The Problems with Debt-to-GDP Ratios
U.S. debt is climbing toward 100% of GDP — a figure that many are seeing as magic number that portends doom. But Yale Economist Robert Shiller says that logic is…
Sonders on Debt Ceiling, and Why a New Recession Is Unlikely Anytime Soon
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she’s optimistic a deal will be reached on the U.S. debt ceiling and that growth will pick up in the second…
Tilson & Heins on "Lottery" Picks
While they are value investors, Whitney Tilson and John Heins say that it’s okay to swing for the fences on riskier stocks. “Overpaying for stocks is always a bad idea,”…
Ritholtz: This Recovery Isn't Unusual -- If You Use the Right Yardstick
Earlier this month, forecasters missed the mark by a wide margin on the June jobs report, far overestimating the number of jobs that would be created. And, says Barry Ritholtz,…
Stocks for the Long Run?
Are stocks the best bet for the long haul? In a paper to be published in the Journal of Finance, two researchers question the long-held investing assertion. “There have been…
Doll Cautiously Optimistic
Bob Doll says that while the economic recovery has been tepid, he doesn’t think another recession is coming, and he sees things improving in the coming months. “While we remain…
Pass Debt Ceiling and Start Jobs Agency, Gross Says
PIMCO’s Bill Gross says the U.S. needs to pass debt ceiling legislation, and develop a government-directed investment bank that helps put people to work. “It’s what’s required during periods of…
Hulbert: Gold Headed for a Pullback
Gold is due for a pullback — one that could be the start of a serious weakening in bullion prices, says MarketWatch’s Mark Hulbert. “Excitement has grown markedly over the…