While murmurs of a potential “QE3” — that is, a third round of quantitative easing by the Federal Reserve — continue to hover over the stock market, Kenneth Fisher says…
Category: Economy
Baron: Stocks Cheap, Economy Better Than You Think
Top hedge fund manager Ron Baron says that the recent market turmoil is not signaling another 2008-like crash. In his latest quarterly letter, Baron says that after Lehman Brothers collapsed…
Gross: International Love Affairs on The Rocks
PIMCO’s Bill Gross says several deteriorating international relationships are having a big impact on the investment landscape. In his latest investment commentary, Gross looks at three areas with on-the-rocks “love…
Sonders on Earnings and The Market
While some fear that a decline in corporate earnings growth will send the stock market tumbling, Charles Schwab Chief Investment Strategist Liz Ann Sonders says they’re off base. “There is…
Wien Still Optimistic
Byron Wien says he thinks the stock market will be higher at year-end, and thinks the economy will improve — though not as much as he previously thought. Wien, the…
Paulsen: Buy What Others Are Avoiding
Wells Capital Management Chief Investment Strategist James Paulsen says U.S. consumers and the U.S. economy are being more resilient than many think. Paulsen also tells Bloomberg that he’s high on…
Stocks Pricey and Risky -- But Shouldn't Be Avoided, Shiller Says
Yale Economist Robert Shiller says he thinks stocks “look highly priced, but not super highly priced”. In an interview with Consuelo Mack on WealthTrack, Shiller says the market’s 10-year price/earnings…
Top Fund Manager Putting Cash To Work
Steven Romick, who has been one of the U.S.’s top mutual fund managers for over a decade, says he’s tilting his portfolio toward larger firms with international, non-dollar exposure. Romick…
Bogle Sees Stocks Outperforming Bonds
Vanguard Founder Jack Bogle says the odds are “very, very much in favor of stocks” outperforming bonds over the next decade, but also says investors might want to take a…
Fisher: This Is No 2008; Buy on Volatility
Kenneth Fisher says the wild recent market swings are not the start of another 2008-like plunge, and thinks the global bull market in equities will resume “with gusto” in 2012.…