…the bull market was one year old.” The reason the transition hasn’t occurred, Hulbert says, may be one that top value investor Jeremy Grantham has cited: the Federal Reserve and…
Search Results for: federal reserve
Grantham: Time to Dial Back Risk -- Though It Might Be Too Early
…riding the coattails of the Federal Reserve’s monetary policy. “The market may still get to, say, 1,500 before October, but I doubt it, especially without a QE3, although the chance…
Muhlenkamp Says Market Fairly Valued; Sees Volatility Ahead
…and the Federal Reserve’s latest round of quantitative easing. (A tip of the cap to GuruFocus.com for highlighting Muhlenkamp’s letter.) “The first two causes were fundamental,” Muhlenkamp writes. “Quantitative Easing…
Sonders Sounding Bullish, Sees Possible Return of Animal Spirits
…that interest rate hikes are overdue from the Federal Reserve, and she says the government needs to do something about its big deficit and debt problems, though she’s skeptical it…
Tilson: Apple's Good, But Microsoft Is Better
…P/E multiple of Apple. Tilson also says he’s leery of what will happen when the Federal Reserve ends its latest round of quantitative easing. “What happens when QE2 ends and…
Bond Guru: "Moment of Truth" Coming
Top bond fund manager Jeffrey Gundlach says the “the moment of truth for this year’s investments” will come at the end of June, when the Federal Reserve’s second round of…
O'Shaughnessy on How Inflation Impacts Stocks, Bonds
Given the huge growth in monetary supply that the Federal Reserve has overseen in an effort to combat the financial crisis and Great Recession, many top strategists — including Warren…
Paulson Sees Weak Housing Market
…to be built per year for a solid recovery; only 300,000 are now being built, he says. Paulson also says inflation remains a risk because of the Federal Reserve’s policies….
Soros Talks China, Dollar, Inflation
…also tells Bloomberg that the U.S. dollar has lost its place as the world’s reserve currency, with other currencies like the Euro and even commodities like oil and gold cutting…
Siegel Concerned About Oil Prices
…gain another 10% to 15% this year. He says he’s not worried about the threat of a government shutdown, or the big federal deficit. Siegel also says that turmoil in…