Top fund manager David Winters says he’s “shopping” for equities because prices of stocks have “gotten crushed” recently. Winters says he thinks Japan and the rest of the world will…
Category: Economy
Reese Looks at Buffett-Type Bargains
In his latest article for Canada’s Globe and Mail, Validea CEO John Reese delves into Warren Buffett’s annual letter, and takes a look at some Buffett-type picks he’s finding in…
Doll Doesn't See Oil Prices Stopping Recovery
Blackrock’s Bob Doll says the turmoil in the Middle East and tragic tsunami and earthquake in Japan will likely hamper markets in the short term, but he continues to think…
Icahn Warns of Correction
Billionaire hedge fund guru Carl Icahn says he’s concerned that a “major correction” for the stock market may be coming. “You’ve got to be myopic if you’re not at least…
Shiller: Confidence, Not Fundamentals, Could Roil Markets after Quake
Yale economist Robert Shiller says the tsunami and earthquake that have devastated Japan may have a delayed impact on the stock market, with a big dip coming as we move…
Herro, de Vaulx Still Like Japan
A pair of top fund managers say the deadly earthquake in Japan isn’t shaking their bullishness on Japanese stocks. “Our view on Japan is still the same,” David Herro, one…
Biggs, Fisher, Birinyi Still Bullish
Several top strategists are saying that investors should stick with stocks as the bull market enters its third year. Among them: hedge fund guru Barton Biggs. “I don’t think valuations…
Grantham Planning to Cut Back on Equities
GMO’s Jeremy Grantham is planning to cut back on his equity holdings, though he thinks stocks could continue to rise in the short term before hitting a roadblock, TheStreet.com reports.…
Ritholtz Talks Post-QE2
Barry Ritholtz of The Big Picture blog and FusionIQ says the end of the Federal Reserve’s quantitative easing policies should mean a drop in many asset classes. Here he discusses…
Herro's Contrarian Take
Fund manager David Herro, who has produced an excellent track record over the past decade or so, says he actually welcomes the recent geo-political turmoil from an investment point of…