The Economic Cycle Research Institute’s Lakshman Achuthan, whose group has a strong track record of forecasting economic cycles, continues to think we’ve been “tipping into a recession” since September. Achuthan…
Category: Economy
Sonders on the "Real Mortgage Rate"
While many news outlets and pundits have been reporting on how historically low mortgage rates could spur housing demand, Charles Schwab’s Liz Ann Sonders says that they’re missing a big…
Doll Thinks "Period of Greatest Risk" Has Passed
Blackrock’s Bob Doll says that it looks like odds of the European debt crisis being resolved are increasing, and that the danger to the stock market is abating. “The debt…
Economy Now Hinges on Psychology, Gabelli Says
Mario Gabelli says that the fundamentals of the economy indicate the U.S. will avoid recession, but says that psychology of consumers and businesses is the “wild card” in determining just…
Nygren on a "Once-in-a-Generation" Opportunity
Top value fund manager Bill Nygren says that investors should stop paying attention to every zig and zag the stock market makes, and instead take advantage of a “once-in-a-generation opportunity”…
Akre Likes Discounters
Top value investor Chuck Akre has built on his excellent long-term track record this year, and now he’s high on discount retailers and at least one cell phone tower company.…
Look Beyond Europe News, Sonders Says
Charles Schwab’s Liz Ann Sonders — whose calls on the start and end of the “Great Recession” proved quite accurate — warns against hyperfocusing on Greece’s debt problems. “Even the…
Fisher: The Economic Data Is Better than Many Think
Kenneth Fisher says the fact that GDP growth nearly doubled in the U.S.’s third quarter is far from the only positive economic sign out there — even though the media…
Gross & El-Erian See Weak Growth, and the Need for Gov't Spending
In a rare joint interview, PIMCO’s Mohamed El-Erian and Bill Gross say that the US will continue to experience slow growth because of structural problems with the economy, and that…
De Vaulx Likes Japanese & European Firms
Top value investor Charles de Vaulx is high on Japanese stocks and stocks of European companies with global exposure. De Vaulx tells Bloomberg that there are a lot of strong…