Top-performing fund manager David Winters says many investors are overlooking some great bargains beyond the U.S.’s borders. “The most compelling opportunities are no longer in North America but in companies domiciled overseas or focused on the world beyond the U.S.,” Winters said at InvestmentNews’ 2011 Retirement Income Summit. Winters said he has 75% of his [...]
Read more
Tag Archives: inflation
Buffett Still Worried on Inflation
April 29, 2011
0 Comments
Warren Buffett says he’s still worried about inflation, and says, contrary to what many believe, inflation can occur even if the economy is operating with significant excess capacity. “I don’t think there could be a better Fed chairman [than Ben Bernanke], but I still worry about inflation,” Buffett tells CNBC. “He didn’t talk about this [...]
Read moreMuhlenkamp Says Market Fairly Valued; Sees Volatility Ahead
April 25, 2011
0 Comments
Top value investor Ron Muhlenkamp says that stocks appear “fairly priced”, and that he expects to see equity prices becoming more volatile. In his latest quarterly letter, Muhlenkamp says he thinks stocks have continued to climb a wall of worry in recent months because of the attractive prices that existed six months ago; the U.S. [...]
Read moreO’Shaughnessy on How Inflation Impacts Stocks, Bonds
April 14, 2011
2 Comments
Given the huge growth in monetary supply that the Federal Reserve has overseen in an effort to combat the financial crisis and Great Recession, many top strategists — including Warren Buffett, John Paulson, and Bill Gross — have said that they expect significant inflation to hit the U.S. at some point. And if that’s the [...]
Read morePaulson Sees Weak Housing Market
April 13, 2011
0 Comments
John Paulson says weakness in the housing market is posing a threat to the U.S. economic recovery. “In my eyes, the major risk for the American recovery is the stagnation of the residential real-estate market,” Paulson told French newspaper Les Echos, according to Reuters. “It will be difficult to have a rebound in real-estate prices [...]
Read moreSiegel Concerned About Oil Prices
April 8, 2011
0 Comments
Author and Wharton Professor Jeremy Siegel says his biggest worry about the stock market is oil prices. Siegel tells CNBC that if oil prices level off, he thinks stocks will gain another 10% to 15% this year. He says he’s not worried about the threat of a government shutdown, or the big federal deficit. Siegel [...]
Read moreDreman: Prepare Now for Inflation
April 1, 2011
2 Comments
In his latest Forbes column, David Dreman says investors should be preparing now for major inflation. “Several years back I recommended not to follow the dash out of stocks into Treasurys,” Dreman writes. “The greatest risk to investors today is not stock volatility but rapidly rising inflation. Whether inflation begins to shoot up this year [...]
Read moreGross on Unemployment, Inflation
March 7, 2011
0 Comments
PIMCO’s Bill Gross says he sees the beginnings of a rebound in “animal spirits” in the U.S., with loan activity starting to increase. But he tells Bloomberg that the trend of U.S. companies investing capital overseas is a longer-term drag on the domestic economy. Gross also discusses how much of the current unemployment situation is [...]
Read moreSonders Talks Inflation, Interest Rates
March 1, 2011
0 Comments
Charles Schwab chief Investment Strategist Liz Ann Sonders says that, while food and energy prices have been rising rapidly, there is “very little” risk of core inflation right now. She tells Dow Jones that she thinks the Federal Reserve will continue with its lax monetary policy at least through the end of the year, though [...]
Read moreDreman Positions Portfolio for Inflation
February 24, 2011
0 Comments
David Dreman says stocks are generally cheap, but he’s still expecting that the U.S. will be jolted by a “really major dose of inflation” at some point down the line. “I’m not talking about at present — this could be two, three years out,” Dreman tells Forbes.com. “But I think we’re going to have a [...]
Read more
