Thursday, Nov 29, 2012
Mike Foss
portfolio manager, Brown Advisory Equity Income (BADAX)
MoneyLife Market Call
Links: www.brownadvisory.com
Thursday, Nov 29, 2012
Darren Schuringa
founder, Yorkville Capital Management
The Big Interview
Wednesday, Nov 28, 2012
Kimberly Foss
president, Empyrion Wealth Management
The Big Interview
On Twitter: @KimberlyFossCFP
Links: www.empyrionwealth.com/
Wednesday, Nov 28, 2012
Peter Lang
Wednesday, Nov 28, 2012
Ryan Jacob
Tuesday, Nov 27, 2012
Matt Lloyd
chief investment strategist, Advisors Asset Management
The Big Interview
Links: https://www.aamlive.com/blog
Monday, Nov 26, 2012
Tom McIntyre
Monday, Nov 26, 2012
Matthias Kuhlmey
managing director and partner, HighTower Advisors, New York
Economy Watch
On Twitter: @HighTowerAdvsor
Links: http://hightoweradvisors.com/who-we-are/hightower-advisors/matthias-paul-kuhlmey/market-view-blog/
Friday, Nov 23, 2012
James Swanson
chief investment strategist, MFS Investment Management
Big Interview
On Twitter: @followMFS
ShortHeadline: Swanson: Fiscal cliff will be more like a 'bump'
DetailInformation: James Swanson, chief investment strategist for MFS Investment, says investors will see a “fiscal bump” rather than some dire fiscal cliff. In “The Big Interview” on MoneyLife with Chuck Jaffe, Swanson noted that “all of the telltale indicators we’re getting from Washington tell us that there is a deal coming. It’s going to involve some horse trading, but we’re going to see a fiscal bump, not a fiscal cliff.” Swanson said he foresees the economy showing stronger growth going forward than most people expect, thanks to a pickup that is starting to become visible in housing. “This part of the economy … will pull the economy past the fiscal bump and into better growth than people expect next year,” Swanson said, “and I think it’s a very important element of what’s going on.” Swanson said the pickup in housing has a ripple effect that spreads to a number of other industries, and he noted that the impact on the plumbing-accessory industry, hardware and paint companies hasn’t become evident yet. “Look at where that ripple effect begins to lead you,” Swanson said. “Housing is at depression-type levels now — only 2% of GDP — and we only have to go halfway back to the 50-year average of 4.5% of GDP, and we will add 1.5% to our economy in the next 12 months. And, with the multiplier effect, that continues to ripple through and will add jobs. “I also think you just want to own equities next year anyway because all of this hand wringing is missing the point that the economy has some strong fundamentals behind it.” Swanson said he particularly likes the look of regional banks and the IT sector — both hardware and software technology firms — as places where people can invest “to gain an advantage here.”