Worried about the U.S. economy? Emerging markets? Europe? Kenneth Fisher says not to focus on short term problems, but instead the enormous long term potential he sees in play.
“Forget today’s myopic warnings of emerging markets meltdown, deflation death spirals, perma-stagnation and all the rest,” Fisher writes in The Financial Times. “In 20 years your world will be exponentially more prosperous and your quality of life immeasurably better.”
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she thinks the market’s recent turnaround has more to do with a belief that weather has been behind some weak economic data than it does with a belief that a weaker economy will lead the Federal Reserve to slow its plan to taper its asset purchases. “There is a lot of indication that [the weak data] has been very dependent on the weather, but I also think we’re well past the point where the market is going to rally on negative news,” Sonders tells Yahoo! Finance’s Daily Ticker. Continue reading
Could historically high profit margins be the result of more foreign profits, making the high margins a new reality rather than anomaly? Fund manager John Hussman says the data says ‘no’.
The ongoing trouble in Ukraine has been a daily worry in the stock market news. But Warren Buffett says it’s not impacting his approach. Asked if talk of potential world war or a new Cold War impacts his investing, Buffett said in a CNBC interview that even if those things did happen, he’d still be buying stocks. Continue reading
Each week, we take a look at which stocks John Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some of the stocks John’s strategies have upgraded or downgraded today.
Are you an outcome-oriented investor, or a process-oriented investor? Barry Ritholtz says he’s the latter, and you should be too. Continue reading
Once a major worry amid the Federal Reserve’s massive quantitative easing program, inflation seems to have taken a back seat in investors’ minds. But top economist David Rosenberg says not to forget about it.