Nobel laureate and Columbia economist Joseph Stiglitz continues to believe that the U.S. needs another stimulus package, or else it will risk having high unemployment “through the middle of the…
Category: Economy
Dorfman on Strategy, and Why Stocks Are Still Cheap
GuruFocus.com offers an interesting interview with Bloomberg columnist and money manager John Dorfman, who called the market rally and says stocks are still cheap. “I think the stock market was…
Paulsen: Secular Bull May Be Coming -- if Inflation Held in Check
Wells Capital Management’s James Paulsen says that we are in the early stages of a “robust economic recovery”, and that it is a “reasonable possibility” that the S&P 500 rises…
Bolton on Why China Lured Him Back
Top U.K. manager Anthony Bolton of Fidelity is managing a new China-focused fund, and he recently told London’s Telegraph why the opportunity lured him out of retirement. “This may be…
Shilling Sees Rough Times Ahead -- But Opportunities, Too
Economist and INSIGHT newsletter editor A. Gary Shilling is expecting slow growth and deflation in the coming years, along with a secular bear market. But he says there will still…
Natural Gas: Ready to Take Off?
Value investing guru Ron Muhlenkamp says that because of advances in drilling techniques, we’re about to see a “dramatic increase” in the use of natural gas in transportation — which…
Wien's Surprises for 2010
Byron Wien of Blackstone discusses the market, economy, and some of his “Top 10 Surprises” for 2010 on CNBC. Among the topics Wien covers in the interview: unemployment, which he…
Is the Rally Done? Different Views from Two Market Minds
In interviews with BusinessWeek, Howard Ward (of Mario Gabelli’s GAMCO) and Whitney Tilson offer very different takes on where the market is headed following the recent pullback. According to Ward,…
Hussman "Cautiously Pessimistic"
Hussman Funds’ John Hussman says he’s fully hedging his Strategic Growth Fund, seeing the recent market weakness as a “natural (though unpredictable in timing) clearing of the previously overextended market…
Oberweis: Headwinds Making China Stocks More Attractive
Newlsetter guru Jim Oberweis, whose China Opportunities fund has returned 116% over the last year (more than 95% of its peers), says China stocks face headwinds over trade disputes with…