Hedge fund guru Barton Biggs says he’s cut back on his stock holdings, largely thanks to concerns about Europe — particularly Spain. Biggs also tells Bloomberg that the Federal Reserve’s…
Sonders: Sentiment Picture Hasn't Dented Bullish View
Charles Schwab Chief Investment Strategist Liz Ann Sonders says that while a rise in investor sentiment has made the market more vulnerable to bad news in the short term, she…
O'Shaughnessy Talks Stock Market Cycles
Quantitative strategy guru James O’Shaughnessy says history indicates that the rest of this decade should at least be a decent one for stocks, and that the 20 years after that…
Love Him Or Hate Him, Keynes Could Pick Stocks
John Maynard Keynes’ economic principles have been the subject of intense debate over the past few years. But in a recent column for The Wall Street Journal, Jason Zweig notes…
Cohen: U.S. Has Advantages Over Other Developed Economies
Goldman Sachs partner Abby Joseph Cohen says she expects U.S. stocks’ bull run to continue, and says she thinks the next recession won’t happen anytime soon. Cohen tells Bloomberg that…
Herro: Fear Has Blue Chips Undervalued
Top fund manager David Herro of Oakmark says high levels of fear among investors have big, global blue-chip equities trading at very attractive values. Herro tells CNBC that he is…
Doll: Market Looks Good, But Political Risks Loom
Blackrock’s Bob Doll says he thinks stocks have yet to hit their 2012 highs, but cautions that several factors — especially political issues in the U.S. — could pose a…
Paulsen: Stocks Are Attractive, Gold Is Not
Wells Capital’s Jim Paulsen says the stock market environment “remains very good”, though he advises shifting out of stocks that have done well in the first quarter and into those…
Lynch & Buffett: A Dynamic Duo?
Legendary investors Peter Lynch and Warren Buffett have each posted exceptional returns on their own, so what would happen if they teamed up to pick stocks? In a “Number Cruncher”…
High-Quality -- Not Value -- Key To Buffett's Success
Warren Buffett is known as a value investor, but a recently released research paper has found that most of Buffett’s success over the long term is due not to value…