…investors have positive views on this asset class.” Currently, they don’t see a near-term trigger that would halt emerging market momentum, but spiking inflation and aggressive tightening, or a surge…
Search Results for: momentum
Sonders on Double-Dip Fears, Fed Policy
…believe this forward momentum will continue and, in fact, accelerate again, while we remain relatively optimistic on the market’s prospects. While we don’t discount the possibility of a return to…
Nygren: Macro Focus Leading to Plenty of "Micro" Opportunities
…with the majority focused on momentum instead of value, more stocks are selling at either abnormally large discounts or premiums to long-term value.” Nygren says that in normal markets, he…
Biggs: It's Never Different
…drive markets going forward, as they always have. He thinks the current market has good momentum behind it, and he expects the economic and stock market recoveries to continue. [youtube=http://www.youtube.com/watch?v=0ZT3LXuSj5c]…
Herro Looking to the Market's Unloved
…of the decade, tells Bloomberg. “And where the true values are usually is where the momentum is not.” Herro also explains why he has underweighted the popular BRIC nations. [youtube=http://www.youtube.com/watch?v=Zbf1gREgKBM]…
Barron's Roundtable: Gabelli, Zulauf Weigh In
…enough momentum to rise another 10% or so, but if economic growth is good in the first half of the year, the government could begin to withdraw its stimulus efforts,…
What Works in Year Two of a Bull?
…year following severe bear markets, O’Shaughnessy writes, low-momentum stocks crush high-momentum stocks — just as we’ve seen in the junk rally that started last March. “During the nearly nine months…
Mobius: Don't Mistake Correction for a Bear
…basis.” Mobius says not to expect the huge gains of the past 10 months to occur again in 2010, but he does think underlying momentum will help push the market…
The Two-Pronged O'Shaughnessy Attack
…will never buy a Netscape or Genentech or Polaroid at 165 times earnings,” O’Shaughnessy wrote, referring to some of history’s well-known momentum-driven, overpriced stocks. “It forces you to buy stocks…
Grantham Expects "Painful" Pullback in 2010
…Reserve of further help in case of future problems, momentum, and the herd mentality driving stocks higher. “Price, however, does matter eventually, and what will stop this market (my blind…