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Notes from Jeremy Grantham’s Latest Letter
Long-time market tactician and observer Jeremy Grantham, of the money management firm Grantham Mayo Van Otterloo (GMO), released his typically long quarterly letter last week. Like his last letter...
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Thomas Lee on How Much Longer the Bull Market Continues
Thomas Lee, JPMorgan’s chief equity strategist, was asked by CNBC’s Melissa Lee if Cyprus would cause the pullback many strategists are looking for. Lee said he wasn’t sure if Cyprus was enough to...
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Investing Links of Interest – April 9, 2013
Bill Hardison at dshort.com recently presented the nominal level of margin debt compared to the S&P 500. It’s just another sign of the market being in the danger zone. Excerpt: What this chart is...
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Interview With Ben Inker, Asset Allocator at GMO
Weathtrack’s Consuelo Mack began her introduction of Ben Inker by commenting that no one knows how central bank’s experiments with new forms of monetary stimulus will turn out. Mack pointed out that...
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Bulls Jim Paulsen and Tobias Levkovich Weigh on Recent Stock Weakness
After higher bond yields, a big equity drop on Friday and a lower than expected ISM report today created a few cracks in the bullish case, CNBC brought in stock market bulls Jim Paulsen and Tobias...
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Lakshman Achuthan Not Giving Up the Ghost on Recession Call
Lakshman Achuthan, renowned contrarian economist and head of the Economic Cycle Research Institute (ECRI), said the U. S. economy continues to be in recession. In an interview with Bloomberg’s Tom...
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Charles Nenner: U. S. Headed for Bad Recession
Newsmax’s Kathleen Walter interviewed renowned technical analyst Charles Nenner, founder and president of the Charles Nenner Research Center a few days ago. Nenner indicated the U. S. is on course for...
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Charles Nenner Sees Stocks Topping Out This Year
Renowned technical analyst Charles Nenner, founder and president of the Charles Nenner Research Center, was interviewed recently by John Bachman and predicted the current correction would last until...
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Jim Paulsen Predicts Economic Growth Will Lead Market Higher
Jim Paulsen, chief investment strategist of Wells Capital Management, presented a rosy economic growth forecast on CNBC this morning. Paulsen said economic numbers coming in lately including jobless...
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Jeff Gundlach Says No Need for Fed to Raise Rates
CNBC’s David Faber spoke to Doubleline CEO/CIO and respected analyst on all things bond market related Jeffrey Gundlach. Gundlach began the interview by touting his own 2014 forecast for 10-year...
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