…is.” El-Erian says that the U.S. unemployment problems are structural, not cyclical, but that Federal Reserve Chairman Ben Bernanke continues to address the problem with cyclical measures because “he feels…
Search Results for: federal reserve
The Zweig Approach: Growth Investing With A Conservative Streak
…of his portfolio he put into stocks, and the indicators he used are quite relevant given today’s environment. Some included the Federal Reserve’s discount rate; installment debt levels; and the…
Gabelli: "Extraordinarily Exciting Year" for Stock-Pickers
…clearly will be some potholes for the market. Within the framework there are three things that are trumping that short term: [Federal Reserve Chairman Ben] Bernanke, [European Central Bank President…
Time To Shift Away From Junk Stocks?
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…
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…