Blackrock’s Bob Doll says that the current downturn is a correction, not an end to the cyclical bull market that he thinks will eventually resume. Doll tells Bloomberg that it…
Category: Economy
Hussman: These Dips Don't Offer Much Opportunity
Despite the market’s recent struggles, John Hussman — whose funds have some solid long-term track records — isn’t seeing a great opportunity to “buy on the dip”. “My impression is…
Mobius: Emerging Markets Offer Less Risk than Developed Markets
Templeton Asset Management’s Mark Mobius says emerging markets are offering less risk and better returns than other more developed markets. Mobius tells Bloomberg that many emerging markets have lower debt…
Grantham Bullish on Timber -- and Little Else
Jeremy Grantham has been sounding bearish lately, but at least one type of investment is piquing his interest: timber. Crain’s New York Business reports that Grantham, speaking at the CFA…
Winters: Short-Term Thinking Not the Way to Get Rich
David Winters, whose Wintergreen fund has significantly outpaced the market this year and over the past 1- and 3-year periods, offers his thoughts on the markets and investment strategy in…
Siegel on the Euro Debt Crisis' Bullish Impacts
Author and Wharton Professor Jeremy Siegel says the European debt crisis has had several ramifications that are actually bullish for stocks. Siegel tells Bloomberg that the crisis has caused oil…
Zweig: Time to Sit Tight -- or Tip-Toe into Euro Stocks
While Europe is getting a lot of attention for its debt problems, Wall Street Journal columnist Jason Zweig says the U.S. may be in worse financial condition than many of…
Paulsen Sees Declines as a Pause in Upward Trend
Wells Capital Management’s James Paulsen tells Bloomberg that the Greece bailout removes the imminent risk from the European crisis, and lets investors focus on a nice global economic recovery. Following…
Ritholtz Cautious, But Sees No Sign of Market Top
Barry Ritholtz of FusionIQ and The Big Picture blog has had an excellent track record in recent years — bearish before the ’08 plunge, bullish as the market surged in…
Biggs Sees Tech Sector Leading Next Push Upward
Hedge fund guru Barton Biggs says the global economic recovery is a strong one, and that the next big move in the U.S. market will be a tech-stock-led 15% to…