In a lengthy joint interview with Advisor Perspectives and GuruFocus.com, Morningstar Fund Manager of the Decade Bruce Berkowitz offers his take on the market and several of his main holdings.…
Category: Economy
Romick Keys on Large Caps, Cautiously
Top fund manager Steven Romick says large-cap stocks are offering better values than other options, and is positioning his portfolio to weather a pullback. “Large-cap companies are a much greater…
Food Price Surges Not Yet Leading to Core Inflation, Says Sonders
While food and other commodity prices have been rising sharply in recent months, Charles Schwab Chief Investment Strategist Liz Ann Sonders says the threat of that leading to generalized inflation…
Doll Says Signs Point Toward Buying Opportunity
With the economy in “reasonable shape” and unemployment falling, Blackrock’s Bob Doll says now may be the time for those still waiting on the sidelines to get back into stocks.…
Rodriguez: No Time to Lose on Fiscal Reforms
Top fund manager Bob Rodriguez of First Pacific Advisors says the U.S. needs to get is financial house in order — and soon. “We need significant fundamental reductions in expenditures…
Rogers: "Mountain" of Corporate Cash to Help Market
In his latest Forbes column, John W. Rogers Jr. says that while pessimism remains in the market, he’s generally upbeat. “I am optimistic about the economy and the stock market…
Arnott: Now Not Time to Add Risk
Research Affiliates’ Rob Arnott says the U.S.’s debt problems may not come home to roost in the short term, but they have him very concerned about the long term. “I…
Putting All Your Chips in Hot, High-Growth Areas? Think Again
In a two-part series for Canada’s Globe and Mail, Validea CEO John Reese shows how chasing hot sectors or regions can lead to big trouble for stock investors. In Part…
Grantham on Why Bubbles Matter
In the second half of his year-end letter, GMO’s Jeremy Grantham takes a look at numerous asset bubbles throughout history, warning investors to ignore bubbles at their own peril. “Responding…
Sonders, Stovall Cautiously Optimistic
Charles Schwab Chief Investment Strategist Liz Ann Sonders and Standard & Poor’s Chief Investment Strategist Sam Stovall are sounding cautiously optimistic about the economy and the stock market this year.…