In their January letter to clients, top value investors Whitney Tilson and Glenn Tongue of T2 Partners say their big recent losses on short positions have led them to rethink…
Category: Economy
Paulson Bullish on Equities, Economy
In its year-end letter to clients, hedge fund guru John Paulson’s firm says it’s focusing on equities of firms that have gone through restructuring, and says that we’re in “the…
Gross: "Exorcise" Treasuries from Portfolios
With the U.S. and many other governments giving bondholders and savers “haircuts” by keeping real interest rates so low, PIMCO’s Bill Gross says it may be time to for investors…
Ritholtz Sees Correction Coming, but Broader Bull Run Continuing
Barry Ritholtz of FusionIQ and The Big Picture blog says he expects a correction of at least 5% to 8% to hit the stock market sometime soon, but doesn’t think…
Hedge Fund Guru: Stocks Best Choice in the Investment Neighborhood
Top hedge fund manager Leon Cooperman says he’s optimistic about the economy, and says a “tremendous number” of cheap stocks exist right now. Cooperman tells CNBC that his economic optimism…
Biggs Looks to Big, High-Quality Multi-Nationals
Hedge fund guru Barton Biggs says recent economic data is very encouraging, and says he expects the market to continue climbing a Wall of Worry. Biggs tells Bloomberg that he…
Paulsen: Rising Confidence to Spur Economy
Wells Capital Management Chief Investment Strategist James Paulsen says corporate leaders are now feeling more confident in the economy, and he expects they’ll be acting more aggressively in putting cash…
Muhlenkamp "Near Fully Invested"
In his year-end letter, Ron Muhlenkamp says that, after being cautious for most of 2010, he gained confidence in the U.S. economy toward the end of the year and is…
Grantham on Commodities, The Presidential Cycle & What Whale Sightings Mean for Investors
GMO’s Jeremy Grantham has released his fourth-quarter 2010 letter to shareholders, and Part I of his always-intriguing commentary is filled with short-term bullishness and long-term bearishness. “Be prepared for a…
Roundtable: Gabelli, Gross, Faber, and Others Weigh In
Barron’s recently published the first part of its annual roundtable, with ten strategists — including Bill Gross, Mario Gabelli, Abby Joseph Cohen, and Marc Faber — offering their takes on…