Lakshman Achuthan of the Economic Cycle Research Institute says the U.S. economy is in recession. Achuthan, who had been forecasting a recession by mid-2012 for the past several months, tells…
Looking for Safety? Don't Turn to Bonds, Nygren Says
Top fund manager Bill Nygren says investors who are dumping stocks in favor of bonds in an effort to lower the risk in their portfolio are using erroneous logic. In…
Sonders on "Shiny Objects" in the Wreckage
Charles Schwab Chief Investment Strategist Liz Ann Sonders says that while concerns abound in the economy — including a new “monetary cliff” that has resulted from the Federal Reserve’s recent…
Mobius on the Lure -- and Risks -- of Frontier Markets
Templeton Asset Management’s Mark Mobius says a number of frontier markets across the globe are offering intriguing opportunities for investors — but that patience is a must for those who…
Reese: Don't Shun Europe
In his latest column for Forbes.com, Validea CEO John Reese says that investors who have been fleeing Europe amid the continent’s debt crisis are overlooking some big bargains in European…
Momentum Not Dead, According to Study
Are momentum-focused investment strategies dead? MarketWatch’s Mark Hulbert recently highlighted some new data that indicates they are not. Hulbert says that after “spectacular losses” in parts of 2008 and 2009…
Hussman: Recession Is Here
Fund manager John Hussman, whose funds have struggled in recent years but have good long-term track records, says he thinks the economy has entered recession. “I noted two weeks ago…
Yacktman: Volatility Means Opportunity
Top mutual fund manager Donald Yacktman says that the short-term “casino” mentality among most investors has actually created more opportunities for long-term value investors. Yacktman tells Morningstar that a decline…
Siegel Sees Dow 15,000 By End of 2013
Wharton Professor and Stocks for the Long Run author Jeremy Siegel says he still expects the Dow Jones Industrial Average to reach 15,000 by the end of 2013. “There’s two…
Top Newsletter Stays Disciplined Amid Fears
Michael Cintolo, editor of the top-performing Cabot Market Letter, thinks some weak recent economic data may actually be a precursor to an upward move for stocks. “Anecdotally, we think [this…