Macroeconomic factors have been a driving force behind stock market moves in the past couple years. But how much should the recent increase in the impact of macro factors on…
Category: Economy
Rogers on How to Profit from the Takeover Takeoff
Ariel Investments’ John W. Rogers Jr. says Corporate America’s appetite for takeover deals is creating big opportunities for investors. Rogers, whose Ariel Fund is in the top 10% of funds…
Fisher on QE2: Don't Do It
Top money manager Kenneth Fisher says the Federal Reserve should not engage in another round of quantitative easing. “There’s no reason for the United States to be doing quantitative easing,”…
Ritholtz: Don't Fight The Fed
Barry Ritholtz says that the market has shown resilience in recent months, and says Federal Reserve’s stimulative policies make it hard to bet against the market. “You can’t really be…
Faber: Dump Bonds, Buy Stocks
While saying he’s “ultra-bearish on everything”, Marc Faber — who predicted the 1987 market crash and turned bearish shortly before the 2007-09 bear market began — says investors should sell…
Sonders: Yield Curve Flattening Not Cause for Worry
While some investors have been concerned about the rapidly flattening yield curve, Charles Schwab Chief Investment Strategist Liz Ann Sonders says history shows such a trend isn’t cause for alarm.…
Fisher Undeterred; Likes High-Dividend Stocks
In his latest Forbes column, Kenneth Fisher says he’s high on stocks that are paying out more in dividends than Treasury bonds, and also have good long-term growth prospects. “I…
Mobius: Global Secular Bull Underway, But Big Correction Possible Before Year-End
Templeton Asset Management’s Mark Mobius says he expects economic recovery to continue in the Western world, but that a big correction in equity markets is “quite possible” before the end…
Hard to Be Short, Says Ritholtz
Barry Ritholtz of FusionIQ and The Big Picture blog says he’s 50% invested in stocks, up from 0% in May, and says “it’s hard to be short this market”, even…
Siegel: Stocks Cheapest vs. Bonds Since '50s
Wharton Professor and author Jeremy Siegel says that corporate earnings are “extraordinary”, and that he’s never seen stocks selling at such attractive values compared to bonds. Siegel tells Bloomberg that…