Top Forecaster: Real GDP Back to Pre-Recession Levels

While few have noticed, the U.S. has now reached pre-recession gross domestic product levels, says one top strategist who is bullish heading into 2011. In a recent MarketWatch column, Mark Hulbert says Norman Fosback, editor of Fosback’s Fund Forecaster, has extrapolated U.S. GDP data and found that, “as of this moment, we are virtually right […]

Fisher: 2011 a Year of the “Alpha Bet”

Kenneth Fisher says 2011 is “likely to be very frustrating for bulls and bears alike”. Fisher says the last few years have been years of betting on beta — broad market and economic trends. In 2011, however, he thinks investors will need to make good “alpha bets” — i.e., pick the right stocks or sectors […]

Sonders Optimistic on 2011

Charles Schwab Chief Investment Strategist Liz Ann Sonders says she’s optimistic on both the economy and stock market heading into 2011. Sonders tells WNYC News that she thinks people will be “pleasantly surprised” by the rate of U.S. gross domestic product growth in the coming year. She says she expects a significant pickup in job […]

How to Create Stimulus Without Adding Debt

Yale economist Robert Shiller says the U.S. shouldn’t forget that it is possible to provide more economic stimulus without actually adding more debt. In an op-ed piece for The New York Times, Shiller discusses the “balanced-budget multiplier” theory, which maintains that national income is raised, dollar for dollar, with any increase in government expenditure on […]

Bogle on Fundamentals vs. Emotions

Vanguard founder Jack Bogle recently offered his take on where the market and economy are headed, saying that he thinks stocks should gain about 7% per year in the next decade. Bogle tells Forbes‘ Steve Forbes that while emotions drive the market in the short term, fundamentals drive it over the long term. And right […]

Dorfman: Time to Add Risk

Bloomberg columnist and money manager John Dorfman says it’s time for investors to take on more risk. Dorfman tells Bloomberg that investors shouldn’t let the lingering fears from the 2008 crisis impact their investment decisions going forward. He also talks about some of his top stock picks heading into the new year.  

Siegel Warns on Bonds

Author and Wharton professor Jeremy Siegel says that bond investors should be very careful right now. “Anyone that has money in bond funds has to be very cautious” of losses in both the short and long term, Siegel tells The Wall Street Journal. He says that bond buyers are preparing for yesterday’s stock market crash, […]

Forester Sees “Yellow” Light for Market

Fund manager Tom Forester says he sees the market flashing a “yellow light” rather than a green or red one, and he’s focused on healthcare and consumer staple stocks. “Our cash position is around 18%, which for us is cautious, but not extremely so,” Forester tells “It is a yellow light instead of a […]

Reese: Do Hot Holiday Gifts Make for Strong Stocks?

In his latest article for Canada’s Globe and Mail, Validea CEO John Reese takes a look at the stocks of some of the firms behind this Christmas season’s hottest gift ideas. “The holiday gift-buying season has companies pushing their newest and most eye-catching toys and gizmos and gadgets, with consumers lining up to judge them […]

Montier: Don’t Believe the New Normal Hype

The “New Normal” concept has gotten a ton of attention in the financial and investment worlds in the past couple years. But in a new paper, GMO’s James Montier says not to believe the hype. In a paper posted on GMO’s web site, Montier says that for some economic indicators, there may indeed be a […]