Retired star hedge fund manager Stanley Druckenmiller says investors should be wary because the Federal Reserve’s loose money policies have yet to come home to roost. (more…)
Tag: Federal Reserve
Siegel: Fed "Mostly Gets It"
Wharton Professor Jeremy Siegel, who had grown cautious on stocks recently, says the Federal Reserve’s lowering of interest rate projections has him feeling better. (more…)
El-Erian Talks Jobs, The Fed, And Rates
Mohamed El-Erian says January’s jobs data was “very strong”, and may lead the Federal Reserve to start raising interest rates sooner than previously thought. (more…)
Buffett on Interest Rates, Yellen, and a Potential Acquisition
Berkshire Hathaway is working on a deal to buy a small Western European business, Warren Buffett told Fox Business Network’s Liz Claman in a wide-ranging interview. (more…)
Dreman: Fed Creating "Financial Ebola"
Contrarian guru David Dreman says policymakers have created “a form of financial Ebola” that is threatening to wipe out the savings of many Americans. (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…
Gundlach: Watch Out for 2020
Few market commentators can make forecasts that stretch five or six years out that are worth listening to. But bond guru Jeffrey Gundlach has the track record that makes his…
Dreman: Don't Let The Fed Keep You Down
Contrarian guru David Dreman says the Federal Reserve has been playing a dangerous, unsuccessful game by keeping interest rates so low for so long. But he says there are ways…
Hawkins & Cates: M&A Limiting Value Opportunities
Top fund managers O. Mason Hawkins and G. Staley Cates say a rise in merger & acquisition activity has made it harder to find attractive value stocks. But they remain…
The Real Solution To The Fed's Bubble-Making Problem
While most strategists talk about risk as a static factor, emerging research indicates that people’s penchant for risk-taking is quite changeable from moment to moment — and that may have…