In his latest market commentary, top fund manager John Hussman continues to express a bearish view, and says that more quantitative easing by the Federal Reserve is likely to trigger…
Category: Economy
Siegel on the "Bond Bubble"
Author and Wharton Professor Jeremy Siegel says a bubble is forming in the bond market, and that those who continue to rush into bonds are making the same kind of…
Two Top Newsletters Optimistic -- and Cautious
Two top-performing stock newsletters are sounding optimistic on stocks, though both are also exercising some caution, MarketWatch’s Peter Brimelow reports. One, the Cabot Market Letter, recently stated that it is…
"Smooth" Recoveries Rarely Occur, Says Dorfman
Growth in manufacturing activity and industrial production have slowed a bit recently, leading many to fear a double-dip recession is coming. But columnist and money manager John Dorfman — one…
Siegel: Fed Still Has Tools -- and Should Use Them
While many say it is out of bullets, author and Wharton Professor Jeremy Siegel says the Federal Reserve still has ammunition left to combat the sluggish economy. Siegel writes on…
Mobius on Why Double-Dip Fears Are Good
Templeton Asset Management’s Mark Mobius says fears of a global double-dip recession are a positive thing for emerging markets, because it means central banks will continue to supply liquidity to…
Does Buffett See Inflation Coming Sooner than Most?
Warren Buffett’s Berkshire Hathaway recently released its second quarter holdings, and some analysts say the report offers indications that Buffett expects inflation to hit sooner rather than later. According to…
Doll, Heebner on Economy, Market
Blackrock’s Bob Doll and CGM’s Ken Heebner both recently discussed their market outlook with CNBC. Both Doll and Heebner are finding reasons to be optimistic, and both shared a few…
Akre Taking Focused Approach
Chuck Akre, who has an exceptional long-term track record as a fund manager, is cautious about the coming years, but is still finding some opportunities in the stock market. “I’m…
Gabelli on Mid-Term Elections, Market Impact
Mario Gabelli says that on the whole stocks currently do not have a “margin of safety”, and that he expects concern about the upcoming elections will soon begin to drive…