BlackRock’s Doll Talks QE2

Blackrock’s Bob Doll says a number of factors are pointing toward stocks grinding higher. In an interview with CNBC, Doll says one of those factors involves Federal Reserve policy. He thinks the probability of the Fed engaging in more quantitative easing has risen recently, and that is good news for the stock market in the […]

Economy Isn’t Out of Woods, Hussman Warns

While the National Bureau of Economic Research recently declared that the so-called Great Recession ended in June of 2009, John Hussman says that doesn’t mean the economic pain is over. In his latest market commentary for Hussman Funds, Hussman says that data cited by NBER itself shows that we may already be headed back into […]

Gross: New Normal Is Real; Look Outside U.S. for Opportunities

PIMCO’s Bill Gross is standing by his contention that we’re in a “New Normal” for the economy and stock market, saying that investors shouldn’t expect double-digit returns from a stock/bond portfolio going forward. Gross tells CNBC that investors should look outside the U.S. for the best opportunities, keying on countries that have non-dollar currencies and […]

Paulson: Buy a House — and then Buy Another

Hedge fund guru John Paulson is continuing to bet on big-time inflation hitting the U.S., and as a result is keying on equities, gold, and real estate. Forbes’ Robert Lenzner reports that Paulson, speaking at the University Club in New York, said double-digit inflation will hit by 2012, pounding the bond market and strengthening equities. […]

Fisher: New Normal Concept Is “Idiotic”

While many have been talking about — and fearing — a “New Normal” of slower growth for the U.S. economy and stock market, author and top money manager Kenneth Fisher says the notion is “idiotic”. Speaking at the Forbes Global CEO Conference in Sydney, Fisher said things aren’t so different this time around. “We are […]

Top Hedge Fund Manager Talks Strategy

David Tepper, president & founder of Appaloosa Management, has produced exceptional long-term returns as a hedge fund manager. In this interview with CNBC, he talks about why he got bullish on banks in early 2009 — with great success — and why Federal Reserve policy and other factors have him adding to his stock portfolios.

Sonders on Double-Dip Fears, Fed Policy

Charles Schwab Chief Investment Strategist Liz Ann Sonders says she thinks it’s unlikely the U.S. will suffer a double-dip recession, and says the Federal Reserve’s talk of continued stimulative policy may be hampering the recovery. “While slowing, the economic engine continues to move forward,” Sonders says in her latest market commentary, written with Schwab’s Brad […]

Weak Economy Doesn’t Equal Weak Stock Performance, Study Shows

Unemployment remains high, economic growth is slowing, taxes may soon rise, and consumer confidence is near historic lows. But while investors are fleeing stocks in favor of bonds amid the tough economic times, history shows they shouldn’t, according to research from James O’Shaughnessy’s firm. In its latest market commentary (“The Economy and the Stock Market”), […]

Guru Strategy Rating Changes: AT&T, RIMM on Move

Each week, we take a look at which stocks John Reese’s Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some of the stocks John’s strategies have upgraded or downgraded today. Among the big-name movers: AT&T and Research in Motion.

Top Manager Looks for Graham-Like Stocks

John D. Spears’ Tweedy Browne Global Value fund is in the top 1% of funds in its class based on 15-year returns, according to Morningstar, and Barron’s recently offered a look into just how Spears manages this top-performing fund. According to Barron’s, Spears and his partners at Tweedy Browne “try to find what [Benjamin] Graham […]

Is It Different This Time?

In his latest article for Canada’s Globe and Mail, Validea CEO John Reese says that the current U.S. recovery — while much-maligned in the media — isn’t all that different from some other recoveries in U.S. history. “Recoveries are never smooth and easy,” Reese writes, adding that bull markets aren’t smooth and easy either. After […]

Arnott Still Focused on Inflation, Not Deflation

While many investors and commentators have raised fears of deflation recently, Rob Arnott of PIMCO and Research Affiliates still has his eye on potential inflation — and the opportunities it could present for investors. Arnott tells the Los Angeles Times that concerns about deflation could actually end up resulting in inflation. He thinks deflation fears […]