GMO’s Jeremy Grantham says the world is well into a food crisis that isn’t likely to abate, and that it will have huge sociological, governmental, economic, and investment repercussions. “We…
A Gross Miscalculation?
Bill Gross’ recent argument that the cult of equities is dying included one significant flaw, Henry Blodget writes on Yahoo! Finance’s Daily Ticker. “Even brilliant people occasionally make boneheaded mistakes,…
Gross: Cult of Equity "Dying"
PIMCO bond guru Bill Gross says the “cult of equity is dying”, and that future stock returns cannot be as high as they’ve been historically. In his latest investment commentary,…
Doll, Sonders Sounding Cautiously Optimistic
Blackrock’s Bob Doll says current market valuations are providing a cushion that will help buoy the stock market even if earnings aren’t great. “I don’t need great earnings for stocks…
Rogoff Talks Financial Crises, Greece, and The Fed
Kenneth Rogoff, whose research into historical financial crises with Carmen Reinhart may be the most extensive ever performed, says the U.S. economy is following a normal post-financial-crisis path, but that…
Shiller on Housing and Regional Bubbles
Housing market guru Robert Shiller says it’s possible that the housing market has bottomed, but that he’s not confident it has. Shiller tells FOX Business Network that there is some…
Is Glass-Steagall The Answer? Maybe Not, Says Zweig
While many have been clamoring for the reinstitution of the Glass-Steagall Act as a way to address some of the financial sector’s problems, Jason Zweig is skeptical. In his Intelligent…
Siegel Says Housing Will Boost Second-Half GDP
Wharton Professor and author Jeremy Siegel says a rebound in the housing market will help push GDP growth near 3% in the second half of 2012. “Housing is one of…
Fisher: Look to Large-Cap Growth
Top investor Kenneth Fisher says that the bull market has a ways to go — and that large-cap growth stocks will be the place to be during the rest of…
Buffett's 50-Year-Old Words Still Ring True
While many investors think uncertainty has risen to unprecedented levels, changing the way they should invest, they need only look at some of Warren Buffett’s earliest letters to investors to…