Bob Doll Hears A Bell Ringing At The Bottom
Another bottom caller: Bob Doll, Chief Investment Officer at Blackrock, called a bottom this morning on CNBC’s Squawk Box (9 minute video clip).
Another bottom caller: Bob Doll, Chief Investment Officer at Blackrock, called a bottom this morning on CNBC’s Squawk Box (9 minute video clip).
In investing, opportunities arise when perception and reality diverge. Hence, it is important to understand not only reality but perception as well. This is a difficult concept to understand but, in my opinion, is the key to superior performance. *****…
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It was psychologically painful in 1999 to give up making money on the way up and to expose yourself to the career risk that comes with looking like an old fuddy duddy. Similarly today, it is both painful and career…
“A full fledged recession is now priced into bonds and is increasingly priced into stocks.” – Jim Paulsen (subscription required), Chief Investment Strategist, Wells Capital Management “We see US equities as being about 10% to 15% too cheap.” – Greg Fedorinchik (subscription…
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right hand corner of the website. …
Everyone can see and feel that this is different and can sense the bizarre nature of the market response: we are in the top 10% of historical price earnings ratios for the S&P on prior earnings and simultaneously are …