Siegel on Inflation, Interest Rates
Author and Wharton Professor Jeremy Siegel says he thinks the Federal Reserve will likely raise interest rates “modestly” by this coming spring — earlier than many expect. But, he tells…
Market-Beating Manager Shifts to "High-Quality"
While much of the 2009 rally has been led by junk-type stocks, another top manager is saying that high-quality blue-chips are the place to be going forward. John Osterweis, whose…
Grantham: "Almost a Certain Bet" that Blue Chips Will Outperform
It’s been well documented how “junk”-type stocks have outperformed higher-quality issues during the huge run-up since the March lows. But in his New York Times column, Mark Hulbert provides some…
Doll: Rally in "Transition Phase"
Blackrock Chief Investment Officer for Global Equities Bob Doll says that the stock market rally isn’t over, but that it has entered a new phase. Doll tells Bloomberg that last…
Inside Rodriguez's Approach
A new Bloomberg article takes a look at First Pacific Advisors’ Bob Rodriguez, offering some insights into the strategy of the fund manager whose 15% average annual return over the…
Tilson & Heins: Healthcare Fears Overdone
Add two more top strategists to those who say that healthcare reform fears are creating some bargains in the sector. In their latest Kiplinger’s column — a piece on contrarian…
Dorfman: Sectors for the Recovery
Is the recovery real? Yes, says John Dorfman. In his Bloomberg column, Dorfman — who was on target in calling the start of the stock market rally — says improvements…
Time for Large Caps to Shine, Says Hulbert
With 2009 winding down, MarketWatch’s Mark Hulbert says many signs point toward large-cap stocks being the place to be. Hulbert says that in general, this time of year is a…