Small Caps for a Strong Dollar Environment

The U.S. dollar has been red-hot lately, and some of the drivers behind its ascent may be in place for the longer term. That could mean good times for US small-cap stocks, Validea CEO John P. Reese writes in a recent column.

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Goldman’s Cohen Sounding Bullish

Goldman Sachs’ Abby Joseph Cohen says the improving economy makes for a bullish outlook for equities. Cohen tells Bloomberg Surveillance that with the economy growing at about 3% and corporate earnings growing in the high single digits, she thinks the S&P 500′s fair value will be about 2150 a year from now.

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Rogers: Time To Look For Bargains

Top fund manager John W. Rogers Jr. says fears have become abundant again in the stock market — and that has him looking for bargains.

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Is Oil’s Tumble Good News? Sonders Weighs In

Tumbling oil prices have had many investors feeling trepidatious lately. But are the declines bad news? Good news? Charles Schwab Chief Investment Strategist Liz Ann Sonders says it’s some of both — but more good than bad.

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Rodriguez Sees Another Crisis Coming

Top strategist Bob Rodriguez of FPA sees a financial crisis coming in the next few years that will be at least as big as the Great Recession, and he thinks a bear market is coming in 2015.
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Trahan On Why Small Caps Have Lagged — And Why They’re Going To Take Off

Top-rated economist Francois Trahan is sounding very bullish on stocks — particularly small stocks — and the big reason is the US’s positioning relative to the rest of the world.

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Herro Talks EMs, Interest Rates, and What Worries Him

Top fund manager David Herro thinks emerging-market stocks remain overpriced, but he thinks there is a way for investors to benefit from emerging market growth.

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