“Commodities King” Jim Rogers says commodities are a better place to be than stocks right now. Rogers says that, while stocks will rise or fall with the economy, commodities should…
Category: Gurus
Hulbert: Don't Fear Gridlock
The Presidential Election Year Cycle is an oft-talked about stock market phenomenon, and this week MarketWatch’s Mark Hulbert digs a bit deeper into how it may play out this time…
Herro: "Exceptional Time" to Focus on High Quality
David Herro, one of Morningstar’s fund managers of the decade, says fear in the market is driving investors to safety — and causing them to miss out on excellent bargains…
Wall of Worry Is Strong, Hulbert Says
While the market has jumped in recent weeks, MarketWatch’s Mark Hulbert says sentiment appears to remain low — which is good news for stocks. According to Hulbert, the average equity…
Where Tilson's Looking in Fourth Quarter
Top value investor Whitney Tilson recently discussed some of his top picks for the fourth quarter with CNBC. Among his favorites: payroll processing firm ADP.
Paulsen on the "New Normal" Mania
Wells Capital Management’s Jim Paulsen says that, just as investors succumbed to a mania that made technology stocks wildly overvalued in the late 1990s, they now are falling prey to…
Global Value Picks Buffett, Graham & Lynch Might Like
In his latest article for Forbes.com, Validea CEO John Reese says the high levels of fear in the market are creating a variety of opportunities around the globe for disciplined…
Gross: New Normal Is Real; Look Outside U.S. for Opportunities
PIMCO’s Bill Gross is standing by his contention that we’re in a “New Normal” for the economy and stock market, saying that investors shouldn’t expect double-digit returns from a stock/bond…
Paulson: Buy a House -- and then Buy Another
Hedge fund guru John Paulson is continuing to bet on big-time inflation hitting the U.S., and as a result is keying on equities, gold, and real estate. Forbes’ Robert Lenzner…
Fisher: New Normal Concept Is "Idiotic"
While many have been talking about — and fearing — a “New Normal” of slower growth for the U.S. economy and stock market, author and top money manager Kenneth Fisher…