Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
El-Erian: Market's 'Outsized Reaction' to Inflation Data Came After Getting 'Carried Away'
By Dinah Wisenberg BrinThe Federal Reserve needs to make three rate cuts and shouldn't wait too long, the Allianz economist cautioned.
February 12, 2024
Shilling, Rosenberg: 5 Red Flags, One Green Flag for InvestorsStocks are hitting new highs, but the picture isn't as rosy as it seems, Gary Shilling and David Rosenberg say.
February 05, 2024
Big Tech Stocks Face High Bar to Sustain Gains in 2024While Nvidia's revenue is expected to soar 119% from the year prior, Alphabet's is seen dropping 7%, according to Bloomberg data.
February 01, 2024
Josh Brown: Fed Decision Is a 'Very Big No-Big-Deal'"Everyone is working, people's bills are being paid, the market seems fine, the economy seems fine," he says.
January 31, 2024
Gundlach: Fed Signal Threatens 'Goldilocks' ScenarioThe DoubleLine CEO sees a stall in the inflation rate decline, dampening hopes for a soft landing.
January 30, 2024
'Big Short' Investor Shrugs Off Warnings on Deficit, StocksSteve Eisman, now with Neuberger Berman, says he's "more long-oriented" on the U.S. market despite others' deep concerns.
January 29, 2024
Why Vanguard's Bitcoin Stance Is a Good Move: MorningstarThe move by the fund giant is in line with John Bogle's view that investors "avoid bitcoin like the plague," wrote John Rekenthaler.
January 22, 2024
Jeremy Siegel: Stocks Can Thrive Even With Fewer Rate CutsThe market rally should broaden this year but sentiment continues to favor big tech stocks, the economist said.