Lakshman Achuthan, the managing director of the Economic Cycle Research Institute, says recent economic data puts the “nail in the coffin” of the double-dip recession fears, and says he expects a “revival” of growth in the early spring of 2011. In an interview on Bloomberg TV, Achuthan also discusses the employment outlook and the disconnect […]
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Archive | December, 2010
Top Forecaster: Real GDP Back to Pre-Recession Levels
December 31, 2010 
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While few have noticed, the U.S. has now reached pre-recession gross domestic product levels, says one top strategist who is bullish heading into 2011. In a recent MarketWatch column, Mark Hulbert says Norman Fosback, editor of Fosback’s Fund Forecaster, has extrapolated U.S. GDP data and found that, “as of this moment, we are virtually right […]
Read moreFisher: 2011 a Year of the “Alpha Bet”
December 31, 2010 0 Comments
Kenneth Fisher says 2011 is “likely to be very frustrating for bulls and bears alike”. Fisher says the last few years have been years of betting on beta — broad market and economic trends. In 2011, however, he thinks investors will need to make good “alpha bets” — i.e., pick the right stocks or sectors […]
Read moreSonders Optimistic on 2011
December 31, 2010 0 Comments
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she’s optimistic on both the economy and stock market heading into 2011. Sonders tells WNYC News that she thinks people will be “pleasantly surprised” by the rate of U.S. gross domestic product growth in the coming year. She says she expects a significant pickup in job […]
Read moreGuru Strategy Rating Changes: Chinese Firms on the Move
December 29, 2010 0 Comments
Each week, we take a look at which stocks John Reese’s 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 John’s strategies have upgraded or downgraded today. Among the movers are several Chinese companies.
Read moreYacktman, Stattman Still High on Big Blue Chips
December 28, 2010 0 Comments
Several top value managers who keyed on large stocks — to their portfolios’ detriment — in 2010 are continuing to focus on big blue chips as we head into 2011. Among them: Donald Yacktman, whose funds have trounced the market over the longer haul but lagged in 2010. “In 40 years I have rarely seen […]
Read moreHow to Create Stimulus Without Adding Debt
December 28, 2010 2 Comments
Yale economist Robert Shiller says the U.S. shouldn’t forget that it is possible to provide more economic stimulus without actually adding more debt. In an op-ed piece for The New York Times, Shiller discusses the “balanced-budget multiplier” theory, which maintains that national income is raised, dollar for dollar, with any increase in government expenditure on […]
Read moreBogle on Fundamentals vs. Emotions
December 28, 2010 0 Comments
Vanguard founder Jack Bogle recently offered his take on where the market and economy are headed, saying that he thinks stocks should gain about 7% per year in the next decade. Bogle tells Forbes‘ Steve Forbes that while emotions drive the market in the short term, fundamentals drive it over the long term. And right […]
Read moreNavellier, Dreman, and Siebert: What to Expect in 2011
December 28, 2010 0 Comments
Top growth investor Louis Navellier says he’s bullish heading into 2011, and is high on multi-national U.S. firms and technology companies. “I think you can invest in a lot of big company stocks here in the States and feel good about it because such a high percentage of the S&P earnings comes from beyond our […]
Read moreDorfman: Time to Add Risk
December 28, 2010 0 Comments
Bloomberg columnist and money manager John Dorfman says it’s time for investors to take on more risk. Dorfman tells Bloomberg that investors shouldn’t let the lingering fears from the 2008 crisis impact their investment decisions going forward. He also talks about some of his top stock picks heading into the new year.
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