investing

In keeping with my the-sky-is-not-falling meme, I want t present yet further evidence that major market bears are increasingly seeing this market as a stock picker's dream. We're talking about Steven Leuthold, Bill Fleckenstein, Fred…

This prediction does make for a scary headline and gets Louise Yamada some buzz. But, Yamada is a technical analyst and is saying absolutely nothing about the fundamentals here. You should also note that Jeremy Grantham has said similar…

I was just discussing the recent revelation by the Federal Reserve's Don Kohn that the Fed has secretly been aiding the banking sector via AIG (here, here and here), when it was pointed out to me that a number of smart investors have been…

Martin Fridson is one of the best known high yield bond analysts out there. For a very long time he was the head of Merrill's high yield research group, the group that analyses the prospects of debt issued by companies with non-investment…

After another brutal day in the market, whether the market is bottoming does not seem like the question on most people's minds. Ten stocks declined for every one up today -- and on heavy volume. Retail investors are clearly switching into…

Oppenheimer has a research note out today that calls Tim Geithner an "evil genius." The genius moniker comes from the steady creep up the capital structure, giving Geithner access to huge pools of money as the Treasury dials for dollars.…

Bill Fleckenstein is a well-known money manager and write over at MSN Money. He has been fairly bearish on the medium-term outlook for U.S. equities and technology stocks in particular for some time. His viewpoint stems from what he sees…

In a Fortune article about how the market is hitting new lows, Jeremy Grantham predicted we will see a material new low. He's talking about 600, or mind you, 450 on the S&P 500. Now, that's low. Nevertheless, he's fairly bullish…

The overall stock market may be declining, but that does not mean there are no bargains to be had.  Witness this article about John Paulson, the famed hedge fund manager who made billions shorting stocks over the past years. Distressed…

Fellow econblogger Michael Panzner of Financial Armageddon was on Bloomberg TV and radio today telling folks what all of this credit crisis, bear market, nationalization stuff really means for globalization, the U.S. and stocks.  He…