Lakshman Achuthan, the managing director of the Economic Cycle Research Institute, says a consumer revival is providing a big boost to the economy, and says the recovery is no longer…
Category: Economy
Sonders on Housing, Unemployment, and GDP
Housing played a huge role in the 2008 market crash and “Great Recession”, and in her latest market commentary Charles Schwab Chief Investment Strategist Liz Ann Sonders offers some interesting…
Faber: Inflation Should Lead U.S., Europe to Outperform EMs in 2011
Marc Faber says that, in large part because of inflationary pressures, the U.S. and European markets should outperform emerging markets this year. “We have money printing around the world and…
Mobius: Emerging Markets Still Attractive; Looking Closely at Ukraine
Emerging markets guru Mark Mobius says that emerging markets remain attractive, though inflation and sovereign debt are two factors that could impact global growth. “The rise in emerging market equity…
Tepper Likes U.S., High on Semiconductors
In a wide-ranging interview on CNBC, hedge fund guru David Tepper offered his take on the market and particular sectors, industries, and asset classes. Tepper says the U.S. stock market…
Oberweis: Small-Cap Growth Rally Not Over
Newsletter guru Jim Oberweis says that, while small-cap growth stocks have experienced a big rebound in the past two years, they have plenty more room to run, Canada’s Globe and…
Zweig on Cloudy Forecasts
While scores of analysts and strategists have been offering their 2011 forecasts about how much the S&P 500 will gain or lose, how much gross domestic product will grow or…
Fisher Sees U.S. Outperforming in 2011
Kenneth Fisher says he thinks U.S. stocks will outperform the rest of the world in 2011. In an interview with Bloomberg, Fisher also reiterates his belief that 2011 will be…
Tilson: Housing Crisis Near "Seventh Inning"
Whitney Tilson, one of the few to warn of the housing bubble before it burst, says we are now around the “seventh inning” of the housing crisis. Tilson tells CNBC…
Siegel Still Bullish
Wharton professor and author Jeremy Siegel says stocks look very attractive valuation-wise, and thinks the market will rise 10% to 15% this year. Siegel also tells Bloomberg that he thinks…