All posts tagged "financials"

  • Jim Paulsen - Wells Capital
    James Paulsen Expects the Market to Hit New Highs

    James Paulsen, Wells Capital Management, voiced his outlook for stocks and the economy on CNBC today. Paulsen said he sees economic growth prospects improving in the US.

    • Posted July 7, 2016
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  • Byron Wien - Blackstone
    Byron Wien’s Advice on Sectors to Accumulate and Avoid

    Byron Wien, Blackstone Advisory vice chairman, overseeing $210 billion of assets under management, was on Fox News a couple of days ago contributing his perspective on various stock market sectors and gold. Wien said at the beginning...

    • Posted February 27, 2013
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  • Louis Yamada - Louise Yamada Technical Research Advisors
    Louise Yamada: One Sector Could Outperform U. S. in 2013

    Jeff Macke of Yahoo Breakout interviewed renowned technical analyst Louise Yamada yesterday. Back in August, Yamada said the bull market was becoming “long in the tooth” . Yesterday Yamada noted that U. S. indexes were doing well,...

    • Posted January 18, 2013
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  • Bruce Berkowitz - Fairholme Fund
    Bruce Berkowitz is Sticking With Financials

    One the most renowned and successful mutual fund managers of the past 10-15 years, Bruce Berkowitz, founder of the Fairholme Fund, was interviewed by Consuelo Mack recently. Berkowitz was named Morningstar’s Domestic Mutual Fund Manager of the...

    • Posted October 19, 2012
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  • Sprott Asset Management Short Positions
    Eric Sprott, “The Dominoes Will Continue to Fall”

    Canadian hedge fund manager Eric Sprott ($9 billion assets under management) was on CNBC’s Halftime Report yesterday. The interview was conducted at the SkyBridge Alternatives (SALT) conference in Las Vegas (two videos included below). Sprott said we...

    • Posted May 10, 2012
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  • bruce berkowitz
    Bruce Berkowitz’s Big AIG Bet

    Gurufocus reports that American International Group (AIG) is a whopping 18% of Bruce Berkowitz’s Fairholme Fund. The fund had a spectacular period of outperformance gaining over 300% from 12/29/99 through 6/30/11, however, the first six months of...

    • Posted August 3, 2011
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  • Banks Don’t Make Money Over Time

    As the financial stocks show absolutely no signs of strength amid all the hoopla of Apple, Chipotle and Netflix, I recall an old post by Barry Ritholtz regarding the inability of our esteemed money changing institutions to be profitable over time.  Ritholtz cited a column by...

    • Posted July 20, 2011
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  • Interesting Chart on S&P 500 Sector Weightings

    Bespoke Investment Group has posted an enlightening chart on the history (since 1990) of the relative share of stock market capitalization of the various sectors in the S&P 500. Click on chart for larger image: SMA Comment:...

    • Posted February 13, 2010
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  • Doug Kass Tweets Highest Net Short Position All Year

    Doug Kass believes the market is going down and he is playing it by shorting financials and REITS. Source: Distressed Volatility *** Il Buono, Il Cattivo, Il Brutt…

    • Posted December 15, 2009
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  • Some Statistics on This Now Starting to Age Bull Market

    Paul Lim at the N. Y. Times has cited the work of James Stack, Robert Doll, and several others in presenting the current status of this bull market and what the future might hold. Robert Doll, chief...

    • Posted December 14, 2009
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