PIMCO Chief Operating Officer Doug Hodge says that monetary easing alone isn’t enough to repair the U.S. economy, and that America is “in for a slow period of balance sheet…
Oberweis: Follow Ben's Lead
Newsletter guru Jim Oberweis says that investors can make some nice profits by following the Fed. “Government policies shape markets, turn winners into losers and, unfortunately, can distort the invisible…
Stocks For An Obama -- Or Romney -- Presidency
In his latest article for Nasdaq.com, Validea CEO John Reese says that investors shouldn’t let speculation about who is going to win the Presidential election affect their investment decisions. “So…
Top Fund Manager: Flight to Safety Overdone
Oakmark’s Clyde McGregor, who manages several funds with strong long-term track records, says his equity/income fund is tilted strongly toward equities, with fixed income offering few good opportunities. McGregor says…
Buffett Talks Economy, Fiscal Cliff, and Berkshire's Portfolio
Appearing today on CNBC’s Squawk Box, Warren Buffett said the global economy is slowing but that the U.S. is doing better than Europe, and said he’s on the hunt for…
Forester Cautious and Defensive
Fund manager Tom Forester released his third quarter commentary earlier this month, and his message was one of caution. “As risks have increased, we have increased our protection,” Forester wrote.…
Where Arnott Sees Value
Rob Arnott of Research Affiliates and PIMCO is finding value in emerging market stocks and high-yield bonds. Arnott tells Brett Arends of The Wall Street Journal that emerging-market stocks have…
Hussman: Don't Believe the Valuation Numbers
Fund manager John Hussman remains quite bearish on the market, saying that stocks are showing signs of being in the “exhaustion” part of a bull market. “We presently have an…
Herro: Value Is In Stocks
Oakmark’s David Herro says global equities remain a “good asset class”, and thinks that a Mitt Romney presidency would mean good things for the U.S. economy. Herro tells Bloomberg that…
Eveillard: Gold Still Looks Good
Top value investor Jean-Marie Eveillard says that despite its big gains in recent years, gold “cannot be overvalued” in the current environment. “We have, so far, a minor correction,” Eveillard…