Ritholtz: Government Should Focus on Infrastructure
Barry Ritholtz says that America needs to undertake a major infrastructure repair and rebuilding program, which would stimulate the economy and provide a number of other benefits. “We have allowed…
Oberweis: In Fearful Times, Look to Small-Caps
While investors often rush into larger blue-chip stocks and Treasury bonds when market fears are high, newsletter guru Jim Oberweis says that’s often the wrong move to make. “In my…
Siegel: ECB Should "Backstop" Debt; U.S. Should Wait on Austerity Measures
Author and Wharton Professor Jeremy Siegel says that the European Central Bank should provide the liquidity needed to help the debt crisis in Europe, and that such a plan doesn’t…
Guru-Inspired Picks from the Ripening Farming Industry
Profits in the agriculture industry are reaching all-time highs, and in his latest Forbes.com article, Validea CEO John Reese offers some ideas for how investors can profit from the surge.…
Arnott: We're In Recession; Emerging Markets Attractive
Rob Arnott of PIMCO and Research Affiliates says there are “pretty high odds” that the economy is in the second dip of a double-dip recession, and thinks emerging market stocks…
GDP Fixation Is "Silly", Fisher Says
Investors will no doubt be eagerly awaiting the third-quarter gross domestic product readings in the coming weeks. But top investor Kenneth Fisher has advice for them: Ignore it. “GDP calculations…
Paulsen On Our "Crisis-Phobic Culture"
Wells Capital Management’s James Paulsen says he thinks we are in the midst of a “crisis-phobic culture”, and that U.S. investors are putting too much emphasis on what happens in…
Bearish Case "Short of Substance", Birinyi Says
Laszlo Birinyi, who warned about financial stocks in the summer of 2008 and turned very bullish on the market not long after it bottomed in 2009, says he isn’t buying…