Whitney Tilson says he’s seeing some of the best opportunities he’s ever seen in big, high-quality blue chip equities, but that a bubble is forming in blue chip bonds. Investors,…
Category: Economy
Top Fund Manager Sees Hopeful Signs
Thyra Zerhusen, whose Aston/Optimum Mid-Cap Equity fund has beaten about 95% of its peers over the past decade, is seeing signs of hope in the economy, and has been buying…
Biggs: Now Isn't Time to Be Underinvested
Barton Biggs says the odds of a double-dip recession are “pretty remote”, and says he doesn’t think now is a time to be underinvested. The hedge fund guru tells Bloomberg…
Fisher: Second Leg of Bull Coming
Kenneth Fisher says the current correction is “the most textbook perfect” one he’s seen in 12 years, and says the second leg of a bull market is coming. Fisher writes…
Sonders: Double-Dip Still Unlikely
Charles Schwab Chief Investment Strategist Liz Ann Sonders continues to sound skeptical that the U.S. is entering the second leg of a “double-dip” recession. “Although rhetoric surrounding a double-dip recession…
Top BlackRock Manager Eyes Blue Chips
Dennis Stattman, whose BlackRock Global Allocation Fund has an excellent long-term track record, says big blue chips are offering lots of value. Stattman tells Bloomberg that blue chip companies like …
Gross on What the Government Should Do
PIMCO founder Bill Gross thinks the government needs to get more involved in the housing market to help spur the economy, and he also thinks the U.S. needs to direct…
"Canadian Buffett" Betting on Deflation
Prem Watsa, known as the “Canadian Warren Buffett”, appears to be making a big bet that the U.S. will be hit by an extended period of deflation. According to The…
Shiller: July Home Sales Drop an Anomaly
Yale economist Robert Shiller says the poor home sale figures in July came in an “anomalous” month. Shiller tells Bloomberg that the scheduled expiration of the government’s homebuyer tax credit…
Kass: Time to "Re-Risk" Is Near
Money manager and columnist Doug Kass, who has made some very good calls in the past couple years, is getting “longer” on stocks. “I think it’s approaching a time to…