Pimco's El-Erian: Beware of Value Traps, Seek Catalysts
Pimco Co-CEO Mohamed El-Erian tells CNBC that “every investor should go back to the basics” in 2009. According to El-Erian, investors need to focus on “diversified asset allocation, good implementation…
Bogle: Earnings Will Come Back Strong
John Bogle, founder of The Vanguard Group, tells PBS’ Darren Gersh that he expects corporate earnings will come back stronger than the 5 percent average growth they’ve exhibited over the…
Shilling: Watch Out For S&P 600
Gary Shilling, president of A. Gary Shilling & Co. and Forbes magazine columnist, speaks to Yahoo! Tech Ticker about his outlook for stocks. He says that investors need to approach…
WSJ, Grantham on The Trouble with Earnings
Is the market cheap, as investors like Bruce Berkowitz and David Dreman have said recently? Or is it still overpriced, as others, like Jim Rogers and Bill Gross, have maintained?…
The Stars -- and Fallen Stars -- of 2008
Kiplinger’s Fred Frailey looks this week at how some of the world’s top money managers got hammered by the recent market crash, as well as at how other noted managers…
Schwab's Sonders Sees Positives in Market, but Slow Recession Recovery
Charles Schwab Chief Investment Strategist Liz Ann Sonders, who has been pretty cautious in recent months, offered a positive perspective on the market this morning. Sonders told Yahoo! TechTicker’s Aaron…
Tilson on "Points of Maximum Pessimism", and Buffett Bashers
In a column for The Financial Times, fund manager Whitney Tilson says that, while he’s no optimist about the U.S. economy’s short-term prospects, he does “believe the level of panic…
Consumer Stocks Still Kickin'
Continuing its look at what has and hasn’t been working in the market of late, Bespoke Investment Group says today on Seeking Alpha that the consumer staples and healthcare sectors…