While many investors are fearing that the U.S. will slide into a lengthy deflationary spiral similar to that which Japan has endured, top value manager Whitney Tilson says that is…
Bogle on Why He Doesn't Invest Internationally
While many investors are focusing on emerging market stocks, which have done quite well in the past decade, Vanguard found John Bogle is skeptical of them. Bogle tells Morningstar that…
Leuthold Bullish for Now, But Fears Deficit Problems
Top fund manager Steven Leuthold says he’s bullish on stocks for the rest of 2010. But he tells Bloomberg that he’s hesitant to look beyond the end of the year…
Miller: Best Time to Buy Stocks Since Early 80s
Legendary Legg Mason fund manager Bill Miller is seeing a variety of factors aligning to make this the best time for long-term investors to buy stocks since the early 1980s.…
Hussman on Why QE2 Misses the Point
Stocks have been on the rise recently, thanks in large part to speculation that the Federal Reserve will engage in more quantitative easing to spur the economy. But fund manager…
Guru Strategy Rating Changes: Union Pacific on the Rise; HP Falls
Each week, we take a look at which stocks John Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at…
Sonders Sounding Bullish, But Skeptical of QE2
Charles Schwab’s Liz Ann Sonders says she sees stocks rising by the end of 2010, though she also expects — and welcomes — some shorter-term weakness. “We believe the more…
Biggs Bullish, Wants More Easing
Hedge fund guru Barton Biggs says that, while it can be a “dangerous exercise” if it fails, further quantitative easing will work and should be pursued by the Federal Reserve.…
The Macro Debate
Macroeconomic factors have been a driving force behind stock market moves in the past couple years. But how much should the recent increase in the impact of macro factors on…
Rogers on How to Profit from the Takeover Takeoff
Ariel Investments’ John W. Rogers Jr. says Corporate America’s appetite for takeover deals is creating big opportunities for investors. Rogers, whose Ariel Fund is in the top 10% of funds…