May 2012

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Thumbnail image for Russell Napier: Best Long-term Returns Available in Europe Currently

Financial historian and author of Anatomy of the Bear, Russell Napier was interviewed by The Financial Times a few days ago. Although Napier didn’t say he would be buying them now, he finds European stock markets attractively priced. He said some of the markets are back to the levels they were ...

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Charles Nenner, executive director of the Charles Nenner Research Center, was interviewed on Bloomberg regarding his views on the economy, Euro crisis, stock and bond markets, the current status of the commodities cycle, and China.   Nenner commented that the German bond yielding between 1.45 and 1.5 was amazing. Nenner ...

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Nardin L. Baker of Guggenheim Partners Investment Management, and Robert A. Haugen of  Haugen Custom Financial Systems, conducted a study on the Low Volatility Anomaly. Their conclusion is that low risk stocks provide higher returns than riskier stocks. Baker and Haugen attribute the outperformance of low risk stocks to “agency issues.” They ...

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First Eagle funds are known for scouring the world in search of value. Kimball Brooker is the portfolio manager of First Eagle’s Global, Overseas and U. S. Value funds, and was interviewed on CNBC yesterday. When asked what region of the world he was finding value, Brooker said the Global ...

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Marc Faber, editor of the Gloom, Boom and Doom Report, was interviewed on Bloomberg this week. He claimed the technical picture of the market “was quite bad.” However, Faber said typically during an election year we have a rally from late May onward, along with positive seasonal trends until August. ...

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Consuelo Mack recently interviewed James Bianco, President, Bianco Research, to get his interpretation of the current investing landscape. After an introduction by Mack regarding Bianco’s analysis of the impact of student loans on consumer credit (showing virtually no rebound in credit activity outside student loans) the interview began with a ...

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Thumbnail image for James Altucher on Profiting Via 13F Filings

The often controversial James Altucher, author of the entertaining book I Was Blind But Now I See: Time to Be Happy was featured on Yahoo! Finance Breakout advising investors to “follow the whales.” Jeff Macke interviewed Altucher who said following the 13F filings of well-regarded investors could lead to profitable ...

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The ever optimistic Jim Paulsen, Chief Investment Strategist at Wells Capital Management, was the guest market monitor on the latest Nightly Business Report. Paulsen believes the economy will grow at a rate of 3%, ahead of the consensus view of 2 1/4%. Paulsen said the number of jobs created in ...

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Noted short seller and hedge fund manager Bill Fleckenstein was interviewed on Bloomberg TV a couple of days ago.  He touched on the topics of JP Morgan and financials in general, along with his view of the European dilemma. Fleckenstein had been quoted as saying he wouldn’t buy JP Morgan ...

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Thumbnail image for Ken Fisher’s Latest Stock Picks and Some Book Recommendations

In the latest issue of Forbes Magazine, Ken Fisher, money manager and author of several books including Markets Never Forget (But People Do): How Your Memory Is Costing You Money-and Why This Time Isn’t Different provides several investment ideas, along with books he recommends. Fisher advises he has been collecting ...

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