Top strategist Jim Rogers says the economy is shifting from one that is driven by the financial sector to one that will be driven by commodities. Rogers tells CNBC that farming will be a “fantastic” place to be going forward. He also says he owns stocks in Japan and a few other places, though he […]
Read more
Tag Archives: Bob Doll
Doll: Fading Euro Fears To Help Stocks in 2013
January 15, 2013 
0 Comments
Bob Doll, formerly of Blackrock and now with Nuveen Asset Management, thinks cyclical stocks should fare well in 2013. Doll tells Bloomberg that he expects the economy will continue to “muddle through” this year, while earnings will be good (though not great) and valuations will rise a bit. He thinks a big bullish factor is […]
Read moreDoll: Stocks Can Push Higher — If Policymakers Don’t Drop Ball
September 12, 2012 0 Comments
Blackrock’s Bob Doll says he sees more upside for stocks, but thinks volatility will be high for the rest of the year. “We still believe there is further upside potential for stocks and other risk assets, but given all of the uncertainty, we expect the rest of the year will see some heightened levels of […]
Read moreDoll, Sonders Sounding Cautiously Optimistic
August 1, 2012 0 Comments
Blackrock’s Bob Doll says current market valuations are providing a cushion that will help buoy the stock market even if earnings aren’t great. “I don’t need great earnings for stocks to be OK at these valuations,” Doll tells The Wall Street Journal. “We would be having a different conversation if stocks were selling at 17 […]
Read moreDoll: No Recession, Stocks to Move Higher with Volatility
July 24, 2012 0 Comments
Blackrock’s Bob Doll says that, while the economy has been faltering for the past few months, he doesn’t think the U.S. is headed into a recession, and he remains cautiously bullish. In commentary on Blackrock’s site, Doll says slowing global growth, the U.S. fiscal cliff, and weak business confidence are all making for serious headwinds […]
Read moreDoll Thinks Euro Debt Crisis Will Be Contained
May 30, 2012 0 Comments
Blackrock’s Bob Doll says he continues to believe the European debt crisis will be contained, and says the stock market’s recent troubles have made for some good buying opportunities. “There remains a high degree of near-term risk and the possibility of short-term turmoil given the evolving crisis in Europe, fiscal issues in the United States […]
Read moreDoll: The Bull Isn’t Done Running
May 15, 2012 1 Comment
While equity markets have struggled in recent weeks, Blackrock’s Bob Doll says it’s not the start of a bear market. “Although markets have been troubled in recent weeks, we do not believe investors should confuse the current situation with an ending to the bull market that has been in force since early 2009,” Doll writes […]
Read moreDoll: Market Looks Good, But Political Risks Loom
April 3, 2012 0 Comments
Blackrock’s Bob Doll says he thinks stocks have yet to hit their 2012 highs, but cautions that several factors — especially political issues in the U.S. — could pose a threat to markets. “Our overall view about the markets is that improvements in the global economic outlook, continued easy financial conditions and slowly improving investor […]
Read moreDoll: Long-Term Looks Good For Stocks, Short-Term Questionable
February 23, 2012 0 Comments
Blackrock’s Bob Doll says the longer-term picture for stocks is a good one, though there may be some “corrective action” in the shorter-term. “Looking ahead, we believe the backdrop for risk assets remains a solid one,” Doll writes in his weekly commentary on Blackrock’s site. “The global economy is hardly experiencing boom conditions and remains […]
Read moreDoll Sees Double-Digit Returns in 2012
January 20, 2012 0 Comments
Blackrock’s Bob Doll says there is more to the market’s strong recent performance than the “January Effect,” and says stocks are poised to gain ground in 2012 even if the economy doesn’t post strong growth. “In part, we believe the upward moves of the last two weeks can be attributed to the fact that many […]
Read more
