Wharton professor and Stocks for the Long Run author Jeremy Siegel says the recession is definitely over and the economy has entered a self-sustaining expansion that isn’t reliant on stimulus…
Category: Economy
Heebner & Gross Square Off On Market, Economy
Top fund manager Ken Heebner says that even after the big stock market rally, we’re still seeing a “historic buying opportunity”. But another investing guru, Bill Gross, is less optimistic.…
Mauldin: 50/50 Chance of 2011 Recession
John Mauldin says high unemployment and coming big tax hikes are creating a “50/50” chance the U.S. will dip back into recession in 2011. Mauldin tells Bloomberg that means a…
Sonders "Relatively Optimistic"
Another top strategist who is discussing the perils of market timing is Charles Schwab Chief Investment Strategist Liz Ann Sonders. In her latest market commentary, written with Schwab’s Brad Sorensen,…
Gross Fund Has Lowest-Ever Treasury Allocation
Bond guru Bill Gross has been sounding bearish on U.S. debt in recent interviews, and The New York Times reports that in addition to talking the talk, he’s also been…
Bogle vs. Gross on Market's Future
Investment legends Bill Gross and Jack Bogle offered differing opinions on what the future holds for the economy and the stock market in this recent CNBC interview. Gross reiterated his…
Siegel Sees More Room to Run for Rally
Author and Wharton professor Jeremy Siegel says he thinks the economic recovery will be stronger than many think, and that stocks have another 10% or 15% — or perhaps even…
Hedge Fund Star: Expansion & Bull Market Still in Early Phases
Leon Cooperman, whose hedge fund has averaged 16% annualized returns over its 18 years of existence — 6 points per year more than the S&P 500 — thinks we’re still…
Sonders: Wall of Worry Intact, Valuations Modest
Charles Schwab Chief Investment Strategist Liz Ann Sonders thinks we’ll see increased volatility in the stock market, but expects stocks to continue to grind higher from here. Sonders tells Yahoo!…
Grant: Higher Yields Coming
James Grant of Grant’s Interest Rate Observer sees higher rates ahead for Treasuries. Grant has also compiled a new report about the credit quality of Treasuries, with some interesting findings…