Hedge fund guru Barton Biggs says he’s cut back on his stock holdings, largely thanks to concerns about Europe — particularly Spain. Biggs also tells Bloomberg that the Federal Reserve’s…
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Valuation Expert Says Market Only "Slightly Expensive"
…John Campbell, who is the chairman of Harvard’s Economics Department — and who was with Robert Shiller the co-author of a late-1996 paper that warned Federal Reserve officials of a…
Mobius: Low Yields and Inflation Will Push Money Into Stocks
…that investors will look to stocks instead. “If you look at equities of course, the yields are much, much greater than the bonds.” Mobius says Federal Reserve Chairman Ben Bernanke…
Top U.K. Manager Bullish on U.S.
…economies. “It has the highest estimated GDP growth, a supportive Federal Reserve and a willing and active government which is ready and able to intervene when necessary,” Geffen tells fundweb.co.uk….
Dreman: Bond Bubble Will Hurt Many
…doubled from its low. The Federal Reserve and budget deficits together have almost doubled our national debt since 2008. As unemployment gradually goes down, we are likely to see higher…
Sonders: No QE3, No Problem
The Federal Reserve didn’t give any indications after its last meeting that it will be undertaking a third round of quantitative easing, and Charles Schwab Chief Investment Strategist Liz Ann…
Gross: Zero-Bound Rates Will Cause Big Trouble
…Federal Reserve and their global counterparts who were printing money, lowering yields and bringing forward a false sense of monetary wealth that was dependent on perpetual motion.” Gross says near-zero…
Gross vs. Cooperman on Treasurys
…Bloomberg that Treasurys will be the worst place to put their money for the next three years. He says the Federal Reserve is trying to bolster asset prices, and he…
Mobius Sees Soft Landing For China, Increasing Role For Renminbi
Emerging markets guru Mark Mobius says he sees a soft landing for China, and thinks it is “very possible” that the country’s renminbi will become one of the world’s reserve…
Top Forecaster: Market Fundamentals Best in 20 Years
…Fosback says the major underlying issues that will drive the U.S. market higher are “domestic corporate profits, valuations of domestic stocks, and Federal Reserve policy.” He says corporate profitability is…