Templeton Asset Management’s Mark Mobius says he thinks the emerging market trouble that has seeped into the U.S. market a bit will be temporary, and will provide significant buying opportunities.…
Fisher on an "All or Nothing" 2014
With most forecasters expecting moderate gains or minimal losses for stocks in 2014, Kenneth Fisher says we’re likely to get returns that are more extreme — likely on the upside.…
Paulsen: Cocktail of Factors May Spark Inflation Fears In 2014
Could 2014 finally be the year that long-simmering inflation fears boil over? Wells Capital’s Jim Paulsen thinks it just might be. “In the last five or six years we’ve been…
Hyman & Miller on What They're Watching In 2014
In a joint interview with Consuelo Mack on WealthTrack, legendary fund manager Bill Miller and top analyst Ed Hyman recently discussed their outlooks for 2014. Both sounded optimistic, with Hyman…
Siegel: Stocks 10% to 15% Below Fair Value
While stocks have stumbled out of the gate in 2014, Wharton’s Jeremy Siegel doesn’t think the declines are a sign that the bull market is ending. “While I still think…
Hot List: The 2014 Outlook
In his bi-weekly Hot List newsletter, Validea CEO John Reese offers his take on the markets and investment strategy. In the latest issue, John examines three key reasons why he…
Brown on The Valuation Debate
Are stocks overvalued and headed for a crash? Josh Brown of Ritholtz Wealth Management and The Reformed Broker blog doesn’t think so. While many have pointed to the fact that…
Sonders: December Jobs Numbers Look Like A Fluke
Charles Schwab Chief Investment Strategist Liz Ann Sonders says the market does have a couple strikes against it right now, but they are likely short term issues, she contends. Sonders…
Study: Which Valuation Metrics Matter?
In a new study, Smithers & Co. examines just what valuation metrics have historically had predictive power over the stock market’s direction — and the results don’t bode well for…
Herro on 2014, and What Japan Needs To Do Now
Top fund manager David Herro says that, while stocks jumped far more than most expected they would in 2013, they still should have room to run going forward. “Despite the…