Seth Klarman: Investors Being "Boiled" By Degrees
Klarman said the Federal Reserve’s decision to slash rates since the COVID-19 pandemic took control has left the market in a topsy-turvy state.
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Bob Doll: No Big Shift In Washington, Bright Skies Overseas
Bob Doll at Nuveen is famous for his annual predictions. This year he sees good things for the economy, but maybe not for stocks. Here's the list.
Bank of America: Bitcoin Is The Mother Of All Bubbles
BofA cited the froth in cryptocurrency prices as yet another example of “increasingly speculative” investing behavior. No crash yet but unsustainable.
Gundlach: Market Braced For "Regime Change"
Never mind Washington. Wall Street is struggling with the need to make a peaceful transition from the COVID economy, the bond king proclaims.
Morgan Stanley's Key Themes To Watch In 2021
“We see a V-shaped recovery, but history tells us that every recession brings some economic scarring," the otherwise bullish outlook cautions.
Strategists: No Yield Relief In 2021
Income-seeking investors need to accept a little more risk if they want more yield. That means considering dividend-paying stocks or going overseas.
Why Bank Stocks Are Back
“The best is yet to come,” BofA analyst Erika Najarian wrote, as 2021 is likely to be a strong year for banks due to optimism about fiscal stimulus.
