Top value investor Charles De Vaulx has been cutting back on gold holdings and is high on oil and gas stocks and Japanese equities. De Vaulx tells Bloomberg that with…
Paulsen: Time to Move toward Cyclicals
Wells Capital Management Chief Investment Strategist James Paulsen says he thinks it’s time to lighten up on safety-oriented stocks like utilities and consumer staples, and put cash into more cyclical-type…
Deflation Could Help Us, Trahan Says
Highly-rated strategist Francois Trahan says that “deflation” is not a dirty word, and that the Federal Reserve could help the economy by allowing deflation to stem commodity price inflation that…
Discipline Crucial, Top Newsletter Editor Says
The Cabot Market Letter is having another market-beating year, and its editor is preaching discipline amid the current market volatility. “Going forward, it’s important to remember to take your cues…
J.P. Morgan Strategist: Ideal Buying Time May Be Near
J.P. Morgan U.S. equity strategist Thomas Lee says we may be near an ideal buying opportunity for stocks. According to Lee, 53% of stocks are trading for less than 12…
Ritholtz: "Austerians" Have It All Wrong
Barry Ritholtz of FusionIQ and The Big Picture blog says that the Federal Reserve has done just about all it can do it fix the economy, and that changes to…
Shiller Talks Housing, Bubbles
Yale Economist and housing guru Robert Shiller says the government still isn’t doing enough to help the housing market. Shiller, who called the bursting of both the tech stock and…
Biggs High On Cash Amid Fear of Financial Crisis
Hedge fund guru Barton Biggs says he’s only 20% net long on equities in this market, and says we may be on the eve of another financial crisis. Biggs says…
Valuations Have Bolton Bullish
Fidelity’s Anthony Bolton says he’s optimistic about global equities, and valuations are a big reason. “I am still a bull of world equity markets,” Bolton, who produced an exceptional track…
Muhlenkamp Skeptical of Fed Plan; Says Market's "Cadillacs" Cheaper than "Chevys"
Top value investor Ron Muhlenkamp says the Federal Reserve’s “twist” plan is counterproductive and will end up resulting in the opposite of what is intended. Muhlenkamp says the Fed is…