In a rare interview, top fund manager Mark Yockey says he thinks US stocks are still “really attractive,” and talks about the game-changing impact of the surging dollar and tumbling…
Category: Economy
Siegel: Fed "Mostly Gets It"
Wharton Professor Jeremy Siegel, who had grown cautious on stocks recently, says the Federal Reserve’s lowering of interest rate projections has him feeling better. (more…)
Fisher: Don't Fear Deflation
Kenneth Fisher says to ignore those who are saying we are headed for a stock-crushing deflationary environment. (more…)
Yardeni Sees Expansion And Bull Continuing -- But Valuations A Concern
Top strategist Ed Yardeni thinks it could be a while before we see the end of this economic expansion — and by extension the bull market. But he also says…
Here's Why You Shouldn't Overlook A Struggling Business
In an excellent recent interview with The Investors Podcast, quantitative guru Tobias Carlisle talks about the powerful force of mean reversion in the stock market and economy, and offers a…
Sonders: Pullback Risk Elevated, But Don't Worry About Economy
Charles Schwab’s Liz Ann Sonders says that the risk of a correction is elevated, but she thinks the bull market is still in tact. (more…)
Bearish Faber Likes US Blue Chips -- Sort Of
Marc Faber — known as “Dr. Doom” — says US blue chips look like a good option relative to some other investments right now. But that doesn’t mean he’s changed…
El-Erian: US Job Gains Impressive, But European Stocks To Outperform
Mohamed El-Erian says that while the latest jobs report isn’t perfect, it is “wow”-worthy — and that could actually mean US stocks will lag European equities in the short term.…
Fisher: Don't Believe The "Currency War" Hype
With central banks around the globe making an array of moves to weaken or strengthen their currencies, talk of currency wars has risen. Kenneth Fisher says not to buy it.…
Return of the Small-Caps?
Small stocks struggled mightily compared to larger stocks in 2014, but Wells Capital’s Jim Paulsen said that signs are pointing toward a small-cap bounce-back. (more…)