The Federal Reserve’s quantitative easing and loose monetary policy continues to rule the day, allowing “junk” stocks to continue to outperform higher-quality shares. But that won’t last forever, says MarketWatch’s…
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Lee: Financials Have "Really Good Valuation Story"
JPMorgan Chase Chief U.S. Equity Strategist Thomas Lee says that the long-maligned financial sector is a “very investable space”. Lee tells Bloomberg that the Federal Reserve’s stress tests on banks…
Hedge Fund Guru: Revamp Entitlements, Or New Crisis Will Be Worse Than '08
…he’s concerned about the Federal Reserve’s easing policies. “The chances of this being a new bull market like 1982 aren’t high because we’re not attacking the crux of the problem,…
Heebner's Bold Bet On The U.S. Economy
…interview that a rebound in housing will help consumers and thus the U.S. economy, leading the Federal Reserve to end its stimulus programs, according to Bloomberg. “The Fed will eventually…
Fisher's Solutions To Five Investing Dilemmas
…looks at: “The Federal Reserve is printing money, and the country’s going to hell.” His solution? “The solution, of course, is to diversify globally, and one of the best ways…
OSAM: Global Dividends Looking Very Attractive
…in coming years, they say, as policymakers try to inflate away our debt. “Though the Federal Open Market Committee has announced its intent to continue monetary stimulus, the impact of…
Grantham on a Low-Growth, Overpriced Environment
…global growth stocks are close to zero expected return.” Fixed income investments, meanwhile, mostly have negative estimated returns, he says. Grantham says Ben Bernanke and the Federal Reserve are creating…
Paulsen: This Isn't a Sugar High
Wells Capital’s Jim Paulsen thinks stocks are on their way to record highs, and says the economy is stronger than the Federal Reserve is giving it credit for. Paulson tells…
Rosenberg on the "Great Rotation" Myth
…1930s)?” Rosenberg said that what has been very correlated with the market’s rise is the increase of the Federal Reserve’s balance sheet. But that, he says, isn’t the path to…
Ritholtz's 10 Trends To Watch
…holds the system together”. In fact, he says that “without [the Federal Reserve’s] extraordinary intervention, the United States would probably be in a deep recession, home foreclosures would be considerably…