Economist and Nobel Laureate Paul Krugman says the recent jobs data is encouraging — but that it is not cause to stop major efforts to spur job growth. “For once…
GMO High on Quality & Value, Sour on Bonds
Jeremy Grantham’s GMO has published its fourth-quarter update, offering a contrarian position on Europe and outlining its strategies as we head into 2012. The firm says it moved “incrementally into…
Looking for Safety? Try Mega-Caps, Not Bonds
While investors have piling into Treasury bonds and gold in a quest for safety, they’ve been avoiding some of the market’s biggest, steadiest stocks. And that’s created some big bargains…
Buffett: Productive Assets Like Stocks Offer Most Safety -- Not Bonds
Over the past few years, investors have poured into low-yielding Treasury bonds, perceiving them as the safest place to be during the global economic tumult. But, according to Warren Buffett,…
Fisher: 2012 "To Be As Rewarding As 2011 Was Frustrating"
Kenneth Fisher, who correctly said 2011 would be a flattish year for the market with lots of volatility, sees a much better scenario developing in 2012. “Optimists are scarce, and…
Index Battle: S&P 500 vs ... S&P 500?
Investors have been waiting for more than four years now for the S&P 500 to eclipse its October 2007 high. But, according to SmartMoney’s Jack Hough, the index has already…
El-Erian Talks Jobs, Economy, Greece
PIMCO’s Mohamed El-Erian says it’s “too early to declare victory”, despite the strong recent jobs numbers. El-Erian does tell CNBC that the numbers are very encouraging, but adds that it…
Yacktman: Stocks Still Remarkably Attractive
Top fund manager Donald Yacktman says that he can’t remember another time in his 40-plus-year career when he has “seen so many high-quality, profitable businesses selling at prices relative to…
Sonders Sees Employment Gains Continuing
Charles Schwab Chief Investment Strategist Liz Ann Sonders says the recent unemployment data was “pretty close to great”, and sees job growth continuing to be strong in the coming months.…
Top U.K. Managers Look to U.S.
Some top U.K. fund managers are upping their allocations to U.S. stocks, seeing the American market as offering more safety than some cheaper-looking markets in other parts of the world.…