Hedge fund guru Barton Biggs says the economy has slowed, but he remains bullish on U.S. stocks. “The U.S. and the global economy have clearly slowed pretty significantly,” Biggs tells…
Category: Economy
Achuthan, ECRI See Slowdown, But No New Recession
Economic Cycle Research Institute Managing Director Lakshman Achuthan, whose group has an impressive track record of forecasting economic trends, says global industrial growth is headed for a slowdown. But he…
Sonders on What the Commodities Tumble Means for Stocks
In her latest market commentary, Charles Schwab Chief Investment Strategist Liz Ann Sonders looks at the recent commodities decline, and at what it might mean for stocks. While stocks and…
Fisher Sees Change in Leadership; Dumps Emerging Market Stocks
Saying that investors have gotten too bullish on emerging markets, Kenneth Fisher sold more than $1 billion in emerging market exchange-traded funds in the first quarter. “This is about sentiment…
Top Mid-Cap Manager Talks Strategy
In the latest edition of WealthTrack with Consuelo Mack, top mid-cap manager Thyra Zerhusen discusses her investment strategy, and where she’s finding value in the market right now. Zerhusen is…
How Long Will Junk Continue to Lead?
While we’re now more than two years into the bull market, lower-quality stocks are ccontinuing to lead the market’s rise — bucking the usual trend seen in bull markets, MarketWatch’s…
Hussman: It's Still a Secular Bear
Top fund manager John Hussman remains quite bearish on the broader market, saying that investors who try to ride the market’s recent momentum are getting close to “ensur[ing] themselves maximum…
Demographics, Growth, and Stock & Bond Returns
We recently highlighted data about the changing demographic make-up of the U.S., and the issue of what that means for the economy and stock market. Now, a new study shows…
Market Fear Has Two Top Managers Feeling Bullish
While many investors have been growing fearful in recent weeks, hedge fund guru Ron Baron says he’s still confident stocks are the place to be, in part because of their…
Grantham: Time to Dial Back Risk -- Though It Might Be Too Early
GMO’s Jeremy Grantham has released the second half of his first-quarter letter, and in it he recommends dialing back risk — though he admits he may in the end prove…