Where A Bond Guru Is Finding Value

Top bond fund manager Stephen Smith thinks that three key factors — oil’s decline, interest rate declines, and tumbling non-US currencies — will lead to better-than-expected global growth.

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Druckenmiller Says Very Unhappy Ending May Await Investors

Retired star hedge fund manager Stanley Druckenmiller says investors should be wary because the Federal Reserve’s loose money policies have yet to come home to roost.

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The “Time Correction”

For some time now, a number of strategists have been saying we may be headed for a correction. Charles Schwab’s Liz Ann Sonders says we may be getting one — without the market decline usually associated with a correction.
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Fisher On False Fears, And False Hopes

Top strategist Kenneth Fisher says that he is keen on European stocks because of “false fears” in the region, while he is down on Japanese stocks because of “false hopes” there.
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Why Good Investors Like Bad “Vacation Spots”

If you’re looking for good vacation ideas, you should look for places with positive reviews on any number of websites that offer ratings on hotels, restaurants, and activities. If you want to make money in stocks, however, Validea CEO John Reese says to seek out some unloved “one-star” locales.

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El-Erian Talks Europe, The Dollar, And Volatility

Mohamed El-Erian says he expects volatility to increase in the stock market, and says it’s not a time to be buying broad index funds.

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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.

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