First Eagle Funds’ Jean-Marie Eveillard, who in early 2007 correctly said that the credit boom was ending and banks were acting as “disguised hedge funds”, tells Forbes.com that he’s bullish…
Category: Market Valuation
Short-Term Opportunities, Long-Term Questions
After the huge rally in stocks over the past six months, the big question for investors is, can it continue? Fortune recently posed that question to several successful strategists, and…
After Beating the Bear & the Bull, Top Newsletters Think "Big"
Of all the newsletters tracked by Hulbert Financial Digest, only 13 beat the market during both the bear market that started in 2007 and the bullish period that started this…
Barron's: Top Strategists Remain Mildly Bullish
In its latest survey of top investment managers, Barron’s found that, on average, most of the managers are expecting the market’s ascent to slow significantly this fall, though they remain…
They Got It Right in March; What Do They Say Now?
A few weeks ago, we highlighted how Jeremy Grantham — who quite presciently had advised investors to “reinvest when terrified” back in March — is now sounding much more cautious.…
Berkowitz: "Great Environment" for Stock-Pickers
Top fund manager Bruce Berkowitz, whose Fairholme Fund has earned about 12% per annum over its 10-year history while the S&P 500 has lost about 3% annualized, says that this…
Ritholtz Cautious, But Says "Traders' Rally" Still Has Room to Run
Barry Ritholtz — who presciently started turning bullish back in March — says much of the market’s oversold status has been worked off, but thinks the market could continue to…
Buy-and-Hold, Hedging, and Values: Top Strategists Offer Tips
In a recent panel discussion held by Charles Schwab, several top managers and strategists offered their take on the current market, as well as portfolio management tips regarding buy-and-hold investing,…
Mobius: Emerging Markets Due for Pullback, and then Big Surge
Templeton Asset Management Executive Chairman Mark Mobius says that emerging market stocks are due for a significant correction in the short term, but will likely soar to new highs by…
Fisher: It's a Bull
Money manager and columnist Kenneth Fisher writes this month in Forbes that the bear market has indeed ended. “This rally has taken stocks up 55% from their Mar. 9 low,…