On Great Fund Managers
Jeremy Grantham is bullish on Lumbar, Emerging mkts and US Blue Chips
Here are the notes of Mike O’Rourke of BTIG:
IN GMO’s 7 year forecast U.S. High quality names are aberrantly cheap and should provide 7.6% real return per year. In constructing a portfolio Grantham said it should be 40% U.S. Blue Chips, 20% Emerging Markets and 30% EAFE Blue chips. Grantham notes [...]
Marc Faber:15% fall coming and more shit ahead
The Standard & Poor’s 500 Index may drop as much as 15 percent in the next six months as global equity markets extend their decline, according to Marc Faber, publisher of the Gloom Boom & Doom report.
Faber predicted at the beginning of March a 20 percent decrease if the index reached [...]
Danielle Park:Stay Defensive these few months
Drizzt Says:
Danielle Park is a manager that i admired alot and i always tune in to her for rational analysis of the markets. Her partner and spouse is a technician so they provide a very good combination of macro fundamental and technical view of things.
She notes that the fundamentals remain weak for a sustainable bull [...]
To Carl Swenlin:Can we short the market now?
Here is what Carl Swenlin thinks about the current weak technicals and why he is staying on the sidelines instead of going short.
This decision is based upon the conservative assumption that bull market declines will be short-lived, and that a neutral signal eliminates market exposure during a correction, while at the same [...]
Jim Rogers talks on the Keiser Report
Warren Buffett talks about his investment in Goldman Sachs
Here is an interview where the report asks Warren on his opinion on the troubles Goldman Sachs is facing now.
Dennis Gartman Declares Defeat in talking down the market
Gartman is done dithering on this market.
He has thrown in the towel on what ounce of equity bearishness was left in him and will no longer attempt to fight the market.
Read more: http://www.businessinsider.com/gartman-the-bull-rally-is-officially-here-and-im-done-trying-to-fight-it-2010-4?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+clusterstock+%28ClusterStock%29&utm_content=Google+Reader#ixzz0ku3NE3Q9
Warren Buffett could be a closet dividend investor
Although Berkshire does not pay out dividends, the shareholders don’t mind. That is because the ROE for Berkshire have been astounding. When your one dollar works harder when invested in Berkshire as compare to Apple for example, you wouldn’t mind leaving that one dollar with them. Else, you would demand that they pay that out [...]
Did Paulson and Soros follow this man to invest in Novagold
GoldBugs will view this as a good news. These superinvestors are making a big bet on Gold and its interesting that they could be the second wave to invest in this supposed new bull market:
Their investments in NovaGold were big news. A number of investors follow Paulson and Soros and soon wanted to [...]
Why Warren Buffett is interested in Wine Investing
We got news today that Warren Buffett is bullish on U.S Wine:
A subsidiary of Warren Buffett’s Berkshire Hathaway has struck a deal to purchase Atlanta-based Empire Distributing, which has operations in Georgia and North Carolina. Empire is owned by brothers David and Michael Kahn. That subsidiary is grocery distributor McLane, worth $34 billion. Bill Anderson’s [...]
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