…with the liquidity of the underlying investments as best as possible. Hold some cash in reserve to take advantage of future opportunity.” Klarman says that while stocks and bonds are…
Search Results for: federal reserve
Paulsen: Wall Of Worry Weakened
…CNBC that he thinks the US economy will continue to improve, and he also thinks Europe will fare better than many expect. That, he says, will force the Federal Reserve’s…
El-Erian Talks Jobs, The Fed, And Rates
Mohamed El-Erian says January’s jobs data was “very strong”, and may lead the Federal Reserve to start raising interest rates sooner than previously thought. El-Erian tells Bloomberg that the jobs…
Buffett on Interest Rates, Yellen, and a Potential Acquisition
…“won’t make a dent” in Berkshire’s $60 billion cash reserve. Buffett likes to keep $20 billion in reserve, so he said he has about $40 billion in excess right now….
Doll On The Dollar, Oil, And The Fed
…immediate,” he tells CNBC. “The benefit to everybody else, consumers in particular, is stretched out over time.” But Doll doesn’t think all of this is reason for the Federal Reserve…
Back To The 90s? Get Ready For Crises Within A Bull, Sonders Says
…I think we could start to change the thinking around future [Federal Reserve] policy.” Sonders also says that valuations aren’t a concern yet, and that profit margins shouldn’t be a…
Momentum Works, But Is It For You?
A recent study from three economists from the Federal Reserve Bank of Chicago confirmed that momentum investing can be a winning investment strategy, even when you account for the risk…
Rodriguez Sees Another Crisis Coming
…the part of the Federal Reserve and corporations. … Is this a vibrant economy? Absolutely not. I don’t know what people are smoking! No amount of monetary stimulus that’s driving…
Trahan On Why Small Caps Have Lagged -- And Why They're Going To Take Off
…the Federal Reserve’s tapering of its asset-purchasing plan have been misperceived as great risks to the market, when in fact they’ve been greatly beneficial. Both helped push the dollar higher,…
Top Bond Manager Sees Rates Going Lower ... and Lower
…thinks the Federal Reserve will keep rates low for a good deal longer: debt. In the US, Hoisington Chief Economist Lacy Hunt says, public and private debt is 330% of…