Top U.K. manager Anthony Bolton of Fidelity is managing a new China-focused fund, and he recently told London’s Telegraph why the opportunity lured him out of retirement. “This may be…
Shilling Sees Rough Times Ahead -- But Opportunities, Too
Economist and INSIGHT newsletter editor A. Gary Shilling is expecting slow growth and deflation in the coming years, along with a secular bear market. But he says there will still…
Miller on Investors' "Perverse" Affinity for Bonds
Legg Mason’s Bill Miller says that the path of least resistance for the stock market is higher, but that many investors are continuing to maintain a “perverse affinity” for bonds.…
Natural Gas: Ready to Take Off?
Value investing guru Ron Muhlenkamp says that because of advances in drilling techniques, we’re about to see a “dramatic increase” in the use of natural gas in transportation — which…
Yacktman Looks to Stocks, Not Gold, for Inflation Protection
Donald Yacktman, whose mutual funds have some of the strongest long-term track records around, says companies with good pricing power can be better inflation hedges than gold. Yacktman tells Bloomberg…
Guru Strategy Rating Changes: Exxon, Wal-Mart on the Move
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…
Wien's Surprises for 2010
Byron Wien of Blackstone discusses the market, economy, and some of his “Top 10 Surprises” for 2010 on CNBC. Among the topics Wien covers in the interview: unemployment, which he…
Sonders: Sentiment Tumble Could Be Good Thing
Liz Ann Sonders, Charles Schwab’s chief investment strategist, says the recent market pullback was needed to push back excessive optimism that had developed, and moving forward her firm is high…
Is the Rally Done? Different Views from Two Market Minds
In interviews with BusinessWeek, Howard Ward (of Mario Gabelli’s GAMCO) and Whitney Tilson offer very different takes on where the market is headed following the recent pullback. According to Ward,…
Hussman "Cautiously Pessimistic"
Hussman Funds’ John Hussman says he’s fully hedging his Strategic Growth Fund, seeing the recent market weakness as a “natural (though unpredictable in timing) clearing of the previously overextended market…