PIMCO Co-Chief Investment officer Bill Gross says that if the U.S. doesn’t reform entitlement programs like Medicare and Social Security and/or raise taxes, it will default on its debts —…
Category: Economy
What The Risk-On, Risk-Off Trade Means for Investors
Correlations among asset classes, which soared during and after the financial crisis, have jumped again recently. It’s part of the “risk-on, risk-off” trade many have cited — when investors have…
Dreman: Prepare Now for Inflation
In his latest Forbes column, David Dreman says investors should be preparing now for major inflation. “Several years back I recommended not to follow the dash out of stocks into…
Gabelli: Economy "Doing Well"; Stocks Look Good for Now
Mario Gabelli says the economy is looking good, though he’s a bit worried about rising gas prices. In a lengthy Bloomberg interview, Gabelli also talks about the controversy surrounding Warren…
Yacktman: Blue Chips Still Selling Near 18-Year Lows
Even with the market up more than 90% off its 2009 lows, top fund manager Donald Yacktman says he’s still finding big values in big, blue-chip stocks. “I don’t think…
Buffett: Dollar Will Decline
Reiterating his belief that the U.S.’s stimulus policies will lead to inflation, Warren Buffett says investors should steer clear of long-term American fixed-income investments, because the dollar will not hold…
Study: Why Stocks Could Do Well in Next Decade -- Even If Growth Is Slow
Since the stock market crash of late 2008, investors have heard a lot about the “New Normal” — the notion that we’re now in a new era of lower-than-average economic…
Where Shiller Sees Potential Bubbles (Hint: It's Not the Stock Market)
Yale economist Robert Shiller has a reputation for being one of the most astute “bubble-spotters” in the world, having warned of both the tech stock bubble of the late 1990s…
Whitney Sounding Not-So-Gloomy
Meredith Whitney — the banking analyst who was one of the few to warn of the financial crisis ahead of time, and who has maintained a pretty gloomy outlook since…
Siegel: Fed Needs to Start Thinking about Rate Hikes
Wharton professor and Stocks for the Long Run author Jeremy Siegel says recent inflation numbers are “a bit troubling”, and thinks the Federal Reserve by this coming autumn should begin…