Grantham Bashes The Fed, Still Likes High Quality

In his latest market commentary, GMO’s Jeremy Grantham says the Federal Reserve has caused extensive damage to the economy by its manipulation of interest rates and asset prices, and is continuing to do so. Grantham’s lengthy letter (it runs 16 pages) covers a variety of topics. A few highlights: He says that, contrary to popular […]

Ritholtz Likes Telecoms, Wary of Gold

Barry Ritholtz of FusionIQ and The Big Picture blog has been moving back into stocks, and says a “Don’t Fight The Fed” viewpoint is a big factor in his moves. “When the Fed comes out and says, ‘Gee, the economy is worse than we expected,’ that things are taking much longer to get back to […]

Oberweis: Small Caps Ready to Roll

In his latest Forbes column, newsletter guru Jim Oberweis says small-cap stocks are primed for a strong run. “Ironically the best time to buy small caps is when investors are shunning them — typically at the tail end of difficult recessions,” Oberweis writes. “Interest rates have no place to go but up, and I believe […]

Reese: Five Top-Line Stars

While many firms have been posting strong profit numbers recently, many investors have been worrying about top-line revenue growth. Cost-cutting can only go on so long, the logic goes — if companies can’t generate demand and grow sales, they eventually will run into a profit-growth wall. But while top-line growth has been a big concern, […]

Sonders: Pessimism Is Biggest Enemy

While many continue to fret over GDP growth, employment levels, forclosure fraud, and a myriad of other concerns, Charles Schwab’s Liz Ann Sonders says it’s the fretting itself that may be the biggest impediment to market gains. “I’m always most intrigued by the story that the least amount of people are telling, and the story […]

Gross: QE2 Is Trouble, But It’s Bernanke’s Only Choice

While hopes of another round of quantitative easing from the Federal Reserve have boosted the stock market, PIMCO’s Bill Gross says such a tact is fraught with dangers. In his latest market commentary, Gross says the Fed’s expected announcement of more easing next Wednesday “represents a critical inflection point in determining our future prosperity.” He […]

Shiller Talks Housing

Yale economist Robert Shiller offers his latest take on the housing market. Shiller tells Yahoo! TechTicker that right now, making big bets on real estate — as hedge fund guru John Paulson has done — is a “risky bet”.

Tilson: The U.S. Is Not Japan

While many investors are fearing that the U.S. will slide into a lengthy deflationary spiral similar to that which Japan has endured, top value manager Whitney Tilson says that is unlikely. Tilson offers Business Insider three reasons that the odds of the U.S. entering such a period are less than 5%: Compared to the size […]