Displaying 157 results
Jeremy Grantham: Recommendations for the upcoming period of deflation
The following is an excerpt from the quarterly outlook of Jeremy Grantham, co-founder of $94 billion money manager Grantham, Mayo & Van Otterloo LLC. To read the full quarterly commentary, click here.
Bond outlook: Where to find yield in the 4Q
Solid results from the fixed income markets in 3Q mask the fact that it was yet another roller coaster quarter within another volatile year
LPL’s Kleintop: The ‘most important’ week of the year for the markets
This week may be the most important of the year for the markets
Bill Gross: Tomorrow is a ‘critical inflection’ point for prosperity
They say a country gets the politicians it deserves or perhaps it deserves the politicians it gets
Pimco’s Bill Gross: No longer will ‘two get you three’
Debt will get you in trouble – on both sides of the dollar bill. As Shakespeare wisely counseled long ago: Neither a borrower nor a lender be
What Bruce Berkowitz learned from being a bookie
The stock fund manager of the decade admits to being a bookmaker, and dishes on his two biggest holdings.
MSSB: Politics aside, ways to play the elections
Global monetary policy is becoming even more stimulative, and that's a plus for equities and other risk assets
LPL’s Kleintop: Why are individual investors on a ‘buyers strike’?
U.S. stocks, as measured by the S&P 500, are up 15% in the three and a half months since the beginning of the second half of 2010
David Kelly: The next three weeks are telling for the markets
The next three weeks could set the tone for financial markets for the rest of the year
Raymond James’ Jeffrey Saut: An upside market breakout or fake out?
Equity markets are churning slightly above their topside “breakout” levels, begging the question, “Is this an upside breakout; or, an upside fake out?”
David Kelly: No signs of a double-dip, but growth still seems unclear
This week should be dominated by economic numbers and, in particular, the September Jobs report due out on Friday
BlackRock’s Doll: Policymakers’ actions will boost confidence
Last week marked the fourth consecutive week in which stock markets posted gains, with the Dow Jones Industrial Average climbing 2.4% to 10,860, the S&P 500 Index advancing 2.1% to 1,149 and the Nasdaq Composite rising 2.8% to 2,381.
David Kelly: Envision a steady upward trend
Last week the U.S. stock market rose for the fourth week in a row.
Jeffrey Saut: Bullish on coal
Mr. Saut revisits his long-standing bullish views on coal.
David Kelly: An extended period of easy money
The week ahead should be dominated by housing data and Tuesday's FOMC meeting.
Jeffrey Saut: From double-dip to double-drip
Pair trades are not working -- to make money you must take only one side of a position, either long or short.
John Hussman: The present window is ‘a very dangerous one’
As of last week, the Market Climate for stocks was characterized by unfavorable valuations, generally favorable trend action, weak price-volume sponsorship, strongly overbought conditions, moderate but not yet over-bullish sentiment, and hostile economic pressures.
John Hussman: How to value the S&P 500 now
It is impossible to properly estimate long-term cash flows based on a single year of earnings, regardless of whether one uses actual net earnings or projected operating earnings.
John Hussman: Betting on a bubble, bracing for a fall
The financial markets are in a bit of a fight here between technicals and fundamentals. On a technical basis, a variety of widely-followed trendlines, moving average crossings, and resistance areas converge on the 1100 area for the S&P 500.
The muni opinion: Default risk or just catchy headlines?
When it comes to municipal bond defaults, investors need to be careful about a few specific types of bonds. For most other munis, problems can be neutralized with good old-fashioned research and diversification.
