Tag Archives: China

Chinese Easing Might be Magic Formula for Stocks says Tepper

In a recent CNBC interview, hedge fund manager David Tepper says, “if there was a magic formula, it would be China really easing a lot, and I consider them much much too tight still and they play a lot of games with their economy.” He continued, “not one quarter, but . . . a couple hundred basis points.”  Tepper opined that “the United States is great,” it is China “that’s really causing the problem; it’s everything related there.” He said the situation makes it “really hard for the Fed” and “people may underestimate . . . how fast the Fed may have to raise rates” if China “straightens itself out.” See the entire interview and article on CNBC.


Faber Says We’re In A “Stealth Bear”

While stocks are up slightly this year, Marc Faber of the Gloom, Boom & Doom Report says that a “stealth bear market” has been going on under the surface.

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Gross On China, And The Global “Shell Game”

Bond guru Bill Gross says central banks across the globe are playing a “shell game” with financial markets. And once the game ends, he thinks markets are likely to tumble.

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Dalio Changes View On China — Or Does He?

It seems that hedge fund guru Ray Dalio’s take on China has changed — though to what degree is debatable.

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Herro Talks China, Oil

Fund Manager Of The Decade David Herro says that, while they are causing short-term bumps, the decline in oil prices and reforms in China should help investors down the road.

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Oberweis On What People Get Wrong About China

Newsletter guru Jim Oberweis, whose China fund is in the top 1% of funds in its class over the past one, three, and five years, according to Morningstar, says investors look at China the wrong way.

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