Top value investor Ron Muhlenkamp says that stocks appear “fairly priced”, and that he expects to see equity prices becoming more volatile. In his latest quarterly letter, Muhlenkamp says he…
Category: Economy
Sonders Sounding Bullish, Sees Possible Return of Animal Spirits
Charles Schwab Chief Investment Strategist Liz Ann Sonders says that while a number of concerns about the global economy remain, several positive signs — including falling correlations, improving employment conditions,…
Tilson: Apple's Good, But Microsoft Is Better
While many investors are piling into areas of the market where economic growth has been concentrated and valuations are high, value investor Whitney Tilson says he’s keying on unloved blue…
El-Erian Talks Deficit Reduction, Interest Rates
PIMCO’s Mohamed El-Erian says he’s more optimistic than he was a few months ago about U.S. deficit reduction, though he says it’s a complex issue that won’t be easy to…
Bond Guru: "Moment of Truth" Coming
Top bond fund manager Jeffrey Gundlach says the “the moment of truth for this year’s investments” will come at the end of June, when the Federal Reserve’s second round of…
Akre Cautious, But Finding Values
Top value investor Chuck Akre says he’s remaining cautious on the stock market, though he’s finding a number of picks that he says are low-risk, high-reward options. “The US is…
Paulson Sees Weak Housing Market
John Paulson says weakness in the housing market is posing a threat to the U.S. economic recovery. “In my eyes, the major risk for the American recovery is the stagnation…
Cooperman Still Optimistic on Stocks
Hedge fund guru Leon Cooperman says he’s still optimistic on the stock market, though his optimism has been tempered a bit recently. Cooperman (whose market commentary starts around the 10…
Soros Talks China, Dollar, Inflation
Hedge fund guru George Soros says inflation in China is a serious concern, and says the Asian power made a mistake in not letting its currency appreciate in value. Soros…
Siegel Concerned About Oil Prices
Author and Wharton Professor Jeremy Siegel says his biggest worry about the stock market is oil prices. Siegel tells CNBC that if oil prices level off, he thinks stocks will…