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…
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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…
Fisher: Don't Give In To Fear
Kenneth Fisher says he’s expecting “delicious” returns for the stock market in 2013, though he is growing worried about the Federal Reserve’s loose monetary policies. “The widespread skepticism is hiding…
Paulsen: Strengthening Economy Driving Market
Wells Capital Management’s Jim Paulsen says the recent rally in stocks isn’t a sugar high resulting from the Federal Reserve’s actions. “This [rally] is a fundamentally driven advance in the…
Cooperman: Stocks the Place to Be in 2013
…valuation to modest undervaluation”, and that, given the Federal Reserve’s loose money policies, there’s no other asset class that can offer the kind of returns stocks can offer right now….
Five Reasons for Optimism
…start spending their cash on new employees, and capital improvements. Global Monetary Conditions: Yes, the Federal Reserve has been sharply criticized by some for its loose money policies in recent…
Could Wage Inflation Rebound Soon?
Wells Capital Management’s Jim Paulsen says that declining wage inflation — which has allowed the Federal Reserve to continue its “crisis-like” loose monetary policy — may be coming to an…
Rosenberg: Put Cash to Work in 2013
…United States and isn’t too optimistic on corporate profits, but he also thinks the Federal Reserve’s policies are making cash a bad place to be, according to Canada’s Globe and…
El-Erian on Recession Odds
…“The big question for us is how effective will policy support be,” El-Erian says, explaining that he thinks Federal Reserve policy support has become less effective as time has passed….