over the long term, thinks Europe is headed for recession, but thinks equities…