Hedge fund manager David Einhorn says his favoured strategy of value investing – buying out-of-favour companies – has struggled as growth company stocks have shot up.
Faltering consumer confidence which raises the prospect of “a more significant economic slowdown in the second half of the year”, says JP Morgan’s Stephanie Flanders.
Oakmark Select’s Bill Nygren agrees that US stocks are expensive – but not overvalued.
The former chancellor of the exchequer was bang on the money when he predicted the worst in 2008. And he is particularly optimistic now.
Everything might look well in the world’s biggest economy. But shortseller Jim Chanos spies trouble ahead in the data.
The mania in cryptocurrencies is one more proof of the prevalence today of financial naivety.
Trump’s administration is a boon to American entrepreneurs, reckons hedge-fund founder Ken Griffin.
Chinese banks are running to stand still, reckons hedge-fund manager, Kyle Bass.
Investment guru Marc Faber reckons we could be heading for an epic decline in asset prices.
Kyle Bass made $500m after buying credit default swaps on US subprime mortgage securities in the run up to the financial crisis.
Macron’s win is a victory for the status quo, says Hugh Hendry, which mans European sovereign bon yields will start to rise.