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Bullish on stocks and America: Richard Bernstein’s Eleven Predictions for 2011

Edward Harrison — Thu, 09 Dec 2010 19:35:24 +0000

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

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Richard Bernstein: Ten predictions for 2010

Edward Harrison — Fri, 18 Dec 2009 02:09:04 +0000

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

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Whitney Tilson: "A pullback of some sort is likely"

Edward Harrison — Wed, 11 Nov 2009 00:22:40 +0000

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

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Wood warns of correction, says “key variable in the West is government policy”

Edward Harrison — Tue, 03 Nov 2009 13:50:55 +0000

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

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Richard Bernstein: Once a huge market bear, now a bull

Edward Harrison — Sun, 25 Oct 2009 10:00:00 +0000

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

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Bill Gross: Sell equities and buy Treasuries

Edward Harrison — Mon, 21 Sep 2009 14:56:15 +0000

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

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Bernstein: America “practically invites another catastrophe”

Edward Harrison — Tue, 08 Sep 2009 02:56:52 +0000

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

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Jeremy Grantham: Overheating in China, speculative rallies and fair value

Edward Harrison — Mon, 27 Jul 2009 17:12:35 +0000

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

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News from around the web: 2009-07-21

Edward Harrison — Tue, 21 Jul 2009 04:03:00 +0000

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

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Bernstein: What kind of recovery are we going to get?

Edward Harrison — Thu, 07 May 2009 01:46:17 +0000

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?

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Grantham: go with high quality and hedge against inflation

Edward Harrison — Wed, 06 May 2009 01:04:09 +0000

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

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Links: 2009-04-19

Edward Harrison — Sun, 19 Apr 2009 04:16:41 +0000

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

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Links: 2009-03-25 25 Mar 2009
Links: 2009-03-06 6 Mar 2009
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Links: 2009-03-25

Edward Harrison — Wed, 25 Mar 2009 13:00:12 +0000

Here are the main links. A ton more can be found in the news feed (also available via RSS). Enjoy. Dear A.I.G., I Quit – Paul Kedrosky The devalued Prime Minister of a devalued Government – Alice Cook This video is good. U.S. wrong to blame China for trade imbalance: Stephen Roach – Xinhua Buffett’s

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Links: 2009-01-14 14 Jan 2009
Links: 2009-01-15 15 Jan 2009

Bernstein: America is turning Japanese

Edward Harrison — Tue, 24 Mar 2009 19:56:50 +0000

I do believe the U.S. policy response to this financial crisis is very much like the Japanese response to their crisis in the 1990s. I have a post up at “naked capitalism” making this point. I would add, however, that America is in a worse position due to its lack of exports and manufacturing and

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David Rosenberg and Richard Bernstein to leave BOA

Edward Harrison — Tue, 24 Mar 2009 17:05:48 +0000

Merrill's Economic Research team has been top notch for years under the leadership of Richard Bernstein and David Rosenberg. Unfortunately for Bank of Aerica, these two gentlemen are jumping ship now that Merrills has been taen over by BOA. I look forward to hearing more from them in their new roles elsewhere

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David Rosenberg: This is the Great Depression II

Edward Harrison — Fri, 02 Jan 2009 20:15:40 +0000

David Rosenberg has been one of the voices of reason warning of excesses during the recent boom and predicting the unraveling to which we are now witness. I have quoted him liberally here. There is a very good piece on Rosenberg in the Canada’s National Post (Rosenberg is a Canadian) from Dec 30th. Below is

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