Stock Market

'Definitely a bubble brewing' in stocks: Pro – CNBC.com

“Where I’d avoid is the consumer-related names. Stay away from the retail-type of names. I think consumer confidence is going to be hit hard,” he said. “But I think some of these commodity names take a bid. The dollar continues to get weaker. Emerging market data gets better, so a Rio Tinto, that type of names—those are where […]

The dangers of a stock market melt-up – CNBC.com

“The bull market would be more sustainable if investors fretted about all sorts of possible bearish problems,” he said. The economy isn’t all that strong, for example, and it might be much weaker if the Federal Reserve were not holding interest rates artificially low and buying bonds at a relentless pace. The Fed decided on Wednesday to continue […]

Putting Biotech Stocks Under the Microscope – Barron's – Barrons.com

In 1996, fresh out Harvard, Rajiv Kaul went to work as an analyst covering biotechnology at Fidelity Investments. At the time, the sector was still considered a risky niche—the perfect project for the new guy. “Biotech was viewed like a lottery ticket,” says Kaul, 41. “It was something conventional investors shied away from.”
Where others saw uncertainty, Kaul saw possibility. After […]

Putting Biotech Stocks Under the Microscope – Barron's

In 1996, fresh out Harvard, Rajiv Kaul went to work as an analyst covering biotechnology at Fidelity Investments. At the time, the sector was still considered a risky niche—the perfect project for the new guy. “Biotech was viewed like a lottery ticket,” says Kaul, 41. “It was something conventional investors shied away from.”
Where others saw uncertainty, Kaul saw possibility. After […]