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 […]

Paulson Dials Back Risk, Talks of Euro Unraveling

Hedge fund guru John Paulson is dialing back risk in his portfolios, and says he sees a 50% chance that the euro currency will unravel, Bloomberg reports. In a conference call with clients, Paulson said that he expects sovereign yield spreads to widen in Europe, and that a eurozone breakup could happen in anywhere between […]

Gross: Treasury Investors Should Expect a Haircut

PIMCO bond guru Bill Gross says that Treasury bond investors are going to get a “haircut”, and that those looking to preserve their purchasing power must put their money into assets like stocks and real estate. “In the Treasury market all interest rates are on a negative basis,” Gross tells CNBC. “Risk averse investors looking […]

Wien’s Reasons for Optimism — and Concern

Blackstone Group’s Byron Wien is seeing reasons for optimism in the U.S., though he thinks the stock market boom days of the 1980s and 1990s aren’t coming back anytime soon. “I’m actually kind of positive on the U.S. because I think some good things are happening,” Wien tells The Wall Street Journal in a side-ranging […]

Despite Slow Growth, Cooperman Likes Stocks

Hedge fund guru Leon Cooperman says he’s “moderately constructive” about U.S. stocks, and is very bearish on U.S. government bonds. Speaking at the “Delivering Alpha” conference presented by CNBC and Institutional Investor, Cooperman said he expects sluggish growth from the economy, with growth being “okay, not great”. But he thinks a variety of factors make this […]

The 10 Most Common Investor Mistakes

Barry Ritholtz says investors most often fail not because of crises and market turmoil, but instead because they don’t understand the very basic concepts of investing. “In my decades as an investor and analyst on Wall Street, I have learned that panics come and go. They turn out not to be the main cause of […]