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Fund Managers' Exposure To Stock Market Hits New Low – Minyanville

There has been a consistent flow of articles in the mainstream press, such as the Wall Street Journal, Bloomberg News, and the New York Times, expounding on the growing cash pile among established mutual funds that are focused on value stocks.

Most of the funds concentrate on large-cap stocks, but not exclusively. The managers have usually been at the […]

Analyst Predicts A 15-20% Drop In The Stock Market, $1500 Gold …

NOAH, Bloomberg, ReutersAmong Wall Street’s 2014 forecasts, Emad Mostaque’s clearly stands out.The overwhelming consensus prediction on Wall Street for 2014 is that this will be the year the U.S. economy finally takes off, which should translate to a more gains in the stock market and more pain for holders of gold and U.S. Treasuries.
Emad Mostaque, a strategist at NOAH Capital […]

Unlike the Stock Market | The Weekly Standard

Most Americans are not exactly sanguine about the economy. As CNN reports, according to its latest polling:Nearly 70% said the economy is generally in poor shape, and only 32% rated it good.
Could have something to do with the 4 million or so Americans who are considered “long term” unemployed and are not likely to be helped much by such […]

BLACKROCK: Stock Valuation And Investor Sentiment Don't Justify …

Matt Cardy/Getty ImagesFA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors.KOESTERICH: Stock Valuation And Investor Sentiment Don’t Justify Bubble Fears Just Yet (BlackRock Blog) To understand if U.S. stocks are in bubble territory, BlackRock’s Russ Koesterich thinks investors should look at valuation and sentiment. In terms of valuation, he writes […]