Shiller on Housing and Regional Bubbles

Housing market guru Robert Shiller says it’s possible that the housing market has bottomed, but that he’s not confident it has. Shiller tells FOX Business Network that there is some good momentum forming in housing prices, but that part of the recent bounce has been seasonal. Shiller says that it’s possible that bubbles are forming […]

Is Glass-Steagall The Answer? Maybe Not, Says Zweig

While many have been clamoring for the reinstitution of the Glass-Steagall Act as a way to address some of the financial sector’s problems, Jason Zweig is skeptical. In his Intelligent Investor column for The Wall Street Journal, Zweig says that when it was in effect, Glass-Steagall wasn’t the powerhouse that many are portraying it to be. “For […]

Siegel Says Housing Will Boost Second-Half GDP

Wharton Professor and author Jeremy Siegel says a rebound in the housing market will help push GDP growth near 3% in the second half of 2012. “Housing is one of the few bright spots, but a very important bright spot in the economy,” Siegel told Bloomberg TV (hat tip to Business Insider). “When you talk […]

Fisher: Look to Large-Cap Growth

Top investor Kenneth Fisher says that the bull market has a ways to go — and that large-cap growth stocks will be the place to be during the rest of the bull run. In a column for Interactive Investor, Fisher notes that in the early stages of bull markets, small-cap value picks usually lead the […]

Buffett’s 50-Year-Old Words Still Ring True

While many investors think uncertainty has risen to unprecedented levels, changing the way they should invest, they need only look at some of Warren Buffett’s earliest letters to investors to see that they may be wrong, writes MarketWatch’s Jonathan Burton. “I think you can be quite sure that over the next ten years there are […]

Cohen: Think Long-Term

Goldman Sachs’ Abby Joseph Cohen says many investors have become too short-sighted, and says that “long-term, there are some very good values out there.” Cohen tells Bloomberg that a lot of the uncertainty out there is already priced into the market, and she thinks stocks are priced to return 8% to 10% per year for […]

Bolton on the Contrarian Case for China

While many investors are fleeing Chinese equities, Fidelity’s Anthony Bolton remains bullish. “People are generally cautious and are taking money out of China which, as a contrarian, I see as positive,” Bolton says, according to Investment Week. Bolton, who compiled an exceptional fund management track record in the U.K. before moving on to a China […]

Doll: No Recession, Stocks to Move Higher with Volatility

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 […]

Siegel Talks Euro, Fiscal Cliff

Wharton Professor and Stocks for the Long Run author Jeremy Siegel says he expects debt-laden European countries like Spain, Greece, and Portugal to stay in recession “for years to come”, but thinks stocks will still be much higher by the end of next year. Siegel tells CNBC that hopefully lower euro valuations will help those […]