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ANALYST: I Just Traveled Around The World, And Almost Every Investor Has The Same Bullish Thinking
These last few days notwithstanding, markets have really been on an incredible tear. So what are real investors thinking? Nomura’s interest rate strategist George Goncalves has a great weekend note out in which he relays some observations...
- Posted 97 days ago
FINANCIAL ADVISOR INSIGHTS: Investment Newsletter Writers Haven’t Been This Bullish On Stocks In 13 Years
FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors. Financial Advisors That Helped Make ETFs Mainstream Are Finally Feeling Vindicated (The Wall Street Journal) Financial advisors who...
- Posted 98 days ago
Morgan Stanley: A Pattern That’s Held For Two Decades Shows Why Investors Are So Bullish On Japan These Days
Morgan Stanley analyst Gerard Minack is always an intriguing read: In his latest note he talks about output gaps and fiscal policy, and argues that fiscal policy has been particularly robust during this slump, in part because...
- Posted 109 days ago
More Bullish Numbers From One Of The Best US Economic Bellwethers (SWFT)
The trucking industry may be the best economic indicator out there. Earlier today, we learned that the American Trucking Association believes Q1 is likely to be a bit weak as new taxes bite. But we just got...
- Posted 114 days ago
GOLDMAN: Our Bullish Call On Chinese Stocks Will Pay Off This Year
Goldman Sachs may have been significantly off the mark on its call for a bumper rally in Chinese equities in 2012, but this year, the U.S. investment bank is confident that its upbeat outlook for the market...
- Posted 131 days ago
BANKS WIN: Industry Scores Surprising Regulatory Victory That Could Be Bullish For The Economy
Interesting banking news development over the weekend… The Basel Committee (which sets global requirements for liquidity and capital ratios for banks) has announced an unexpected easing of rules. FT’s Brooke Masters has the story, which involves looser...
- Posted 131 days ago
3 Bullish And 3 Bearish Points To Consider For 2013
In money management long term success lies not in garnering short term returns but avoiding the pitfalls that lead to large losses of invested capital. While it is not popular in the media to point out the...
- Posted 132 days ago
JPMorgan’s Tom Lee Doesn’t Like How Everyone Else Is Turning Bullish On Stocks
JPMorgan’s Chief US Equity Strategist Tom Lee is known on Wall Street for his typically bullish outlook on the stock market. Lately, however, his views on where the S&P 500 is headed from here haven’t been as...
- Posted 134 days ago
The Majorly Bullish Wall Street Analyst Who Is Also A Distributor Drops Her Coverage Of Herbalife (HLF)
Interesting… B Riley Caris analyst Linda Bolton Weiser, who is an Herbalife distributor and also covers the company for her firm, dropped coverage on Monday of the multi-level marketing company that sells weight loss and nutritional supplements....
- Posted 144 days ago
The Most Accurate Economist On Wall Street Sees A Big Bullish Wildcard For America (XHB)
One of the most bullish economic stories in the world has been the recent recovery of the U.S. housing market. Maury Harris, UBS’s Chief U.S. Economist, is particularly optimistic considering the snapback of housing formation, which is...
- Posted 148 days ago