Post Tagged with: "Marc Faber"
Biggest highlights from Barron’s Roundtable
Here are the comments I found the most interesting from the first part of this year’s Barron’s Investing Roundtable interview which was published today
Faber: Market May Fall Below 1,100
Marc Faber told CNBC yesterday that he thinks the S&P500 could fall to as low as 1010 by the end of the ongoing sell-off. Faber also believes gold could fall. However, he believes both markets are oversold and is more keen to buy gold on a rebound than equities
Zulauf: “I expect the market to go below the latest lows in September”
As usual, I find Felix Zulauf’s commentary very perceptive. He has been right consistently for the whole of 2011 in predicting where things have gone. What he is saying is that the fundamentals in the west are weak and now that growth is ebbing, this will be manifest in stock prices. What will policy makers do
It’s Over
The classification of assets according to such dreary concoctions as “mid-cap growth,” comparative asset benchmarks is now over
China: First the credit writedowns, but then what?
The immediate problem is the excess capital investment and the costly maintenance of the projects it has spawned. Longer-term, Asia’s growth prospects look good
Faber: The Fed will continue to be behind the curve
Marc Faber was on CNBC talking about the intersection of asset markets with monetary policy. His view is that the Fed will be accommodative for the indefinite future, resulting in a move into riskier assets by investors starved for real returns in fixed income. This could be a boon for asset markets in nominal terms.
Faber: For Sure There Will Be QE3 But Not Right Away
Here is a good 17-minute Bloomberg video with Marc Faber. He talks a lot about Mexico and he is bullish on that economy. As for the US, his view, like mine, is that printing money does give a temporary boost to economic activity. However, in the long run, it doesn’t lead to sustained economic growth
Comments by Faber, Gross, Roach, and Grantham on the Political Economy
Over the past several days, I have caught some very good commentary by a number of well-known financial industry experts. I wanted to share my own thoughts with you on their commentary, especially in light of my last posts on Eisenhower’s Farewell Address and The New Monetary Consensus. I have featured two of the commentaries
Marc Faber, what are you worrying about?
Marc, you have been very quiet. What are you worrying about? Faber: Have you got an hour? You are all wrong. You say you would do this or that if you were policymakers, but nobody says "I wouldn’t do a thing. I would let the market correct itself." The crisis in the U.S. happened largely
Marc Faber: "Symptoms of a bubble building in China"
Marc Faber spoke with Bloomberg News recently and had some interesting things to say about China and what he sees a burgeoning bubble. His sentiments echo those from Ten ways to spot a bubble in China by Edward Chancellor, author of a well-regarded history of financial manias, Devil Take The Hindmost. Let me say a
Faber: 20% correction if S&P reaches new high
Marc Faber talks with Bloomberg about the outlook for US shares, saying he believes the market could correct 20% if the S&P reaches a new high (above 1150). That’s the definition of a cyclical bear market, by the way. Faber also discusses the outlook for the euro and the dollar. The video runs just under