Jeremy Grantham says his firm is now “very modest buyers” of equities for the first time since mid-2009. “At the close on August 8, a slightly cheap equity portfolio could…
Category: Economy
Ritholtz Doesn't Think Bottom Is Here, But He's Scaling Back In
Barry Ritholtz of FusionIQ and The Big Picture blog says he doesn’t think the market has bottomed yet, but he is looking to move more of his portfolio back into…
Report: Buffett's Been Buying As Market Falls
Warren Buffett has been viewing the recent market turmoil as a buying opportunity, according to Fortune. “Buffett is looking to buy stocks — oh, and apparently to sell Berkshire bonds…
Muhlenkamp: It's All About Europe
Top value investor Ron Muhlenkamp says he’s finding attractive stocks in the market right now, but that continued selling because of fear or a need to meet margin calls could…
O'Shaughnessy: The Market Is Not The Economy
While fears about the U.S. and global economies are leading many investors to ditch stocks, James O’Shaughnessy’s firm says those fears are reason to embrace stocks, not run from them.…
Bolton: It's a Buying Opportunity
Top U.K. fund manager Anthony Bolton says the recent tumult in global markets has created a buying opportunity in Asian markets. “I believe the recent stock market volatility reflects a…
Siegel: Market Cheap, But Could Get Cheaper
Author and Wharton Professor Jeremy Siegel says he thinks the stock market is selling at an “extraordinarily low” valuation, but that economic fears could continue to push it down further…
Ritholtz Talks Economy, Market
Barry Ritholtz of FusionIQ and The Big Picture blog says the economy is slowing at an accelerating rate, but that what we’re seeing is what is to be expected from…
Sonders on the Impact of a U.S. Downgrade
Charles Schwab’s Liz Ann Sonders says there’s still a possibility that the U.S. could have its credit rating downgraded, but also says the implications of a downgrade may not be…
Krugman: Debt Deal a Dog
Nobel Prize-winning economist Paul Krugman says the debt ceiling deal is a bad one, and that more stimulus — not cutbacks — is needed from the government. Krugman tells Bloomberg…