John Paulson, the hedge fund manager who made billions by calling the U.S. housing market plunge, now sees good times ahead for U.S. home prices and corporate profits. And he…
Category: Economy
Sonders Not Panicking
Liz Ann Sonders, chief investment strategist at Charles Schwab, says the Greek debt crisis is much different in nature than the subprime mortgage crisis that pummeled U.S. markets in 2008,…
Herro Sees Dip as European Buying Opportunity
David Herro, whose Oakmark International I fund has beaten 99% of its peers over the past 10 years and 98% of its peers over the past year, says the recent…
Dreman: Large-Cap Value Still a Good Place to Be
Add another top strategist to the list of those targeting large-cap stocks. In his latest Forbes article, contrarian guru David Dreman says large-caps have been lagging their smaller peers for…
Rogers: This is the Long Overdue Correction
Commodities guru Jim Rogers says the market’s recent stumble is part of an overdue but normal correction. “It’s time for a sell-off, and we’re having it,” he tells Bloomberg. He…
Data Points to 8%-9% Yearly Stock Returns in Next Decade, Economist Says
While some are proposing that we’ll see a “new normal” in stock returns going forward, economist Richard DeKaser says investors can expect 8% to 9% annualized returns over the next…
Leuthold Dumping Bonds, Keying on Dividend Stocks
Steven Leuthold, the longtime bear who made a successful bullish call back in the winter of 2008/2009, is cutting back on junk bonds that have offered big returns over the…
ECRI Chief: "Double-Dippers" Will Be Wrong -- Again
The Economic Cycle Research Institute (ECRI) has a great track record of calling the beginnings and ends of recessions and expansions. And now, its leading indicators are signaling that, while…
Buffett: "Real Strength" in Economy
In an interview on CNBC’s Squawk Box, Warren Buffett says he’s seen “real strength” in the economy over the past couple months. “The economy has picked up, I think, a…
Sonders: Recovery Is More than "Sugar High"
Charles Schwab’s Liz Ann Sonders — who made what appear to have been very accurate calls on the start and end of the recent recession — says the U.S. economic…