Top value investor Whitney Tilson says that we’re in unusually uncertain times, and that he’s playing defense with his portfolio. “We believe that we are in a period of ‘unusual…
Category: Economy
Mobius Still Likes Brazil
Templeton Asset Management’s Mark Mobius says Brazil is continuing its solid recovery from the global recession, and remains an attractive place to invest. In a piece written for the U.K.’s…
Biggs Likes Manufacturers, Capital Equipment Stocks
Hedge fund guru Barton Biggs says he has more confidence in the U.S. market than other markets around the world. “We’ve been through a period here where the bull case…
Ritholtz Talks Economy, Market
Barry Ritholtz of FusionIQ and The Big Picture blog remains bullish on stocks for the short-term, and says the economy is behaving just as one would expect following a credit…
Winters Looks Overseas; Growing More Concerned About Inflation
Top-performing fund manager David Winters says many investors are overlooking some great bargains beyond the U.S.’s borders. “The most compelling opportunities are no longer in North America but in companies…
Kass Grows Cautious
Columnist and money manager Doug Kass says that while more and more investors seem to be jumping on the bullish train, he’s getting more bearish. “Despite nearly no one willing…
Buffett Still Worried on Inflation
Warren Buffett says he’s still worried about inflation, and says, contrary to what many believe, inflation can occur even if the economy is operating with significant excess capacity. “I don’t…
U.S. to Get Younger -- and Older -- over Next Decade
In his latest MarketWatch column, Mark Hulbert takes a look at some interesting demographic trends and predictions that could impact stock market moves over the next decade. “For years now,…
Grantham: World in Midst of Huge Commodities "Paradigm Shift"
GMO’s Jeremy Grantham says that the world is in the midst of a “paradigm shift”, one that involves a skyrocketing population and dwindling resources. And, if we don’t act soon,…
Case, Shiller Discuss Housing Market Concerns
Karl Case says that “in a sense” the housing market has already had a double-dip downturn. Case and Robert Shiller, the co-creators of the S&P/Case-Shiller Home Price Indices, tell Bloomberg…