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 do [...]

Bill Gross, the founder of the world’s largest bond fund, PIMCO, is out with his new monthly market commentary. His subject: government involvement in the world of finance and investment. Below is a little of what he had to say. I have highlighted in bold the bits I feel most important.
A photograph [...]

For a moment forget that Mark Mobius is talking his own book. He suggests in the video below that we are in the early stages of a new bull market for emerging markets. He does not suggest that it will be off to the races from the word go, however. Mobius thinks we are base-building right now.

I am still away on Holiday in Mexico but have been checking the news and was not surprised to learn about the recent Wells Fargo announcement. I am coming off the fence here and looking for a bullish outcome on financial services.
The bank said profit will be $3bn in the first quarter, thanks to [...]

Has the bear market come to an end? It is certainly hard to say. In January, I called for 10% down in U.S. equities, which is basically where we are now (7900 on the Dow vs. the present 7776). My view has been that we would break through 2002 and 1998 lows [...]

Marshall Auerback here.
I do not like the Geithner Plan because it is needlessly expensive. Nevertheless, it could well work. My main objection is that it constitutes the most regressive transfer of wealth in history and it’s being done BY A DEMOCRAT ADMINISTRATION!!!! Unbelievable.
It has to be done this way in terms of securing funding for [...]

We have seen absoultely catastrophic losses at the world’s Sovereign Wealth funds in the Middle East, Singapore, Norway, you name it. Add China to this list. China’s State Administration of Foreign Exchange diversified its money out of Treasuries and agency debt at absolutely the worst time, running into a buzz saw as equity markets tanked. Now they are sitting on huge losses.

Marc Faber is a definite bull right now, despite his title as Dr. Doom. In the video below he makes his case for gold miners and for a general equity rally through April. His main points are:

Barton Biggs is the former Morgan Stanley strategist best known for his Ten Predictions of the year. See his ten for this year here. Charlie Rose sat down with him a few days back to talk markets and finance.
The video is below as is a link to a recent article by Biggs in [...]

Jeremy Grantham, who is chief investment strategist of Grantham Mayo Van Otterloo & Co and manages over $85 billion is telling clients to get out of cash.  His March newsletter had this to say:
Every decline will enhance the beauty of cash until, as some of us experienced in 1974, ‘terminal paralysis’ sets in. Those who [...]