Barry Ritholtz, who turned bullish right around the March 2009 low and bearish shortly before the “flash crash” in May, is now sitting largely in cash — but says his…
Category: Economy
Paulsen: Bullish Factors Aligning
Wells Capital Management’s Jim Paulsen says lower Treasury rates will have a positive impact on the economy in the second half of the year. Paulsen tells Bloomberg that with the…
Krugman Sees Early Stages of Depression
Nobel-Prize-winning economist Paul Krugman has said in recent months that if more stimulus is not injected into the economy, the economic recovery very well may be derailed. Now, he sees…
Berkowitz Still Sees Value in Financials
Bruce Berkowitz, whose Fairholme fund has returned close to 13% per year over the past decade while the S&P 500 has been in the red, says he’s still finding a…
Hussman Sounds Recession Bell
Fund manager John Hussman is amping up his recession warnings, saying that, “based on evidence that has always and only been observed during or immediately prior to U.S. recessions, the…
Top Fund Manager's Three Keys to Evaluating a Company
Chuck Akre has produced an exceptional long-term track record as a mutual fund manager, and he recently offered some strategy tips in an interview with The Motley Fool. Akre cited…
Roundtable Guests See Challenges, Opportunities
Barron’s recently held its mid-year Roundtable report, asking several top strategists where they think the market and economy are headed. Ten investors participated; here are a few highlights: Archie MacAllaster:…
Mobius: China Won't Face U.S.-Style Housing Crisis
Templeton Asset Management’s Mark Mobius says that China isn’t headed for a housing crisis like the U.S. experienced, and that it and other emerging markets are better positioned than many…
Yacktman on How to Make Hay by Treating Stocks Like Bonds
In an interview with WealthTrack’s Consuelo Mack, top fund manager Donald Yacktman talks about how he has been able to outperform 99% of funds in his category over the past…
Forester on Opportunities in a Range-Bound Market
Tom Forester, the lone stock fund manager to post positive returns in 2008, sees a range-bound market ahead that will offer opportunities for value investors. In an interview with Barron’s,…