Bond guru Jeffrey Gundlach says he doesn’t see another “Lost Decade” for stocks, and his bond-focused firm may even be adding some stock funds to its offerings. “Equities may be…
Category: Gurus
Gloomy Faber Gets Bullish on China, Europe
The often gloomy Marc Faber of the Gloom Boom & Doom Report is bullish on European and Chinese stocks, and says that with an era of volatility on the way,…
Achuthan, ECRI: U.S. Is In Recession
Lakshman Achuthan of the Economic Cycle Research Institute says the U.S. is in a recession. Achuthan tells Bloomberg that jobs data is one key indicator signaling that recession is here.…
The Dreman Approach: Thinking Contrarian to Beat the Market
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the David Dreman-inspired strategy, which has averaged annual…
Doll: Stocks Can Push Higher -- If Policymakers Don't Drop Ball
Blackrock’s Bob Doll says he sees more upside for stocks, but thinks volatility will be high for the rest of the year. “We still believe there is further upside potential…
Reese: There's Value in Luxury
In his latest article for MSN’s Top Stocks blog, Validea CEO John Reese says that despite Burberry’s recent profit warning, the luxury goods industry is offering a good deal of…
Bond Guru Offers Counterpoint to Inflation Argument
Jeffrey Gundlach thinks interest rates will soon rise, but, unlike fellow bond guru Bill Gross, he doesn’t think inflation is upon us. Gundlach, in a web seminar, recently said that…
Mobius Likes Eastern Europe, Africa, and Other Regions
Emerging markets guru Mark Mobius says he is finding global valuations “rather cheap”, and says he is finding a number of attractively priced stocks in Europe, Southeast Asia, China, and…
Top Forecasters See "Green Shoots"
Top economic forecasting firm International Strategy & Investment Group says it is seeing signs that the U.S. economy is performing better than many have believed. “There are signs, or ‘green…
The Benefits of Turnaround Firms
If you are looking for places to invest as the current bull market ages, try turnaround stocks, says The Wall Street Journal’s Jack Hough. Hough says that several turnaround firms…