Wharton professor and author Jeremy Siegel tells Bloomberg that he expects a “soft” second-quarter GDP reading, but he continues to believe we will not see a double-dip recession. Siegel also…
Category: Market Valuation
Grantham on Deflation, and the Remarkable Cheapness of High-Quality Stocks
While many remain concerned that major inflation is lurking around the corner, GMO’s Jeremy Grantham says deflation, not inflation, is the greater concern. “Even if we get intermittently rising commodity…
Nygren: How Stocks Could Double in Five Years
Bill Nygren, whose Oakmark and Oakmark Select funds are both in the top 2% of their category over the past decade, thinks stocks could double in the next five years…
Hussman: Don't Believe That Stocks Are Cheap
While Liz Ann Sonders says stocks are undervalued using her computation of “normalized” earnings, fund manager John Hussman has a far different view. In his latest market commentary, Hussman says…
Sonders Says Stocks on Cheap Side
With stock valuations on the cheap side and hordes of retail investors still sitting on the sidelines, Charles Schwab Chief Investment Strategist Liz Ann Sonders says it’s more likely that…
Dreman: Time to Seize Opportunities
In his latest Forbes column, David Dreman says fears of Europe’s demise — and an ensuing global economic downturn — are overblown. “It’s as if people were having nightmares of…
"Bond King" Finding Value in Stocks
“Bond King” Bill Gross of PIMCO remains high on stocks, saying that he sees the most values in European firms right now. “The United States should grow faster than Europe,”…
Arnott Sees Slip Back into Recession -- and then Big Opportunities
Research Affiliates’ Rob Arnott says he thinks the expiration of the Bush Administration tax cuts at the end of this year will be the catalyst for another recession, and that…
Kass: We've Hit 2010 Lows
Money manager and columnist Doug Kass, who made a bold bullish call just days before the March 2009 rally began, now says he thinks we’ve seen the end of the…
Paulsen: Bullish Factors Aligning
Wells Capital Management’s Jim Paulsen says lower Treasury rates will have a positive impact on the economy in the second half of the year. Paulsen tells Bloomberg that with the…