ECRI Director: No Recession this Year
Economic Cycle Research Institute Managing Director Lakshman Achuthan, whose group has an excellent track record of economic forecasting, says that the current recovery is the Rodney Dangerfield of recoveries —…
Gurus Building with Chinese "BRICs"
Earlier today we highlighted Mark Mobius’ comments on the BRIC nations — Brazil, Russia, India, and China. Mobius, Templeton Asset Management’s Executive Chairman, says he’s keying in on two major…
Guru Strategy Rating Changes: Big Names on the Move
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…
Mobius Talks BRICs
Templeton Asset Management’s Mark Mobius says he’s keying on two sectors in the BRIC nations (Brazil, Russia, India, and China): commodities and consumers. “Companies that are strong in production of…
Sonders on Interest Rates, and Why Not to Fear Inflation
Add Charles Schwab’s Liz Ann Sonders to the list of top strategists who say that the Federal Reserve’s recent increase of the Discount Rate isn’t a sign that other key…
Doll: Recovery "Subpar", but for Real
Blackrock’s Bob Doll says he still sees a recovery — albeit a bumpy one — ahead for the U.S. economy in 2010. “I think we’ll see continued mixed data, but…
Reese's Five Lessons from Buffett's Letter
Validea CEO John Reese, whose Warren Buffett-based portfolio gained more than 50% in 2009 and is beating the market again in 2010, says investors can learn a lot from Buffett’s…
Gross on Sovereign Debt, Inflation, and Interest Rates
Bond guru Bill Gross of PIMCO tells Bloomberg how sovereign debt concerns are impacting markets in countries around the world. Gross also talks about whether he’s worried about inflation for…