Rob Arnott of PIMCO and Research Affiliates says that he expects developed world growth to significantly lag emerging market growth in the coming years — and says investors should take…
Category: Economy
Muhlenkamp: Cautious, But Sees Big Rewards on Horizon
Top value investor Ron Muhlenkamp says he’s holding more cash than he normally would in a recovery, because of concerns about European debt, the U.S.’s balance sheet, and China’s tightening.…
Mobius on Commodities, China, The Euro, and Nigeria
Templeton Asset Management’s Mark Mobius says he expects commodity prices to continue to rise, both because he thinks the Federal Reserve will continue to pump more money into the economy,…
Siegel: Valuations Setting Market Up For Strong 3 to 5 Years
Author and Wharton Professor Jeremy Siegel says he expects the stock market to remain volatile, but says he thinks stocks are offering “extraordinary” long-term values. Siegel tells CNBC that stocks…
Buffett Talks Unemployment and Housing
Warren Buffett says unemployment will fall significantly only when the overhang of housing supply works its way off. Buffett tells Bloomberg that he thought we’d begin to see the end…
Gross: Fix Labor If You Want To Fix Wall Street
PIMCO’s Bill Gross says that America must focus on helping its laborers if it wants to help the economy — and Wall Street. “Long-term profits cannot ultimately grow unless they…
Leuthold Strategists: We're in a Bear, But it Should End Soon
Steven Leuthold and Doug Ramsey of Leuthold Weeden Capital Management say that, despite what some major U.S. indices say, we are in a bear market for equities. But, they also…
Bogle: Market Is a "Giant Distraction" for Investors in the Short Term
Vanguard founder Jack Bogle says the stock market is a “giant distraction to the business of investing”. Over the long run, he tells Fox Business Network, stock returns depend on…
Paulsen: Time to Move toward Cyclicals
Wells Capital Management Chief Investment Strategist James Paulsen says he thinks it’s time to lighten up on safety-oriented stocks like utilities and consumer staples, and put cash into more cyclical-type…
Deflation Could Help Us, Trahan Says
Highly-rated strategist Francois Trahan says that “deflation” is not a dirty word, and that the Federal Reserve could help the economy by allowing deflation to stem commodity price inflation that…