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U.S. economy will skip the dip: David Kelly
No double-dip ahead -- and no full-on inflation, either; 'muddle through'
Five ways to reallocate bond portfolios
Many advisers looking to diversify holdings of long-duration government bond funds are asking: 'Where next for yield-thirsty investors'?
Dow at 13,000 by June? Famed analyst makes bold prediction
Legendary technical analyst Ralph Acampora, who came out of retirement last year, sees good times ahead for stock investors. Bondholders? That's a different story.
Bill Gross: An adjunct to the New Normal
The co-CIO of Pimco reveals an adjunct to the New Normal that will likely affect growth and financial markets for years to come
David Kelly: The end of the first chapter of the economic recovery
In some ways, this week will mark the end of the first chapter of the economic recovery.
BlackRock’s Bob Doll: Where we go from here
Bob Doll, the vice chairman and chief equity strategist at Blackrock, sat down with InvestmentNews to offer his thoughts on the direction of the global markets, as well as interest rates, over the next several weeks and for the remainder of 2010.
Peter Schiff: Preventing a devastating decline in the dollar
In a commentary about a month ago, I described how the economic world seemed to be drifting into two opposing camps: the Washington-based "Stimulators," who insist that more government debt is the best means to end the financial crisis, and the Berlin- and London-based "Austerians," who argue that debt is the crisis itself.
Peter Schiff: Jobs report reveals the truth about recovery
Today's job report revealed continued weakness in the U.S. economy and provides clear evidence that prior efforts to stimulate with deficit spending, absurdly low interest rates, and a series of government programs designed to support the housing and automobile markets have failed to create any meaningful forward momentum.
John Hussman: The implications of a likely economic downturn
We've now accumulated enough evidence to conclude that the U.S. economy is most probably headed into a second leg of recession, according to the president of the Hussman Trust's latest commentary.
Peter Schiff: Signs of an ‘inflationary depression’?
In recent months, GDP numbers have rebounded - primarily as a result of record low interest rates reliquifying the credit market and government stimulus jolting consumer spending.
Peter Schiff: Euro vs. dollar is a race to the bottom
Many are mistaking this euro weakness for dollar strength. A quick glance at the price of gold - which has made new highs in both currencies - quickly disproves this myth.
John Radtke: Bond market bubble fears may overlook secular trends
Much recent press has been devoted to warnings of bonds as the next potential market bubble.
Bob Doll: Uncertainty easing, but volatility will continue
U.S equities posted positive results last week as uncertainty continued to ease in the markets.
BlackRock’s Bob Doll: Stocks continue to make gains
But it will take more than an absence of bad news for the rally to proceed further.
Raymond James’ Jeffrey Saut: The call of the week
The call for this week: When I entered this business, some 40 years ago, one of my mentors told me to put 20% of my money into Treasury Bills, 20% into stocks, 20% into bonds, 20% into precious metals, and 20% into real estate.
The call of the week: ‘A rally may be in order’
The call for this week: According to my friends at Bespoke Investment Group, "The first half of the year came to an ugly end this week. The S&P 500 is down more than 8% over the last ten trading days, with down days 9 out of 10 times."
Raymond James’ Jeffrey Saut: What investors can learn from water
In the markets, you must be flexible. As the old sailor's axiom states – you can't change the direction of the wind, but you can adjust the sails.
BlackRock’s Doll and Arledge: Investment directions for 3Q 2010
The debt crisis in Europe and ensuing sell-off in risk assets in the second quarter have raised fears that the global economy could slip back into recession.
John Hussman: A recession warning
Based on evidence that has always and only been observed during or immediately prior to U.S. recessions, the U.S. economy appears headed into a second leg of an unusually challenging downturn.
Bill Miller: Forget a double-dip, S&P is set to spike
Legg Mason Inc.'s Bill Miller said the U.S. stock market, which has dropped 12 percent from its April high on concerns Europe's debt crisis may spread, will rise after the region's banks complete stress tests.
