John Mauldin, the economist and strategist from Millennium Wave Investments, isn’t buying the bullish views many strategists are now offering. In an interview with Yahoo!TechTicker, Mauldin says the market has…
Category: Market Valuation
Krugman on the Stimulus, Inflation, Stocks, and Healthcare
In a wide-ranging interview with Advisor Perspectives, Nobel Laureate, Princeton Professor, and New York Times columnist Paul Krugman says not to quit on the government’s current stimulus package, that he’s…
Six Reasons Top Wells Strategist Likes This Market
In his latest newsletter, James Paulsen, chief investment strategist for Wells Capital Management, says he believes “the economy and the financial markets have finally turned a corner and are probably…
Top Strategists Talk "Buy-and-Hold"
The Financial Times recently interviewed several top strategists about the viability of “buy-and-hold” investing, and found that some are espousing more of a “buy-cheap-and-hold” approach. “In a challenge to the…
Why Jeremy Grantham Is Bored with this Market
Just a few months after he said that equities were undervalued for the first time in two decades, Jeremy Grantham now says the broader market is again overvalued — though…
Pabrai on Buffett, and the Current Market
Fund manager and author Mohnish Pabrai — a Warren Buffett disciple who a couple years ago paid $650,000 in a charity auction for the right to have lunch with “The…
Bouncing Back Strong, Miller Now High on Tech, Financials
Bill Miller — who beat the market for a remarkable 15 straight years before struggling the last three — is bouncing back strong this year, with his Legg Mason Value…
For Once, Rogers Isn't Shorting
Commodity guru Jim Rogers thinks America is becoming a socialist nation and isn’t happy with Federal Reserve Chairman Ben Bernanke, but he’s also not sounding too bearish on the market.…
Shorting Now Too Risky for Some Top Hedge Fund Managers
Some big-name hedge fund managers who made out shorting stocks last year now see major short positions as too risky, and are tilting their portfolios mostly — or completely —…
Nygren's Three Reasons to Buy Stocks Now
In his recent mid-year market commentary, Oakmark Fund Portfolio Manager Bill Nygren says that he “continue[s] to believe that today’s long-term investors will increase their capital more by investing in…