While she’s known for her bearish calls, including her prescient prediction of the banking crisis that hit the U.S. in 2008, analyst Meredith Whitney says she’s seeing “incredible opportunities” for…
Category: Economy
Hussman: Recession Now "Virtually Certain"
Fund manager John Hussman says a new recession — and a Greek debt default — are now “virtually certain”. In his latest market commentary, Hussman says that the markets seem…
Are Stock Prices Already Factoring In An Earnings Slowdown?
Michael Lipper, a former president of the New York Society of Security Analysts, says he thinks stocks are already pricing in a slowdown in sales growth and a decrease in…
Sonders: Want Job Growth? Provide Regulatory Clarity
Charles Schwab Chief Investment Strategist Liz Ann Sonders sees weak growth for the U.S. for “quite some time” — though she doesn’t see another recession on the horizon — and…
The Not-So-New Macro Investing World
For investors, much of the decade since the September 11 attacks seems to have been dominated by an unprecedented slew of troubling macroeconomic issues: terrorism fears, a financial crisis, natural…
Winters: "It's a Great Time to Be a Value Investor"
Top fund manager David Winters says it’s a “great time to be a value investor”. Winters tells Bloomberg that “I think there’s a lot to do today because people are…
Bogle: Stay Disciplined -- And Don't Bother With Gold
Vanguard founder Jack Bogle says he thinks stocks will outperform gold over the next decade. “I think so for a simple reason, and that is stocks have an internal rate…
Shiller On How To Provide Stimulus Without Higher Deficits
The need for stimulus and the reluctance to increase the national deficit — it’s these two concepts that many feel are leaving the U.S. in an untenable position. But Yale…
Gross: Fed Policies May Be Destroying Credit, Not Creating It
The Federal Reserve has for the past few years maintained a low interest rate policy in order to make credit easier to obtain and growth easier to come by. But…
Doll: Investors Making "Ludicrously Conservative" Assumptions
Blackrock Chief Equity Strategist Bob Doll says investors who are piling into Treasury bonds are making “ludicrously conservative” assumptions about the economy and stock market. Doll says that, with about…