…to that category because it has no yield.” Gundlach says the Federal Reserve isn’t likely to veer from its ultra-low-interest-rate stance anytime soon because it wants price gains. “So it’s…
Search Results for: low-volatility funds
Siegel: ECB Will Devalue Euro
…Siegel also says another round of quantitative easing from the Federal Reserve is unlikely. “There is virtually no chance,” he said. “Inflation isn’t low enough and growth isn’t low enough.”…
Sonders on How to Grow without Stimulus
…longer-term trend should be upward. “The bias is up, probably with a wider range and little bit more volatility than we enjoyed in the first quarter,” Sonders tells Harlan Levy…
Stocks & Hoops: Not All that Different
…building a basketball team. Specifically, Reese talks about why investors shouldn’t confine themselves to a certain style or size of stock — which is what many investment funds do. “Good…
Einhorn Ups Bullish Bets, But Warns on Inflation
Hedge fund guru David Einhorn says he increased his bullish bets last month, but remains concerned about several issues, including the Federal Reserve’s low-interest rate policy. In a conference call…
Why Short-Term Market Timing Is Futile
…of the market. In fact, volatility is part of why stocks perform well over the long haul, he says. He quotes Wharton Professor Jeremy Siegel, who has said, “Volatility scares…
Reese: There's Value In Defense
…great. With expectations so low, he says, the companies “don’t need to perform great for their stocks to make solid gains; for many, they just need to do ‘not that…
Hussman: Profit Margins Skewing Valuations
John Hussman, whose funds had strong long-term track records before getting hit hard the past few years, says those who contend stocks are cheap are way off base. “I can’t…
The Downdraft vs. The Flood
…optimism. Most investors have been slow to put their money to work and, as a result, many hedge funds and long-only investors are lagging behind the performance of the major…
Top Bond Managers Look for More QE
…focus to buying mortgage securities to keep borrowing rates low when its “Operation Twist” program ends in June. And, in an April 4 post on Twitter, he said, “Without QE,…