Hulbert Examines Presidential Election Year Cycle
In his latest column for MarketWatch, Mark Hulbert offers some interesting — and encouraging — data involving the “Presidential Election Year Cycle”. According to the PEY Cycle, the third year…
Kass Still Net Long, But Worried
Columnist and money manager Doug Kass says he’s still slightly net long, but has some significant concerns about where the economy and stocks are headed. Kass tells CNBC that he…
El-Erian on Deflation, Double Dip
PIMCO’s Mohamed El-Erian says he thinks there is a 25% chance that the U.S. will run into deflation and a double-dip recession. “I do not think the deflation and double-dip…
Stiglitz Confident in Strong China Growth
China’s economy has become more and more important to the global economy in recent years, and Nobel Prize-winning economist Joseph Stiglitz recently offered his thoughts on how China’s economy is…
Sonders on the "Schizophrenic" Market
Charles Schwab’s Liz Ann Sonders offers her thoughts on the market and economy in a panel interview on CNBC. Sonders calls the current market “a bit schizophrenic”, and says recent…
Two Top Newsletters Bullish
Two stock-investing newsletters with excellent long-term track records are sounding quite bullish, despite — or, perhaps more to the point, in part because of — the significant amount of fear…
Guru Strategy Rating Changes: Chevron Rising, AT&T Falling
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…
Berkowitz Keeps Buying Financials
Add another big-name financial to the portfolio of top fund manager Bruce Berkowitz: Morgan Stanley. Berkowitz has built up a stake of close to 2% in Morgan Stanley, whose shares…