Blackrock’s Bob Doll continues to be high on energy firms despite the surge in oil prices. “I’m still of the view you want to be overweight energy, but I think…
Category: Economy
Siegel: Libya Problems Won't Quash Recovery
Wharton Professor and Stocks for the Long Run author Jeremy Siegel says the turmoil in the Middle East isn’t likely to be a big disruption for world growth. “The bottom…
Gross on Unemployment, Inflation
PIMCO’s Bill Gross says he sees the beginnings of a rebound in “animal spirits” in the U.S., with loan activity starting to increase. But he tells Bloomberg that the trend…
Siegel: Bull Has More Room to Run
Wharton professor and author Jeremy Siegel says he thinks we’re in the midst of what will be a small correction, but says the bull run has “some distance to go”.…
Sonders Talks Inflation, Interest Rates
Charles Schwab chief Investment Strategist Liz Ann Sonders says that, while food and energy prices have been rising rapidly, there is “very little” risk of core inflation right now. She…
Why Corporate Cash Isn't Helping Investors
Investors have been hearing for some time now about the hordes of cash being stashed on U.S. corporate balance sheets. In a recent column, The Wall Street Journal’s Jason Zweig…
Mauldin: Markets Overreacting to Middle East Unrest
John Mauldin says markets are overreacting to the turbulence in the Middle East. Mauldin tells Bloomberg that Libya is not a major oil provider for the U.S., and that “in…
Dreman Positions Portfolio for Inflation
David Dreman says stocks are generally cheap, but he’s still expecting that the U.S. will be jolted by a “really major dose of inflation” at some point down the line.…
Shiller Sees "Substantial Risk" in Housing
Yale Economist Robert Shiller says he’s more worried about the housing market than colleague Karl Case. Shiller, who told reporters that he sees a “substantial” chance that real home prices…
Case Talks Housing Market
Karl Case, co-creator of the S&P/Case-Shiller housing indices, talks about the recent housing data with Bloomberg. Case says it now appears the upturn in the housing market last year was…