Whitney Tilson says the U.S. economy is in better shape than most people think, and he is finding big value in a number of prominent companies’ shares. “The U.S. has…
Category: Economy
Hedge Fund Chief: Asia Offers Big Opportunities for Value Investors
Michael van Biema, whose value-focused firm’s funds garnered several InvestHedge awards in 2010, says the Asian markets are offering particularly good opportunities for value investors. “They’re getting really, really cheap…
Ritholtz: Government Should Focus on Infrastructure
Barry Ritholtz says that America needs to undertake a major infrastructure repair and rebuilding program, which would stimulate the economy and provide a number of other benefits. “We have allowed…
Siegel: ECB Should "Backstop" Debt; U.S. Should Wait on Austerity Measures
Author and Wharton Professor Jeremy Siegel says that the European Central Bank should provide the liquidity needed to help the debt crisis in Europe, and that such a plan doesn’t…
Arnott: We're In Recession; Emerging Markets Attractive
Rob Arnott of PIMCO and Research Affiliates says there are “pretty high odds” that the economy is in the second dip of a double-dip recession, and thinks emerging market stocks…
GDP Fixation Is "Silly", Fisher Says
Investors will no doubt be eagerly awaiting the third-quarter gross domestic product readings in the coming weeks. But top investor Kenneth Fisher has advice for them: Ignore it. “GDP calculations…
Paulsen On Our "Crisis-Phobic Culture"
Wells Capital Management’s James Paulsen says he thinks we are in the midst of a “crisis-phobic culture”, and that U.S. investors are putting too much emphasis on what happens in…
Bearish Case "Short of Substance", Birinyi Says
Laszlo Birinyi, who warned about financial stocks in the summer of 2008 and turned very bullish on the market not long after it bottomed in 2009, says he isn’t buying…
Doll: U.S. Economy "Doing Just Fine, Thank You"
Blackrock’s Bob Doll says the U.S. economy “is doing just fine, thank you”, and expects to see second-half growth come in around 2%. Doll also tells Bloomberg that he expects to…
Herro: "Real" Economy Doing Well
Oakmark’s David Herro — who last year was named one of Morningstar’s Fund Managers of the Decade — says that European debt fears and dire predictions about the global economy…