All posts tagged "economic recovery"

  • David Tepper - Appaloosa Management
    David Tepper Talks and the Market Rallies

    “I’m definitely bullish,” so said the ultra-compensated ($2.2 billion in 2012) hedge fund manager David Tepper of Appaloosa Management, who has a knack for moving markets. Tepper was speaking to CNBC’s Joe Kernen and Andrew Ross Sorkin...

    • Posted May 15, 2013
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  • Doug Kass Sees Scale Tip to Bearish Side

    Back in late August Doug Kass correctly said the scale had tipped to the bullish side (link). It appears he now sees the opposite: The U.S. economic recovery remains fragile and is still characterized by excess industrial...

    • Posted October 12, 2010
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  • Alan Greenspan: U. S. Economy May Be Heading for a Double Dip

    Jeremy Warner at cautions that Alan Greenspan appears to have taken to heart the old adage that “if you can’t forecast well, forecast often”. Now he says we are in a pause in a modest...

    • Posted August 5, 2010
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  • Rising Interest Rates: Sign of Strength?

    Jeff Miller, “Some will mistakenly equate a return to normal interest rates as a bearish sign, a loss of stimulation. In fact, it is a sign of economic recovery.” Miller analyzes what a rise interest rates might...

    • Posted February 19, 2010
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  • Doug Kass Downplays Recent Fears

    Doug Kass recently provided his opinion regarding the economic recovery to this point: I have expressed my doubts that the domestic economy began a normal cyclical expansion in the spring of 2009 that is capable of matching...

    • Posted February 7, 2010
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  • Transports May Be Signaling Trouble Ahead

    Michael Kahn writing for Barron’s pointed out the transportation indices have been showing weakness versus the S&P 500 recently. It may be just a blip or it could be signaling there are serious problems with the economic...

    • Posted January 6, 2010
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  • Nouriel Roubini, "Could have a market crash on a global basis"

    Nouriel Roubini, on CNBC yesterday, said he was expecting an anemic economic recovery. Roubini sees continued policy response to fight the downturn. He commented on “a wall of liquidity chasing assets.” Once the dollar stops falling he...

    • Posted October 27, 2009
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  • Allen Sinai Sees Economic Recovery and Continued Stock Market Improvement

    Allen Sinai, President of Decision Economics, and long-time commentator on the economy, said there will be a recovery this fall. It won’t be a strong recovery in his opinion. He was bullish on financial stocks. ***

    • Posted July 17, 2009
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  • Gary Shilling’s Latest Forecast

    Gary Shilling recently spoke at the Forbes Advisor Conference and gave his latest views on the economy. Shilling said excess housing inventories would hinder economic recovery for another year. Shilling was critical of where the majority of...

    • Posted July 14, 2009
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  • Joe Battipaglia, "the consumer is still looking to pay down debt, increase their savings, and curtail their consumption"

    Joe Battipaglia, market strategist at Stifel Nicolaus & Co., further stated, “Investors are fairly comfortable with the notion that the Federal Reserve has accomplished what it set out to do last fall: That it’s stabilized the financial...

    • Posted June 23, 2009
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