In his latest Forbes column, Ken Fisher reiterates his bullish stance on stocks, and offers several reasons why he’s optimistic. Among Fisher’s bullish points: “The GDP-weighted global yield curve (spread…
Markman Says Rally Doubters Are Wrong
MarketWatch columnist and money manager Jon Markman says that while many investors don’t believe it, the rally still has plenty of room to run — and that corporations will keep…
Top Fund Managers Look to Large Caps
Jeremy Grantham isn’t the only successful investor who’s finding big values in big stocks. Thomas Perkins and Donald Yacktman are among the investors with strong long-term track records now finding…
Grantham: Stocks Overpriced, but (Unfortunately) Likely to Rise
In his latest quarterly letter, GMO’s Jeremy Grantham says stocks are overvalued, but likely to continue rising — and rising to dangerous “bubble” levels if the economic recovery is a…
The U.S. Debt: Big Problem or Big Hype?
Are fears about the burgeoning U.S. government debt merited, or overblown? In an interview with CNBC, University of Texas Economics Professor James Galbraith says that the debt discussion involves a…
Doll Likes Energy, Industrial Commodities
Blackrock’s Bob Doll says that, while it may be due for a “stall” or sideways consolidation, he thinks the market’s longer-term direction will continue to be upward, as long as…
Top Value Managers Still See Opportunities
With the market up close to 80% off its March 2009 lows, is there still money to be made in stocks? Two value managers with excellent long-term track records, Bill…
Tilson on the "Grind-It-Out" Market
Whitney Tilson says that with the stock market up some 75% from its March 2009 lows, it’s time to “grind it out” and wait for opportunities to “be greedy”. In…
Paulsen: It's Still Early in the Recovery and the Rally
Wells Capital Management’s James Paulsen says that while many are envisioning a below-average economic recovery, the rebound has thus far been very normal, if not better than average, and he…
Muhlenkamp Likes Financial Services, Tech Stocks
Value manager Ron Muhlenkamp, whose fund has beaten the S&P 500 by about 5% per year over the past decade, says he’s keying in on several financial services firms, as…