Fund manager John Hussman is amping up his recession warnings, saying that, “based on evidence that has always and only been observed during or immediately prior to U.S. recessions, the…
Category: Market Valuation
Roundtable Guests See Challenges, Opportunities
Barron’s recently held its mid-year Roundtable report, asking several top strategists where they think the market and economy are headed. Ten investors participated; here are a few highlights: Archie MacAllaster:…
Dreman Finding Value Amid Fear
Contrarian guru David Dreman says that while he expects significant volatility going forward, he’s still finding value in the market. “I think while value is there, we’re all going to…
Grantham: Stocks Still Above Fair Value
While stocks are down some 14% off their April highs, GMO’s Jeremy Grantham says they are still well shy of fair value territory. In an interview with CBS MoneyWatch, Grantham…
Cohen: Most Bad News Already Baked Into U.S., Euro Markets
Abby Joseph Cohen, president of Goldman Sachs Global Markets Institute, tells CNBC that, while her firm doesn’t have the “rosiest” of outlooks, potential bad news appears to already be discounted…
Top Fund Manager Says Plenty of Firms Offering Nice Margins of Safety
Eric Schoenstein, a co-manager of the Jensen Portfolio, which has beaten 95% of its peers over the past 10 years, recently discussed investment strategy with Jonathan Burton of MarketWatch. Schoenstein…
Hussman: These Dips Don't Offer Much Opportunity
Despite the market’s recent struggles, John Hussman — whose funds have some solid long-term track records — isn’t seeing a great opportunity to “buy on the dip”. “My impression is…
Herro Sees Dip as European Buying Opportunity
David Herro, whose Oakmark International I fund has beaten 99% of its peers over the past 10 years and 98% of its peers over the past year, says the recent…
Data Points to 8%-9% Yearly Stock Returns in Next Decade, Economist Says
While some are proposing that we’ll see a “new normal” in stock returns going forward, economist Richard DeKaser says investors can expect 8% to 9% annualized returns over the next…
Fisher Sees Bullish Signs
In his latest Forbes column, Ken Fisher reiterates his bullish stance on stocks, and offers several reasons why he’s optimistic. Among Fisher’s bullish points: “The GDP-weighted global yield curve (spread…