Top economic forecasting firm International Strategy & Investment Group says it is seeing signs that the U.S. economy is performing better than many have believed. “There are signs, or ‘green…
The Benefits of Turnaround Firms
If you are looking for places to invest as the current bull market ages, try turnaround stocks, says The Wall Street Journal’s Jack Hough. Hough says that several turnaround firms…
Bogle: Don't Overreact to ECB Plan
While investors have turned quite bullish after the European Central Bank said it would initiate a bond-buying program to help stabilize Europe’s financial system, Vanguard founder Jack Bogle says they…
Fisher: Think Big
Top strategist Kenneth Fisher says that the bull market has more room to run, and that investors should be looking to larger stocks as the bull run matures. “In the…
Sonders on Why Those High Profit Margins Aren't So High
In recent years, there’s been a lot of talk about how profit margins have reached unsustainable levels and will revert to their historic mean, which would have negative consequences for…
Reese on the Valuation/Risk Relationship
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 looks at the issues of valuation and…
Ritholtz Talks Economy, The Fed, and The Election
Barry Ritholtz of FusionIQ and The Big Picture blog says that even though it might not feel like it, “things are gradually getting better” with the economy — slowly. He…
Cooperman: Stocks the Place to Be
Hedge fund guru Leon Cooperman says stocks “generally speaking are the place to be”, and thinks government bonds are in a bubble. Cooperman tells CNBC that “there’s a very pessimistic…
Gross on the Problem with Low Interest Rates
PIMCO bond guru Bill Gross is standing by his comments that the “cult of equity is dying”, saying that near-zero interest rates are stunting lending and growth, and leading to…
Why Akre Sees Stagflation Ahead
Top fund manager Chuck Akre says a constrained consumer will mean continued slow growth for the U.S. — part of why he sees stagflation coming. Akre tells Bloomberg that robust…