Growth in manufacturing activity and industrial production have slowed a bit recently, leading many to fear a double-dip recession is coming. But columnist and money manager John Dorfman — one…
Siegel: Fed Still Has Tools -- and Should Use Them
While many say it is out of bullets, author and Wharton Professor Jeremy Siegel says the Federal Reserve still has ammunition left to combat the sluggish economy. Siegel writes on…
Berkowitz, Renaissance Targeted BP
Top fund manager Bruce Berkowitz has been buying up beaten-down financials for several months now. In the second quarter, he also keyed on a beaten-up energy company — much-maligned BP.…
Zweig Strategy Doing Some Apple-Picking
In his latest article for Seeking Alpha, Validea CEO John Reese takes an in-depth look at his Martin Zweig-inspired growth strategy. “Over the past two years, the stock market has…
Mobius on Why Double-Dip Fears Are Good
Templeton Asset Management’s Mark Mobius says fears of a global double-dip recession are a positive thing for emerging markets, because it means central banks will continue to supply liquidity to…
Does Buffett See Inflation Coming Sooner than Most?
Warren Buffett’s Berkshire Hathaway recently released its second quarter holdings, and some analysts say the report offers indications that Buffett expects inflation to hit sooner rather than later. According to…
Doll, Heebner on Economy, Market
Blackrock’s Bob Doll and CGM’s Ken Heebner both recently discussed their market outlook with CNBC. Both Doll and Heebner are finding reasons to be optimistic, and both shared a few…
Akre Taking Focused Approach
Chuck Akre, who has an exceptional long-term track record as a fund manager, is cautious about the coming years, but is still finding some opportunities in the stock market. “I’m…
Gabelli on Mid-Term Elections, Market Impact
Mario Gabelli says that on the whole stocks currently do not have a “margin of safety”, and that he expects concern about the upcoming elections will soon begin to drive…
Nygren: Macro Focus Leading to Plenty of "Micro" Opportunities
Right now, many — if not most — investors are focused on macroeconomic factors. And, says top fund manager Bill Nygren, that has created a number of “micro opportunities” for…