Rob Arnott of Research Affiliates says that the recent rally has taken away from the attractiveness of many areas of the stock market, but he remains very high on beaten-down…
Category: Market Valuation
Grantham Expects "Painful" Pullback in 2010
In his third-quarter letter to clients, GMO’s Jeremy Grantham offers a scathing critique of a myriad of groups whose actions (or inactions) led to the current economic climate — from…
Shiller: Market Overvalued, but that Doesn't Mean You Should Dump Stocks
Yale economist Robert Shiller, who called both the Internet and housing busts, says that he doesn’t see another era of “irrational exuberance” occurring anytime soon. But that doesn’t mean he’s…
Siegel: Recession Over & Stocks Attractive, but Unemployment to Stay High
Wharton professor and author Jeremy Siegel says that the U.S. recession is over and that it’s a good time for investors to be putting money in the stock market —…
Miller Continues to Rebound, Likes Financials, Healthcare
Bill Miller, the legendary Legg Mason Value Trust manager who beat the market for 15 straight years before falling on very tough times in the past three, is almost doubling…
Stocks Still Win, Siegel Says
Jeremy Siegel, the Wharton professor and author of Stocks for the Long Run, says that the painful losses investors endured in the recent bear market have not done anything to…
Stiglitz: Stumbling Blocks Ahead
Columbia University economist and Nobel laureate Joseph Stiglitz tells Bloomberg News that he sees rough terrain ahead for the economy, and, potentially, the markets. Stiglitz says the next quarter or…
Tilson, Winters, Hartnett Offer Varied Perspectives
In the latest edition of WealthTrack with Consuelo Mack, three top strategists — Whitney Tilson, David Winter, and Michael Hartnett — offer varying takes on the current market. Tilson of…
Wien, Biggs, Leuthold, Sonders: Don't Dismiss the Rally
While the stock market rebound has been met with great skepticism, several top strategists — including some not known for their bullishness — are beginning to think that the rally…
Buffett: Economy Has Leveled Off -- and I'm Buying Stocks
Warren Buffett has made several public appearances in the past day or two, including this one on CNBC in which he says that the economy has leveled out, but isn’t…