Top value strategist Mario Gabelli says that the economy looks steady, but adds that there is not much of a margin of safety in stocks right now. (more…)
Category: Economy
Sonders Talks Inflection Points, and Zweig's Greatness
In a wide-ranging interview with Barry Ritholtz on Bloomberg’s Masters In Business podcast, Charles Schwab’s Liz Ann Sonders offers her take on the bull market, and a look at her…
Dalio vs. Bernanke On Secular Stagnation
Former Federal Reserve Chairman Ben Bernanke may disagree, but hedge fund guru Ray Dalio says we’re in a period of secular stagnation. (more…)
Don't Get Tempted By Europe, Bond Guru Says
Top bond fund manager Bonnie Baha of DoubleLine Capital says that, with central banks around the globe distorting asset values, investors shouldn’t be tempted into taking on riskier bets in…
Where A Bond Guru Is Finding Value
Top bond fund manager Stephen Smith thinks that three key factors — oil’s decline, interest rate declines, and tumbling non-US currencies — will lead to better-than-expected global growth. (more…)
Druckenmiller Says Very Unhappy Ending May Await Investors
Retired star hedge fund manager Stanley Druckenmiller says investors should be wary because the Federal Reserve’s loose money policies have yet to come home to roost. (more…)
The "Time Correction"
For some time now, a number of strategists have been saying we may be headed for a correction. Charles Schwab’s Liz Ann Sonders says we may be getting one —…
Fisher On False Fears, And False Hopes
Top strategist Kenneth Fisher says that he is keen on European stocks because of “false fears” in the region, while he is down on Japanese stocks because of “false hopes”…
Why Good Investors Like Bad "Vacation Spots"
If you’re looking for good vacation ideas, you should look for places with positive reviews on any number of websites that offer ratings on hotels, restaurants, and activities. If you…
El-Erian Talks Europe, The Dollar, And Volatility
Mohamed El-Erian says he expects volatility to increase in the stock market, and says it’s not a time to be buying broad index funds. (more…)