Strategist Laszlo Birinyi sees stocks going higher, backed by good fundamentals and good sentiment conditions. Birinyi tells Bloomberg that many investors are still “fighting the tape”, and that sentiment thus hasn’t gotten too frothy. He says fundamentals are getting better, with key companies within the S&P 500 — like Google — performing well. Birinyi says […]
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Finding Growth In A Slow-Growth Economy
May 17, 2013 
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Growth has been sluggish in the United States for some time now. But in a recent Seeking Alpha column, Validea CEO John Reese says that doesn’t mean there’s no growth to be had for investors. “While the broader economy continues its muddle-through advance, many individual companies are putting up some very impressive growth numbers,” Reese […]
Read moreGross: Bond Bull Is Ending
May 16, 2013 0 Comments
PIMCO “bond king” Bill Gross says that the bull market in bonds is ending. Gross tells Bloomberg that, without additional quantitative easing, he thinks treasury bonds will decline in yield as the economy slows, which will push credit spreads higher. He sees a 12-month period ahead where combined treasury, corporate, and high yield bonds “don’t […]
Read moreTepper: Bullish Argument Is “Overwhelming”
May 14, 2013 0 Comments
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 […]
Read moreSonders On The Economy-Market Relationship
May 10, 2013 1 Comment
While many investors have avoided stocks in recent years because of economic concerns, Charles Schwab Chief Investment Strategist Liz Ann Sonders says history shows that to be a bad idea. “The connection between the stock market and the economy seems obvious,” Sonders writes in commentary on Schwab’s site. “If the latter is performing well, the […]
Read moreSiegel on Dow 16,000, Bond Bubble
May 10, 2013 1 Comment
Wharton professor and author Jeremy Siegel thinks the Dow Jones Industrial Average will pass the 16,000 mark by the end of the year, on the back of earnings growth and multiple expansion. Siegel tells Bloomberg he thinks investors will start becoming impatient with ultra-low bond yields and near-zero money market interest rates, pushing them to […]
Read moreBuffett: Opportunities Still Out There
May 7, 2013 0 Comments
Warren Buffett says that while stocks aren’t as attractive as they were a few years back, he’s still finding opportunities. “They’re rich in some cases,” Buffett tells FOX Business Network of valuations, “but overall we find things to buy. … The stock market was far more attractive obviously three or four years ago.” Buffett also […]
Read moreBuffett: U.S. Economy Still Improving
May 3, 2013 0 Comments
Warren Buffett says he is still seeing improvement in the U.S. economy, albeit at a slow pace. “The economy is improving,” Buffett told CNBC. ” I want to emphasize that. Not at a very rapid clip, but this country has done well since 2008, certainly compared to much of the rest of the world.” Buffett […]
Read moreFisher: It’s About Global Growth
May 3, 2013 1 Comment
Top strategist Kenneth Fisher says that investors shouldn’t get overly concerned with economic conditions in their home market, because what really will drive stocks is overall global growth — which he says looks pretty good. “It’s natural to obsess about home first, but a mistake,” Fisher says in a recent column for Interactive Investor of […]
Read moreEl-Erian: Markets Front-Running BOJ
May 2, 2013 0 Comments
PIMCO’s Mohamed El-Erian says that all assets are trading at “very artificial” levels due to central bank policies. El-Erian tells Yahoo! Finance’s Daily Ticker that central banks’ flooding of the markets with liquidity is the reason why stocks are up significantly this year while Treasury rates have actually fallen. He says that the U.S. economy […]
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