Charles Schwab Chief Investment Strategist Liz Ann Sonders says that she expects “muddle-through” economic growth to continue, but she thinks the housing market has bottomed and says the stock market’s…
Stocks & Hoops: Not All that Different
In his latest column for Canada’s Globe and Mail, Validea CEO John Reese explains why investors would be wise to approach building a portfolio in the same way they’d approach…
Cohen Sees U.S. Avoiding Recession
Goldman Sachs Chief Equity Strategist Abby Joseph Cohen says she thinks the U.S. won’t fall into another recession, and sees stocks as “very attractively valued”. “All you need to believe…
Einhorn Ups Bullish Bets, But Warns on Inflation
Hedge fund guru David Einhorn says he increased his bullish bets last month, but remains concerned about several issues, including the Federal Reserve’s low-interest rate policy. In a conference call…
Shiller on Housing, QE3
Yale Economist Robert Shiller says he’s not sure if the housing market has bottomed, and says it’s likely that an environment of austerity is behind the recent economic slowdown. Shiller…
Why Short-Term Market Timing Is Futile
In a recent piece for The Motley Fool, Morgan Housel offers some interesting data on why trying to time the market is so dangerous. “There have been about 21,000 trading…
Krugman: Austerity -- Not More Debt -- Is The Danger
Nobel Prize-winning Economist Paul Krugman is continuing to say that the U.S. needs to spend more — not undertake austerity measures — to get out of its economic malaise. Krugman…
Biggs Sees Market Weakness, But No Double Dip
Hedge fund guru Barton Biggs is expecting a few weeks’ worth of weakness for the stock market, thanks to lingering trouble in Europe and a slowing economy in the U.S.…
Grantham on Incredibly Irrational Markets
In his latest quarterly letter, GMO’s Jeremy Grantham offers some very interesting data on the disconnect between the stock market on one hand, and the economy and “fair value” of…
El-Erian: Macro Headwinds Battling Micro Strength
PIMCO’s Mohamed El-Erian says that the U.S. economy is having trouble gaining traction, as evidenced by the latest GDP report. El-Erian tells Bloomberg that in addition to the headline growth…