PIMCO bond guru Bill Gross is reiterating his belief that zero-bound interest rates will become a major problem for the economy, and markets. “Books such as ‘Stocks for the Long Run’ or articles such as ‘Dow 36,000′ captured the public’s imagination much like a Montana to Jerry Rice pass that always seemed to clinch a [...]
Read more
Archive | February, 2012
Paulsen Still Likes Financials and Cyclicals
February 29, 2012
0 Comments
Wells Capital Management’s James Paulsen thinks cyclical stocks will continue to outperform the broader market for some time. Paulsen tells Yahoo! Finance’s Breakout that cyclicals tend to outperform as long as unemployment claims are trending downward, and thinks it won’t be time to get more defensive until new claims for unemployment get down below the [...]
Read moreGuru Strategy Ratings: UPS, AmEx On The Rise
February 29, 2012
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 moreRitholtz: Markets “Don’t Give A Flying Fig” About Election Polls
February 24, 2012
0 Comments
As the 2012 Presidential election draws closer and closer, the usual rhetoric about one candidate being better than another for the stock market is, as always, a big issue in the press. But in a recent Washington Post column, Barry Ritholtz of FusionIQ and The Big Picture blog says it’s a lot of nonsense. “Markets [...]
Read moreAchuthan, ECRI Stand Pat On Recession Call
February 24, 2012
0 Comments
Lakshman Achuthan of the Economic Cycle Research Institute says that, despite all the positive economic reports we’ve seen recently, several key indicators show the economy is actually on the decline and headed into recession. Achuthan says GDP numbers, personal income growth, sales data, and industrial production have all been on the decline and paint a [...]
Read moreGross vs. Cooperman on Treasurys
February 24, 2012
0 Comments
Are Treasury bonds a good place to be, or quite dangerous? Two top strategists — Bill Gross and Leon Cooperman — have very different takes. Hedge fund guru Cooperman tells Bloomberg that Treasurys will be the worst place to put their money for the next three years. He says the Federal Reserve is trying to [...]
Read moreGetting Contrarian With A Market Guru
February 24, 2012
1 Comment
Most of history’s best investors have made their hay by going against the crowd. And in his latest column for Forbes.com, Validea CEO John Reese takes a look at some intriguing new research that contrarian guru David Dreman has published, and a Dreman-inspired strategy that has a strong track record of beating the market. “After [...]
Read moreFPA’s Rodriguez: Bigger Crisis Coming If U.S. Doesn’t Act Soon
February 23, 2012
0 Comments
Top strategist Bob Rodriguez of FPA Capital — one of the few to warn about the 2008 financial crisis in advance — says the window the U.S. has to confront its debt issues and avoid a Europe-esque crisis is narrowing. In a speech given at an Institute for Private Investors gathering last week, Rodriguez said [...]
Read moreDoll: Long-Term Looks Good For Stocks, Short-Term Questionable
February 23, 2012
0 Comments
Blackrock’s Bob Doll says the longer-term picture for stocks is a good one, though there may be some “corrective action” in the shorter-term. “Looking ahead, we believe the backdrop for risk assets remains a solid one,” Doll writes in his weekly commentary on Blackrock’s site. “The global economy is hardly experiencing boom conditions and remains [...]
Read moreInvesting Mistakes: A Result Of Your DNA?
February 22, 2012
0 Comments
How much of our investment success or failure is a result of our genetic makeup? An intriguing new study attempts to answer just that question, The Wall Street Journal’s Jason Zweig notes on WSJ’s Total Return blog. The study, performed by finance professors Henrik Cronqvist of Claremont McKenna College and Stephan Siegel of the W.P. Carey [...]
Read more
