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.
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.
While many bears have said that a boom in share buybacks has been a drag on growth and a way of masking weak earnings and revenues, top strategist Kenneth Fisher says that’s nonsense.
For years we’ve been hearing about how China and other emerging markets have surpassed the US as the driver of global growth. But in an interview with WealthTrack, top-rated economist Nancy Lazar says several factors have the US back in its role as the driver of global economic growth and China lagging.
Hedge fund guru David Tepper says US stocks are not expensive right now. “The U.S. economy is pretty good, stocks are not at high multiples right now,” Tepper, told Bloomberg Television.