Columnist and money manager Doug Kass has made some solid calls on the market’s movements in recent years, and now he thinks the market is topping out. Kass tells CNBC…
Category: Economy
Hulbert: Wall of Worry Remains Intact
Mark Hulbert says the market’s recent rally shows that the summer troubles were merely a correction in an ongoing bull market, and says sentiment remains relatively low — a good…
Biggs: Bernanke Is Right
Hedge fund guru Barton Biggs says Federal Reserve Chairman Ben Bernanke did what he had to do in employing the latest round of quantitative easing. Biggs tells Bloomberg that Bernanke…
Sonders Sees Tech Continuing to Lead Rebound; Wary of Fed
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she’s bullish on stocks over the long run, and expects technology stocks will continue to lead the market’s rebound. In an…
Winters High on Stocks; Keying on Far East
The Wintergreen Fund’s David Winters says the widespread pessimism about stocks is creating big opportunities in the market. Winters, whose fund has about 90% of its assets in stocks, tells…
Fisher: Election Results Bullish for Stocks
Ken Fisher thinks the mid-term elections have laid the groundwork for a significant jump in stocks. “Markets don’t like big sweeping actions,” Fisher told Bloomberg. “Right now, every politician is…
Yacktman: Bonds "A Real Dangerous Area"
Top fund manager Donald Yacktman says government policies have him concerned about U.S. growth. Yacktman also tells Bloomberg that he’s still keying on high-quality companies that have fallen out-of-favor in…
Grantham Bashes The Fed, Still Likes High Quality
In his latest market commentary, GMO’s Jeremy Grantham says the Federal Reserve has caused extensive damage to the economy by its manipulation of interest rates and asset prices, and is…
Ritholtz Likes Telecoms, Wary of Gold
Barry Ritholtz of FusionIQ and The Big Picture blog has been moving back into stocks, and says a “Don’t Fight The Fed” viewpoint is a big factor in his moves.…
Double-Dip No Longer a Threat, Top Forecasting Group Says
Lackshman Achuthan, director of the Economic Cycle Research Institute, says the threat of a double-dip recession is over. Achuthan, whose group has an excellent track record of forecasting economic cycles,…