Bob Doll says that while the economic recovery has been tepid, he doesn’t think another recession is coming, and he sees things improving in the coming months. “While we remain…
Category: Economy
Herro: Greece Won't Drag the World Down
While the market has been fretting over the debt situation in Greece, Morningstar Fund Manager of the Year David Herro says that, while Greece’s woes provide a cautionary tale, they…
Siegel: Stocks Cheap; Fed Needs to Do a Bit More for Economy
Wharton Professor and author Jeremy Siegel says stocks remain “so cheap”, but he thinks the Federal Reserve needs to do a bit more to help the economy work through its…
Dreman: Bernanke Stuck in the Past on Jobs
David Dreman says U.S. policymakers are approaching the employment problem with antiquated views, and policies that aren’t addressing the real issues with job creation. In his latest Forbes colunn, Dreman…
Forester Sees a Return to High Quality
Top value fund manager Tom Forester says the market has begun shifting away from junk-type stocks and back toward quality, and he thinks the end of the Federal Reserve’s quantitative…
Ritholtz: Markets Don't Care about Deficits
Barry Ritholtz of FusionIQ and The Big Picture blog says that markets don’t “really care at all about deficits”, something that is a “great misunderstanding”. Ritholtz tells Bloomberg that while…
Sonders on "The Story No One Is Telling"
Charles Schwab Chief Investment Strategist Liz Ann Sonders says that many investors are allowing macroeconomic concerns to overshadow positive microeconomic news — and she says the macro picture is actually…
Buffett "Would Bet Very Heavily Against" a Double-Dip
Warren Buffett says he sees “nothing that indicates any kind of a double-dip” recession is coming, and that he’s seeing improvement and hiring gains in the vast majority of Berkshire…
Don't Succumb to "Morphing Fears", Fisher Warns
Kenneth Fisher says investors are letting their past fears get in the way of their present investing, falling prey to the “morphing fear phenomenon”. “In any bear market something frightens…
Reese Looks at Buffett-Type "Moats"
In his latest article for Nasdaq.com, Validea CEO John Reese takes a look at the “economic moat” concept made famous by Warren Buffett, and some stocks that currently possess moat-type…