Bond guru Bill Gross says that, once the global flood of quantitative easing ends, we could be in for another liquidity crisis. (more…)
Tag: bonds
Buffett Talks Valuations, Bonds, And Interest Rates
Are stocks cheap or expensive? Warren Buffett says it all depends on what happens with interest rates. (more…)
Cooperman Talks Stocks, Bonds, And Oil
Hedge fund guru Leon Cooperman says stocks are fully and fairly valued. Bonds are another story, though, he says. (more…)
Don't Get Tempted By Europe, Bond Guru Says
Top bond fund manager Bonnie Baha of DoubleLine Capital says that, with central banks around the globe distorting asset values, investors shouldn’t be tempted into taking on riskier bets in…
Where A Bond Guru Is Finding Value
Top bond fund manager Stephen Smith thinks that three key factors — oil’s decline, interest rate declines, and tumbling non-US currencies — will lead to better-than-expected global growth. (more…)
Is It A Bond Bubble? Shiller Weighs In
Nobel Prize-winning economist Robert Shiller — who called both the technology bubble and the housing bubble — says the bond market is not currently fitting the traditional definition of a…
Gross: Oil To Push Growth Into 2% Range -- Or Lower
Bond guru Bill Gross says he thinks economic growth will fall to 2% for the US, thanks to tumbling oil prices. (more…)
Top Bond Manager Sees Rates Going Lower ... and Lower
Hoisington Investment Management has been successfully betting on Treasury bonds since the late 1990s, helping put its Wasatch-Hoisington US Treasury fund in the top 1% of funds in its class…
Top Bond Fund Manager Likes Stocks
Top bond investor Kathleen Gaffney thinks bonds are very risky, and has made stocks and cash a major part of her portfolios. (more…)
Dreman: Bond Bubble Will Hurt Many
Contrarian strategist David Dreman says a “major bubble that will hurt a lot of people” has formed in the long Treasury bond market. “Ten-year Treasuries are yielding about 2%, while…