Housing played a huge role in the 2008 market crash and “Great Recession”, and in her latest market commentary Charles Schwab Chief Investment Strategist Liz Ann Sonders offers some interesting insights into where the housing market now stands, and where it’s headed. Sonders examines the current housing environment, as well as several historical patterns in […]
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Archive | January, 2011
Winters, Biggs on Where the Market Is Headed
January 21, 2011 
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Two top money managers, David Winters and Barton Biggs, are sounding bullish on U.S. stocks. Winters, whose mutual funds have excellent long-term track records, told Bloomberg that benchmark indexes may reach record highs as the government helps stimulate economic growth. “Winters, who favors stocks in emerging economies in Asia such as Indonesia, Malaysia and South […]
Read moreFaber: Inflation Should Lead U.S., Europe to Outperform EMs in 2011
January 21, 2011 0 Comments
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 particularly in the US and that has led to very high food inflation and inflation in energy prices,” Faber told CNBC. “In low-income countries like […]
Read moreMobius: Emerging Markets Still Attractive; Looking Closely at Ukraine
January 21, 2011 0 Comments
Emerging markets guru Mark Mobius says that emerging markets remain attractive, though inflation and sovereign debt are two factors that could impact global growth. “The rise in emerging market equity prices has been substantiated by a correspondingly large increase in the earnings growth of emerging market companies,” Mobius, executive chairman of Templeton Asset Management, said […]
Read moreTepper Likes U.S., High on Semiconductors
January 21, 2011 0 Comments
In a wide-ranging interview on CNBC, hedge fund guru David Tepper offered his take on the market and particular sectors, industries, and asset classes. Tepper says the U.S. stock market looks good right now, and he’s high on semiconductor stocks and likes several financials. Tepper says that “so much uncertainty has been alleviated”, and also […]
Read moreGuru Strategy Ratings: VIP Rising, SYK Falling
January 19, 2011 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.
Read more2010 Guru Report: Piotroski Approach Leads Way With 55% Gain
January 19, 2011 0 Comments
While 2010 was a good year for the broader stock market, it was an even better year for John Reese’s Validea.com Guru Strategies. For the full year, Reese’s guru-inspired 10-stock portfolios returned an average of 19.2%, easily outpacing the S&P 500′s 12.8% return. The best performer was the approach inspired by little-known professor Joseph Piotroski, […]
Read moreOberweis: Small-Cap Growth Rally Not Over
January 18, 2011 0 Comments
Newsletter guru Jim Oberweis says that, while small-cap growth stocks have experienced a big rebound in the past two years, they have plenty more room to run, Canada’s Globe and Mail reports. “Small-cap growth stocks remain undervalued relative to small value stocks,” Oberweis told MoneyShow.com’s Howard Gold. “What you haven’t seen [yet] is a multiple […]
Read moreHulbert on Which Industries to Watch
January 18, 2011 0 Comments
While 2010 was a year in which economic worries abounded and fears of a double-dip recession were sky-high, an unlikely sector led the market’s gains: consumer discretionary firms — i.e., those that make non-essential products. In his latest Barron’s article, Mark Hulbert touches on the unusual result. What’s just as interesting, he notes, is that […]
Read moreZweig on Cloudy Forecasts
January 17, 2011 0 Comments
While scores of analysts and strategists have been offering their 2011 forecasts about how much the S&P 500 will gain or lose, how much gross domestic product will grow or shrink, and a myriad of other financial figures, The Wall Street Journal’s Jason Zweig offers a prediction of his own: Most of those forecasts, he […]
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