Hedge fund guru David Tepper of Appaloosa Management says he sees an “overwhelming” case for stocks right now. “I’m definitely bullish,” Tepper tells CNBC “It’s so overwhelming”. He cites the improving economy and housing market and easing policies by central banks around the world as reasons. He also says that fears about the Federal Reserve […]
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Cooperman: No Shortage of Bargains
May 10, 2013 
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Hedge fund guru Leon Cooperman says he thinks the market has gotten a little ahead of fundamentals, but by and large he thinks the bull market has more room to run. Cooperman tells CNBC that he thinks two things could lead to a bear market: recession, or a reversal of Federal Reserve policies, neither of […]
Read moreRomick: “We Focus On Where The Bad News Is”
May 1, 2013 0 Comments
Steven Romick’s FPA Crescent fund is in the top 3% of funds in its class over the past 15 years, according to Morningstar, and in a recent interview with Forbes’ Steve Forbes, Romick talked about his strategy. “We are deep value investors,” Romick says. “Our goal is to generate equity rates of return and to […]
Read moreWhy Goldman Raised Its Outlook For Stocks
April 24, 2013 0 Comments
Goldman Sachs has upgraded its outlook for stocks, and Senior U.S. Investment Strategist Abby Joseph Cohen says that’s in large part because a good deal of the current concerns are already priced into the market. “We feel that another major recession is unlikely in this investment horizon, and given that assumption and some conservative profit […]
Read moreSonders On The Bond Bubble
April 24, 2013 0 Comments
Charles Schwab Chief Investment Strategist Liz Ann Sonders says that, while we’re probably past the low point for interest rates, she’s not expecting a big spike in rates in the near future. “The view from our fixed-income group has been lower for longer,” Sonders tells The Motley Fool. “Yes, you are probably well past the […]
Read moreDreman: Stocks And Housing Are Places To Be
April 18, 2013 0 Comments
Contrarian guru David Dreman remains concerned about major inflation, and says investors should thus focus on stocks and the housing market. In a column for Forbes, Dreman says that economic improvements and the realization that higher interest rates will come as the economy improves have driven the stock market’s performance recently. “Currently a one-percentage-point rise […]
Read moreFaber: Big Buying Opportunity In Gold
April 16, 2013 0 Comments
While gold has tumbled in the past couple days, Marc Faber of the Gloom Boom & Doom Report says he thinks “the bull market in gold is not completed,” and that a major low will occur for gold in the next couple weeks. Faber tells Bloomberg that he thinks gold fundamentals are still intact, and […]
Read moreRitholtz: It’s About Risk Analysis, Not Market Timing
March 19, 2013 0 Comments
In a recent post on his blog, The Big Picture, Barry Ritholtz explains why he prefers to employ risk analysis rather than market timing. “Rather than making a low probability attempt to market time, there are quite a few things other things investors should at least be aware of, rather than attempt to jump in […]
Read moreWinters Says Long Bonds “Going To Get Crushed”
March 13, 2013 0 Comments
Top fund manager David Winters says the bond party is over, and investors should key on stocks going forward. Winters tells Bloomberg that low-coupon debt is “going to get crushed”. He says that if investors do own bonds they should be short duration. Equities, meanwhile, essentially have the ability to raise their coupon, Winters says, […]
Read moreHeebner’s Bold Bet On The U.S. Economy
February 28, 2013 0 Comments
Ken Heebner — whose CGM Focus fund has had its major ups and downs in recent years, but is in the top 1% of its class over the past 10 and 15 years, according to Morningstar — is making a big bet against Treasury bonds. According to Bloomberg, Heebner has used 21% of his $1.44 […]
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