While food and other commodity prices have been rising sharply in recent months, Charles Schwab Chief Investment Strategist Liz Ann Sonders says the threat of that leading to generalized inflation…
Tag: inflation
Faber: Inflation Should Lead U.S., Europe to Outperform EMs in 2011
Marc Faber says that, in large part because of inflationary pressures, the U.S. and European markets should outperform emerging markets this year. “We have money printing around the world and…
Dreman: Fed Laying Groundwork for "Serious" Inflation
In his latest Forbes column, David Dreman bashes Federal Reserve Chairman Ben Bernanke, and says it’s likely that the Fed’s continued quantitative easing will lead to “serious inflationary repercussions for…
Gardner Looks to Inflation-Fighters
Tom Gardner, co-founder and CEO of The Motley Fool, says he thinks the next ten years will be a much different story for stocks than the past ten years, and…
Romick Looks to Inflation-Fighters
Top fund manager Steven Romick says that in the current environment, he’s focusing on companies that will be able to handle inflation well. “I’m investing in companies we feel can…
Paulson: Buy a House -- and then Buy Another
Hedge fund guru John Paulson is continuing to bet on big-time inflation hitting the U.S., and as a result is keying on equities, gold, and real estate. Forbes’ Robert Lenzner…
Arnott Still Focused on Inflation, Not Deflation
While many investors and commentators have raised fears of deflation recently, Rob Arnott of PIMCO and Research Affiliates still has his eye on potential inflation — and the opportunities it…
Gross Fund Has Lowest-Ever Treasury Allocation
Bond guru Bill Gross has been sounding bearish on U.S. debt in recent interviews, and The New York Times reports that in addition to talking the talk, he’s also been…
Hussman Defensive as More Credit Woes Loom
John Hussman is continuing to maintain a defensive position on stocks, saying that two dangers — an overbought, overvalued market and the coming to roost of a second wave of…
Dreman on Fighting Inflation
As the past couple years have shown, it can be risky to own stocks. But, Forbes‘ David Dreman says, steering clear of equities is also a gamble. “Is it risky…