In his latest article for Canada’s Globe and Mail, Validea CEO John Reese says that the current U.S. recovery — while much-maligned in the media — isn’t all that different…
Category: Economy
Arnott Still Focused on Inflation, Not Deflation
While many investors and commentators have raised fears of deflation recently, Rob Arnott of PIMCO and Research Affiliates still has his eye on potential inflation — and the opportunities it…
Faber Likes Agriculture, Sees Trading Range
Marc Faber of the Gloom, Boom & Doom Report says he thinks global equities may be in a trading range in which stocks fall in October and November, before rising…
Buffett: No Double-Dip; Banks Ready to Up Lending
Warren Buffett says the U.S. economy will not slip into a “double-dip” recession. “I am a huge bull on this country,” Buffett told the Montana Economic Development Summit on Monday,…
Simons on Market's Resilience
In his first interview since stepping down from Renaissance Technologies, the top-performing hedge fund that he founded, James Simons sounds relatively positive on the stock market. Simons tells CNBC that…
Paulsen: Expect Volatility in Sentiment, Markets
Wells Capital Management’s Jim Paulsen says the wide swath of opinions on the economy has created an unusual situation for investors. Usually, Paulsen says, at this point in a recovery…
El-Erian Talks Economy
PIMCO CEO Mohamed El-Erian recently offered his tips for how the government can deal with current economic problems, and his insight on what’s happening in the global economy. El-Erian tells…
Sonders on the Bond "Bubble", Hindenburg Omen
In her latest market commentary, Charles Schwab’s Liz Ann Sonders says she doesn’t see a “bond bubble” forming — but she does say that many investors have probably moved too…
Hulbert on Where to Invest if Deflation Hits
Would deflation be bad for stocks? Many investors appear to think so, judging from the market’s recent hiccups after signs that deflation could be rearing its head. But MarketWatch’s Mark…
ECRI Director: Recovery Real, but Unemployment a "Structural" Problem
Lakshman Achuthan, managing director of the Economic Cycle Research Institute, says he thinks we’re in a “real recovery”, but that the high long-term unemployment rate is part of a structural…