Post Tagged with: "Richard Bernstein"
Bullish on stocks and America: Richard Bernstein’s Eleven Predictions for 2011
This one from the Former Merrill Lynch Chief Investment Strategist Bernstein seems to be making the rounds. Hat tip Barry Ritholtz. Here’s where I first noted that Richard Bernstein had turned bullish: Bernstein added that one wants to load up on risk now if one believes in the recovery. Junky names are the best as
Richard Bernstein: Ten predictions for 2010
So, it’s that time of year again when people make their year-end predictions. I’ll be running my own and critiquing my performance from last year. Here are former bear now bull Richard Bernstein’s ten predictions for 2010. There is a clip at the bottom from CNBC as well. Before you pillory Bernstein for going from
Whitney Tilson: "A pullback of some sort is likely"
Tilson is saying what I have been saying, namely that March saw an increased number of attractive buys, but most of these are now fully priced. As a result, he is selling equities – even building up his net short positions. Unlike bear turned bull Richard Bernstein, Tilson says that after a huge 60%+ run
Wood warns of correction, says “key variable in the West is government policy”
Christopher Wood, the well-noted market strategist at CLSA and writer of the classic Japan crash warning book “The Bubble Economy,” is now warning of a market correction in the West. According to CNBC India, Wood believes that the markets’ extreme upward move is increasing the chances of a major correction. Wood is still cautious. He
Richard Bernstein: Once a huge market bear, now a bull
Richard Bernstein has done a huge reversal in the last few months from touting low-risk stocks to high-beta ones. He has gone from a preference for consumer staples to one for consumer cyclicals (XLY). And he has gone from lugubrious doubter of a sustainable recovery to an almost V-shaped optimism. What is remarkable about the
Bill Gross: Sell equities and buy Treasuries
Bill Gross is a bond man. In fact, he is often called the “Bond King” because Pimco, the organization where he is founder and Co-Chief Investment Officer, is the largest bond fund in the world. In Bondland, what Gross says has a lot of weight. And Gross has been talking about a “new normal” of
Bernstein: America “practically invites another catastrophe”
With the Lehman meltdown hitting its one-year anniversary soon, a lot of media outlets are looking back at the events that surrounded Lehman’s collapse. Bloomberg has a good article out that is a must-read piece. For me, the money quote of the article comes via Rich Bernstein. One year later, policymakers haven’t learned the lesson
Jeremy Grantham: Overheating in China, speculative rallies and fair value
Jeremy Grantham is out again with a very important investment strategy piece entitled “Boring Fair Price!” He leads off by talking about how markets went from extremely overvalued a year ago to cheap back to a state which he considers fair value. But, he sees the recent rally as a speculative rally which is a
News from around the web: 2009-07-21
No Longer Alone, Ron Paul Fights the Fed – Real Time Economics – WSJ Paul’s bill to audit Fed has 274 co-sponsors. Some bailout firms up lobbying spending in 2Q – Yahoo! Finance Increased lobbying plus climb in shares equals no reform. Notes on a real estate trip in China – Michael Pettis Bubble in
Bernstein: What kind of recovery are we going to get?
Richard Bernstein asks a very good question in a wide-ranging interview with Bloomberg. Now that the so-called green shoots are dominating the news coverage and the S&P 500 is up a massive 34% from its March lows, one might think we are due for a pretty Robust V-shaped recovery. Is that what the future holds?
Grantham: go with high quality and hedge against inflation
Jeremy Grantham is out with his quarterly update. And he has a number of investment themes worth mentioning. First, I should mention that his global outlook is fairly downbeat: We are experiencing the most severe synchronized global downturn in several generations. While governments have been quick to react, there are limits to what policy can
Links: 2009-04-19
Nearing 100- Katrina Vanden Hevel, The Nation This is a fairly even-handed look back at Barack Obama’s first months as President and his prospects going forward Financial Innovation for Beginners – James Kwak How the CDS market makes restructurings more difficult – Felix Salmon Richard Bernstein: 10 guidelines learned in 20 years – Prieur de