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Is Super-Investor John Paulson Turning Bearish?
(The Motley Fool)
The Motley Fool - On Wednesday, the Financial Times reported that uber-successful hedge fund manager John Paulson had reduced his exposure to stocks. This is the same person who told his investors in a conference call at the beginning of May that "there is a lot of upside in U.S. markets," citing rising corporate profits. When an investor of this caliber changes his outlook in a market that is driven by macro considerations, what are the lessons we can learn?
3 Big Bets on Health Care
(The Motley Fool)
The Motley Fool - There%27s been a lot of turmoil and gnashing of teeth surrounding recent health-care reform, but even in the absence of reform, it%27s hard to deny that the health-care sector will play an increasingly important part in all our lives in the future. Though we have yet to see how these new measures will play out in the real world, you can%27t argue with demographics. A growing elderly population, especially as the first wave of baby boomers retires, means an escalating demand for health-care services.
China Opens the Flood Gates for Gold and Silver
(The Motley Fool)
The Motley Fool - Now that the world%27s attention has drifted away from Europe%27s crisis, the U.S. dollar is back in focus as the troublemaking currency du jour. |
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