Guru Feedback from Barron’s Mid-Year Roundtable

Most participants in this year’s Barron’s Roundtable think “the markets will soon get more interesting, and not in a pleasant way,” according to the publication’s recent summary, which includes excerpts from comments by market heavy-hitters such as Jeffrey Gundlach and Mario Gabelli. “After all,” the article says, “U.S. stocks are expensive, the economy is dullsville, and interest rates are about to rise.” Noting that the market’s gains have been unevenly distributed since the last Roundtable (held January 9th of this year), the article quotes Delphi Management founder Scott Black who says small- and mid-cap value stocks have been “left in […]