Charles Schwab’s Liz Ann Sonders, whose economic predictions have been very accurate over the past several years, says she expects the U.S. to continue to slowly grow in 2012 and…
Fisher: Overlooked Indicator Shows Recession Unlikely
Kenneth Fisher says the U.S. isn’t headed for a recession, and a big reason for his confidence is one you might not expect: iron ore prices. “Particularly in recent years,…
Paulson On How To Fix Europe
John Paulson, the hedge fund manager who made a killing by shorting U.S. real estate before the bubble burst a few years ago, says the European Central Bank needs to…
Rogers: Buying Bonds A "Terrible Mistake"
Jim Rogers says bonds are in a bubble, and that investors should own hard assets because of the Federal Reserve’s massive quantitative easing efforts — which he says are continuing.…
What Bolton Likes In China
Top U.K. fund manager Anthony Bolton thinks that China’s economy is better than many realize, and is particularly high on the country’s consumption and services sectors. “We have been through…
The Gurus Dig Deep For Resource Plays
In his latest article for Nasdaq.com, Validea CEO John Reese takes a look at some natural resource-related stocks that look attractive right now. “With the world population continuing to rise,…
Hussman: Short-Term Conditions "Hard-Negative"
Fund manager John Hussman says the current stock market condition “warrants unusual concern,” and is playing defense with his portfolio. “Based on a wide variety of evidence and its typical…
Top Small-Cap Manager Plays It Safe
Small-cap growth is an area of the stock market that would seem to imply frequent trading and extra risk. But Jeff Cardon, whose Wasatch Small Cap Growth Fund has been…
A Sector For All Seasons
In his latest Forbes.com column, Validea CEO John Reese looks at new data about what sector of the stock market has provided the most bang for investors’ bucks over the…
El-Erian: U.S. Problems Can Be Fixed, If Pols Get Act Together
PIMCO’s Mohamed El-Erian says the odds of a new U.S. recession are between 33% and 50%. “This is a fragile economy,” El-Erian tells Bloomberg. “It doesn’t mean we don’t have…