First Eagle Funds’ Jean-Marie Eveillard, who in early 2007 correctly said that the credit boom was ending and banks were acting as “disguised hedge funds”, tells Forbes.com that he’s bullish on gold and sees a variety of opportunities in Asian stocks right now. Eveillard, a value investor, says that given current interest rates he thinks [...]
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Archive | September, 2009
Rogers on Inflation, China & India, and Bull Market Hysteria
September 11, 2009
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In this recent interview with The Banking Conversation, commodities guru Jim Rogers explains why he thinks the U.S. dollar is headed for big trouble, and why he thinks commodity prices will be headed upward. Rogers also offers some interesting thoughts about the problems that investors — particularly those who identify bubbles or manias early on [...]
Read moreShort-Term Opportunities, Long-Term Questions
September 11, 2009
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After the huge rally in stocks over the past six months, the big question for investors is, can it continue? Fortune recently posed that question to several successful strategists, and got some encouraging answers — at least regarding the short term. After that, the waters may get choppy. “Despite some big worries about 2010, most [...]
Read moreO’Shaughnessy: Asset Allocation Changes Coming at Terrible Time
September 10, 2009
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With stocks struggling through a terrible bear market over the past two years, investors have taken huge sums of money out of stocks and poured money into bonds — a seemingly “safe” decision that will end up costing them dearly, says fund manager and author James O’Shaughnessy. In his latest market commentary on O’Shaughnessy Asset [...]
Read moreJ. Zweig & Taleb on Where Investors Go Wrong
September 9, 2009
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Consuelo Mack has two very interesting interviews on WealthTrack this week, talking investing and psychology with both Wall Street Journal columnist Jason Zweig and Black Swan author Nassim Taleb. Zweig, author of Your Money and Your Brain, delves into the way human investors are impacted by a number of psychological phenomena that cause them to [...]
Read moreFisher: Fossil Fuels Not Going Anywhere
September 9, 2009
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In his latest Forbes column, Kenneth Fisher says that — despite the push for renewable fuel sources such as wind power — fossil fuels will be in heavy demand for at least the next decade, and investors should tailor their portfolios to reflect that. “Many of the same people screaming that fossil fuel creates global [...]
Read moreGuru Strategy Rating Changes: Google Slides, S.A. Banks Rise
September 9, 2009
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Each week, I take a look at which stocks my Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some of the stocks that my strategies have upgraded or downgraded today. Several big names are on the move, including Google, General Dynamics, and TD Ameritrade.
Read moreAfter Beating the Bear & the Bull, Top Newsletters Think “Big”
September 8, 2009
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Of all the newsletters tracked by Hulbert Financial Digest, only 13 beat the market during both the bear market that started in 2007 and the bullish period that started this past March, Mark Hulbert writes for MarketWatch.com. And now, those rare newsletters seem to be finding a good deal of value in some of the [...]
Read moreThe Square-Root Recovery?
September 8, 2009
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Charles Schwab Chief Investment Strategist Liz Ann Sonders says it’s becoming less likely that we’ll get a “W” recovery, and more likely that we’ll see a “square-root” recovery — one in which growth will be strong for a while, but then level off or slow down significantly. Among the other interesting points from Sonders (who [...]
Read moreBarron’s: Top Strategists Remain Mildly Bullish
September 8, 2009
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In its latest survey of top investment managers, Barron’s found that, on average, most of the managers are expecting the market’s ascent to slow significantly this fall, though they remain bullish on the whole. The 10 strategists on average expect the S&P 500 to end the year around 1,056, which would represent a minor 4% [...]
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