Barry Ritholtz of FusionIQ and The Big Picture blog says he doesn’t think the market has bottomed yet, but he is looking to move more of his portfolio back into…
Category: Market Timing
Bolton: It's a Buying Opportunity
Top U.K. fund manager Anthony Bolton says the recent tumult in global markets has created a buying opportunity in Asian markets. “I believe the recent stock market volatility reflects a…
Fisher on Babson's Market Cycles
Referencing the work of famed business theorist Roger Babson, Kenneth Fisher says cyclical forces indicate we’re in a time when investors should be buying stocks. In his latest Forbes column,…
Hulbert: Not Likely That The Plunge Was The Bottom
For investors thinking that Thursday’s big plunge is a sign that the stock market has bottomed, Mark Hulbert has a warning. “Market declines rarely end with days like Thursday’s 513-point…
Paulsen Sees Strong Growth in Second Half; Likes EM Stocks
Jim Paulsen, chief investment strategist at Wells Capital Management, is expecting 4% economic growth in the second half of the year, and says he’s keying on cyclical stocks that have…
Ritholtz Dials Back Risk
Money manager and author Barry Ritholtz has been dialing back risk in his portfolio, using short-focused exchange-traded funds to hedge his long bets. “We don’t think a recession is imminent,…
Sell in May and Go Away? Not in Certain Sectors
“Sell in May and go away” — it’s one of the more popular sayings on Wall Street. But according to one study, doing so may cause investors to miss out…
Kass Grows Cautious
Columnist and money manager Doug Kass says that while more and more investors seem to be jumping on the bullish train, he’s getting more bearish. “Despite nearly no one willing…
Fisher Says Shiller P/E Not a Helpful Timing Tool
In an interview with Steve Forbes, Kenneth Fisher says that dollar-cost averaging isn’t a smart strategy over the long run, and says the increasingly popular 10-year “Shiller” P/E isn’t a…
Ritholtz High on U.S. Stocks -- For Now
Barry Ritholtz of FusionIQ and The Big Picture blog says he’s 90% long on stocks right now, mostly in the U.S. Ritholtz tells CNBC that a lot of his optimism…