Jeff Benjamin

Investment Insights: The Blogblog

Jeff Benjamin breaks down the game for advisers and clients.

Obama administration's call for boycotting Russian stocks falls flat

Plus: Fed warns there's always time to worry about bubbles, Morgan Stanley doubles down on biotech, the cloud computing frenzy marches on, activist investor challenges Coke management perks, and index investing to cut the tax bill

Mar 27, 2014 @ 7:49 am

By Jeff Benjamin

  • No offense, Mr. President, but short-sellers are not taking your advice on Russian stocks. In fact, it seems the market is doing the opposite of what the Obama administration has suggested with regard to Russian investments. So much for White House influence

  • Fed's Bullard reminds the markets that bubble risk doesn't go away just because the Fed becomes less accommodative. In other words, sleep with one eye open. Unconventional policies

  • Where some see a bubble in biotech, Morgan Stanley gets ready to double down. Up 200% since 2011

  • Box Inc. plans to go public in the latest sign of the cloud computing frenzy. Did somebody say bubble? What could go wrong?

  • Activist shareholder Wintergreen Advisers is looking for help from Warren Buffett to challenge the sweet rewards Coke is serving to management. Coke management gets 14.2% of share capital, worth $24 billion

  • Index investing might be boring, but you will recognize the beauty of the strategy come tax time. Five ways that index investing cuts taxes

0
Comments

What do you think?

View comments

Recommended for you

Featured video

Events

Big trends in RIA acquisition

Consolidation is continuing. Acquisitions and mergers are on the rise. Is there an AUM threshold that advisers need to reach for a practice to be viable? Captrust's Rush Benton offers some perspective.

Latest news & opinion

Nontraded REITs to post worst sales since 2002

The industry is on track to raise just $4.4 billion, well off the $19.6 billion it raised just four years ago, as new regulations hinder sales.

Broker protocol for recruiting a boon for clients

New research finds advisers whose firms have joined the agreement take better care of customers.

Meet our 2017 Women to Watch

Introducing 20 female financial advisers and industry executives who are distinguished leaders, advancing the business of providing advice through their creativity and hard work.

Raymond James executives call on industry to keep broker protocol

Also ask firms to pay for the administration of the protocol to 'ensure its longevity and relevance.'

Senate committee approves tax plan but full passage not assured

Several Republican senators expressed reservations about the bill, and the GOP cannot afford too many defections.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print