Wells Capital Management’s Jim Paulsen says consumers aren’t as strapped as some would have you believe, and may in fact be starting to show some “animal spirits” again. Paulsen tells…
Category: Economy
Rogers: Let Greece Fail
Commodities guru Jim Rogers says that Europe should let Greece default on its debt, and that the U.S. Federal Reserve needs to stop printing money, or else risk creating another…
Arnott: Look to Alternative Investments to Battle Inflation
Saying that a “3-D Hurricane” — debt, deficits, and demographics — is lingering on the horizon for the U.S., Rob Arnott is taking several steps to prepare his portfolio for…
Akre: Focus on Pricing Power
Top value fund manager Chuck Akre says that amid an uncertain economic environment and with inflation looming as a possible issue, companies with pricing power are attractive investments. “At the…
Fisher: Stocks Less Risky Than Bonds Over Long Haul
Ken Fisher says that, over the long term, stocks are a safer bet than bonds — if you have a time horizon of three years or longer. “If we think…
Icahn Worried, But Finding Opportunities
Hedge fund guru Carl Icahn sees serious threats to the equity market on the horizon, namely inflation and the eventual end of the Federal Reserve’s lax monetary policy. “Our country…
Doll: We're Early in the Expansion
Blackrock Chief Equity Strategist Bob Doll says recent weak economic reports indicate the U.S. is in a slowdown, but he thinks it’s temporary, and that things will improve in the…
Shiller Growing Worried About Another Recession
Yale Economist and housing guru Robert Shiller says the economy is at a “tipping point” right now, and thinks there’s a “substantial probability” that we’ll see another recession in the…
Why Herro Doesn't Like EM Stocks
David Herro, one of Morningstar’s Fund Managers of the Decade, says he expects emerging market economies to continue to thrive. But he’s not high on their stocks. “Money has flooded…
Sonders: Long-Term Optimism Not Dented
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she thinks the recent economic slowdown doesn’t signal the coming of another recession, and says she remains optimistic on stocks and…