Wells Capital Chief Investment Strategist James Paulsen says that, while economic problems remain, he sees more improvement for the economy in 2011, and more gains for the market. Paulsen tells…
Category: Economy
Sonders: Falling Correlations a Good Sign; Sees Front-Loaded 2011 Gains
Charles Schwab Chief Investment Strategist Liz Ann Sonders sees strong, front-loaded gains for the market in 2011, and says that fundamentals should become more important with correlations between asset classes…
Kass Turns More Bearish
Columnist and money manager Doug Kass, whose track record of market calls in recent years has been very strong, says a variety of factors have him turning more bearish. “Within…
Heebner, Doll: U.S. Is Place to Be
Ken Heebner, whose CGM Focus fund has one of the better long-term track records around, and Blackrock’s Bob Doll both are sounding positive on the U.S. market. In an interview…
Siegel: QE2 Is Working
Author and Wharton professor Jeremy Siegel says the Federal Reserve’s quantitative easing policies are working, despite recent increases in Treasury bond yields. Siegel tells Bloomberg that Treasury rates have been…
Birinyi's Top 5 for 2011
Laszlo Birinyi says we’re in the middle of a bull market, and he’s focusing on individual stocks. “I think the story this year has been to try to go from…
Oberweis: It's Time for Growth to Shine
With valuations back to a “normal” range following the financial crisis and its aftermath, newsletter guru Jim Oberweis says good growth-stock-picking is the way to go. “In periods when overall…
Einhorn Seeing Opportunities in Gold, Stocks; Warns on Interest Rates
Hedge fund guru David Einhorn says he’s net long in the current market, and is continuing to hold a big position in gold. In an interview with CNBC, Einhorn says…
Gardner Looks to Inflation-Fighters
Tom Gardner, co-founder and CEO of The Motley Fool, says he thinks the next ten years will be a much different story for stocks than the past ten years, and…
Tilson: "Froth" Making for Opportunities
In his latest letter to his hedge fund clients, top value investor Whitney Tilson says he thinks “froth” has been a big driver of the market recently, and says he…