Wharton professor and author Jeremy Siegel says he thinks the improving housing market will push the economy higher in 2013, with the improvement accelerating as the year goes on. Siegel…
Why The "Great Rotation" May Not Be As Bullish As You Think
The “Great Rotation” — the expected move that investors will, at some point, make from bonds to back to equities — has been used as a reason to be bullish…
How Short-Term Thinking Can Short-Circuit Your Portfolio
Many investors think they are being diligent when they continually check in on how their stocks are doing, but Validea CEO John Reese says they may actually be hurting themselves…
Top Fund Manager Sees Change Coming
Top fund manager David Winters says that for the first time in years, investors are letting go of Great Recession-triggered fears. “We’re beginning to see a change in sentiment,” Winters…
Buy If A Correction Hits, Sonders Says
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she remains optimistic on the United States, and thinks that stocks look attractive for long-term investors. “Stock market resiliency continues to…
El-Erian: Time To Scale Back Risk
PIMCO’s Mohamed El-Erian says it’s time to gradually take money off the table because asset prices have gotten ahead of fundamentals. “We think that prices are artificially high, that maintaining…
Cohen: Companies To Use Cash in 2013
Goldman Sachs’ Abby Joseph Cohen says 2013 will be the year when companies begin to put their piles of cash to work. Cohen tells Bloomberg that she’d like to see…
Value Investing Success Hinges On Discipline
Value stocks have been faring quite well recently. But in his “Intelligent Investor” column for The Wall Street Journal, Jason Zweig says that the key to value investing is how…
Guru Strategy Stocks Putting Cash To Work
While many companies, fearful of the economy or not wanting to pay repatriation taxes on foreign profits, have been hoarding cash in recent years, Validea CEO John Reese says that…
Rogers Calls Market Gains "Artificial"
Top strategist Jim Rogers says the economy is shifting from one that is driven by the financial sector to one that will be driven by commodities. Rogers tells CNBC that…