In his latest Investment Outlook column on bond giant PIMCO’s web site, Bill Gross says that the recent crisis — and the government’s response to it — has changed the…
Category: Gurus
Gabelli and Munger on the Economy, Markets
“Woodstock for Capitalists” — the annual meeting of Warren Buffett’s Berkshire Hathaway — has been going on throughout the weekend in Nebraska, and Buffett’s comments have already made a lot…
Kass: S&P 1,050, Then a Pullback
TheStreet.com’s Doug Kass — whose early March bottom call continues to hold up — today offers a much more long-term outlook on the stock market. According to Kass, history —…
The Bond Fallacy
The bond bandwagon has gotten pretty crowded these days, with big names like Rob Arnott and Gary Shilling both writing that bonds — not stocks — appear to be the…
BlackRock's Doll: S&P Earnings Estimates Too Low; Market Bottoming Process Ending
BlackRock Vice Chairman Bob Doll tells CNBC that, while the economy isn’t good, “some [analysts] have gone too far to the negative side,” and says that those analysts who have…
Wharton Prof Duel: Siegel vs. Stambaugh
Several weeks back we highlighted a new study that found stocks are actually more risky in the long run than they are in the short run. Today in an interview…
Yardeni's 12 Reasons for Optimism
Yes, the news this morning is filled with swine flu and a bigger-than-expected first-quarter GDP drop, but Ed Yardeni of Yardeni Research — who has a pretty good track record…
The Great Depression "25-Year Recovery" Myth
If you’re worried about stocks taking a period of many, many years to recover following the recent market plunge, Mark Hulbert offers some insightful — and encouraging — news in…
Arnott: Value Stocks Priced at or below Depression Levels
Researcher and money manager Rob Arnott has made a lot of headlines lately with his focus on the bond market, but in yesterday’s Financial Times he keyed in on another…
Tilson, Heins, and Recency Bias
How did so many investors and analysts fail to recognize the looming economic and stock market crises in recent years? In their latest Forbes column, Whitney Tilson and John Heins…