Right now, many — if not most — investors are focused on macroeconomic factors. And, says top fund manager Bill Nygren, that has created a number of “micro opportunities” for…
Category: Economy
Paulsen Sees Opportunities in Tech, Industrials
Wells Capital Management Chief Investment Strategist James Paulsen says bright spots in the economy are leading the market upward. He tells Bloomberg that stocks look very cheap compared to fixed…
Kass Still Net Long, But Worried
Columnist and money manager Doug Kass says he’s still slightly net long, but has some significant concerns about where the economy and stocks are headed. Kass tells CNBC that he…
El-Erian on Deflation, Double Dip
PIMCO’s Mohamed El-Erian says he thinks there is a 25% chance that the U.S. will run into deflation and a double-dip recession. “I do not think the deflation and double-dip…
Stiglitz Confident in Strong China Growth
China’s economy has become more and more important to the global economy in recent years, and Nobel Prize-winning economist Joseph Stiglitz recently offered his thoughts on how China’s economy is…
Sonders on the "Schizophrenic" Market
Charles Schwab’s Liz Ann Sonders offers her thoughts on the market and economy in a panel interview on CNBC. Sonders calls the current market “a bit schizophrenic”, and says recent…
Two Top Newsletters Bullish
Two stock-investing newsletters with excellent long-term track records are sounding quite bullish, despite — or, perhaps more to the point, in part because of — the significant amount of fear…
Berkowitz Keeps Buying Financials
Add another big-name financial to the portfolio of top fund manager Bruce Berkowitz: Morgan Stanley. Berkowitz has built up a stake of close to 2% in Morgan Stanley, whose shares…
Doll: Strong Earnings Should Drive Market
Blackrock’s Bob Doll says he thinks the market is more likely to be up than down in August. Doll tells CNBC that while there has been a “U-shaped, lazy economic…
Romick Thinks Big, and Global
Steven Romick, whose FPA Crescent Fund has beaten 99% of its peers over the past decade, is high on larger stocks that can take advantage of fast-growing foreign markets. “The…