Charles Schwab’s Liz Ann Sonders says that the specter of the 2008 financial crisis and market crash is still haunting many investors — and that’s a good thing. “I think…
Top Forecaster: No Slowdown In 2014
One of the top economic forecasters says he doesn’t agree with those who see a slowdown coming for the U.S. economy this year. (more…)
It's A Market Of Stocks -- Not A Stock Market
Over the past several months, broader stock market valuations have risen to the point that it’s now clear that stocks are no longer, collectively, the dirt cheap bargain they were…
O'Shaughnessy on Bond Market Risk, And Stock Strategy
After its huge run-up over the past 5 years, does the stock market still have good times ahead? Quantitative investing guru James O’Shaughnessy thinks so. In an interview with Canada’s…
Fisher: Time To Think About Margins
With the bull market around its halfway point, in his estimation, Kenneth Fisher is focusing on “big, fat stocks” — that is, large-caps with fat gross profit margins. “It works…
Montier Not Finding Much Safety
James Montier and GMO are known for their conservative, cautious approach — a mindset that has helped the firm often recognize market and economic problems well ahead of others. So,…
Fund Manager Of The Year Talks Strategy, Current Market
Morningstar International Stock Fund Manager of the Year Daniel O’Keefe recently appeared on WealthTrack with Consuelo Mack to discuss how his Artisan International Value and Artisan Global Value funds have…
Yardeni: EM Fears Creating Buying Opportunities
Top strategist Ed Yardeni says recent emerging market troubles aren’t likely to halt the US bull market, instead seeing the recent stock market declines as a buying opportunity. “This seems…
Consider Making Staples A Staple Of Your Portfolio
Consumer staples have been struggling recently, but Validea CEO John Reese says that’s no reason for long term investors to avoid them. “In his most recent edition of What Works on…
Sonders on an EM Contagion
Charles Schwab’s Liz Ann Sonders thinks we are likely to see more short term weakness in the stock market, but she doesn’t think emerging market troubles will upend the broader…