Top Fund Manager Still Likes US Stocks — And EU Exporters

In a rare interview, top fund manager Mark Yockey says he thinks US stocks are still “really attractive,” and talks about the game-changing impact of the surging dollar and tumbling commodity prices.

Yockey tells WealthTrack that while the US market has tripled since 2009, factors like excellent corporate profitability, low interest rates and inflation, and corporate buybacks are making many US equities very good buys. “I know prices have gone up, but they still seem to us to be in the reasonable range,” he said. Yockey also talks about why he thinks big banks are good bets, and why the dollar’s rise and commodity price declines have him very bullish on European exporters.

What’s More Important: Fees & Taxes, Or Asset Allocation?

In his latest book, “Global Asset Allocation: A Survey Of The World’s Top Investment Strategies,” Meb Faber examined the asset-allocation approaches of several renowned investors. His findings indicate that you should be more concerned with fees and taxes than you should be with the specifics of your allocation.

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Bearish Faber Likes US Blue Chips — Sort Of

Marc Faber — known as “Dr. Doom” — says US blue chips look like a good option relative to some other investments right now. But that doesn’t mean he’s changed his bearish stance.

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Don’t Throw In The Towel On Foreign Stocks

US stocks have left foreign equities in the dust over the past two years. But Validea CEO John Reese says that doesn’t mean you should put all your eggs in the US basket.
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Klarman: Prepare Now For When Times Get Tough

While the market keeps rising, hedge fund guru Seth Klarman isn’t getting too comfortable.

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Schwab, Sonders On The Shifting Market Story

For years, the US economy pushed ahead at a tepid pace, quantitative easing reigned, and US stocks lacked competition from other assets. But now that story is changing, says Charles Schwab’s Liz Ann Sonders.

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Why Not To Give Up On Small Caps

Last year, small-cap stocks lagged large stocks by the widest margin since 1998, but newsletter guru Jim Oberweis says not to quit on the little guys.

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