Felix Zulauf, a Swiss money manager, sees the market peak in early 2010 if the US GDP numbers remain strong, and in the fall of 2010 if they weaken. Here’s why:
Ron Baron runs several equity mutual funds focusing on bottom up stock picking. He believes that stocks are cheap. He also discusses real estate.
Marc Faber, a Hong Kong based Swiss analyst, editor of the Gloom, Boom, and Doom report, discusses emerging markets in detail, and the US dollar.
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