Sonders Likes Cyclicals, A Bit Wary of Defensive Sectors
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she doesn’t think earnings forecasts are too high for 2012, and says investors should not be overexposed to defensive areas of…
Shiller on Stocks, Housing
Yale economist Robert Shiller, one of the few to foresee the bursting of both the Internet and housing bubbles, says that while stocks are pricey right now, he still prefers…
Reese: Stocks that Have the (Capital) Goods
With the economy rebounding, Validea CEO John Reese says several stocks in the capital goods sector are looking attractive right now. “Just when things looked so bleak [last summer], the…
Grantham: Investment Outlook "Not Bad At All"
GMO’s Jeremy Grantham has released his fourth-quarter letter, and, while the often-gloomy strategist focuses a good deal on the troubling flaws of the existing capitalist system, his investing outlook paints…
Gross: Zero-Bound Rates Will Cause Big Trouble
PIMCO bond guru Bill Gross is reiterating his belief that zero-bound interest rates will become a major problem for the economy, and markets. “Books such as ‘Stocks for the Long…
Paulsen Still Likes Financials and Cyclicals
Wells Capital Management’s James Paulsen thinks cyclical stocks will continue to outperform the broader market for some time. Paulsen tells Yahoo! Finance’s Breakout that cyclicals tend to outperform as long…
Ritholtz: Markets "Don't Give A Flying Fig" About Election Polls
As the 2012 Presidential election draws closer and closer, the usual rhetoric about one candidate being better than another for the stock market is, as always, a big issue in…
Achuthan, ECRI Stand Pat On Recession Call
Lakshman Achuthan of the Economic Cycle Research Institute says that, despite all the positive economic reports we’ve seen recently, several key indicators show the economy is actually on the decline…