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Search Results for: federal reserve

Long-time Financial Sector Investor Chris Davis on Identifying the Best Opportunities

October 19, 2015

…company stocks to invest in based, in part, on “culture.” “By accounting choices, reserve practices, past credit losses, and disclosure practices,” he explained, you can build a pretty good mosaic…

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Passport Capital’s Burbank Betting Against EM & Commodities (And Getting it Right!)

September 22, 2015

John Burbank of Passport Capital is predicting continued weakness for emerging markets and a slowdown domestically, which he believes will force the Federal Reserve to reverse course on its stance…

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Passport Capital’s Burbank Betting Against EM & Commodities (And Getting it Right!)

September 22, 2015

John Burbank of Passport Capital is predicting continued weakness for emerging markets and a slowdown domestically, which he believes will force the Federal Reserve to reverse course on its stance…

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Bridgewater's Dalio Worries about Fed's Effectiveness in Next Downturn

September 21, 2015

…Federal Reserve is overly focused on the short-term debt cycle and he predicts lower assets class returns going forward — somewhere in the 3-4% range over the next 10 years….

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Bridgewater's Dalio Worries about Fed's Effectiveness in Next Downturn

September 21, 2015

…Federal Reserve is overly focused on the short-term debt cycle and he predicts lower assets class returns going forward — somewhere in the 3-4% range over the next 10 years….

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Study Shows Risks of a Concentrated Stock Portfolio

September 14, 2015

…of the Federal Reserve’s ultra-low interest rate policies. The key takeaway according to JP Morgan is that “75% of all concentrated stockholders would have benefited from some amount of diversification.”…

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Cooperman Reiterates Positive Market Outlook. Says Oil in "Bottoming Zone"

September 9, 2015

…list is that if a bear market were to begin today, it would be the first bull market to end without the Federal Reserve actually tightening interest rates. In the…

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Cooperman Reiterates Positive Market Outlook. Says Oil in "Bottoming Zone"

September 9, 2015

…list is that if a bear market were to begin today, it would be the first bull market to end without the Federal Reserve actually tightening interest rates. In the…

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Dalio Sees Significant QE Before Significant Rate Hike

August 28, 2015

Hedge fund guru Ray Dalio says he expects the Federal Reserve to make a significant quantitative easing move before it makes a significant interest rate hike. “To be clear, we…

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Doll Weighs In On Rate Hikes, And Whether We've Bottomed

August 26, 2015

…recent turmoil will affect the Federal Reserve’s decision on whether to raise interest rates next month. “It is still in play, and it’s not so much are they going to…

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