- As the unrest in Ukraine gets more real by the day, the financial markets start to show signs of caution. In macroeconomic parlance, there are early signs of a persistent momentum move unfolding, and you might want to get ahead of it. Investors start to seek shelter
- Russia's debt-rating gets trimmed to one notch above junk status, which is probably at least one notch above where it should be. A slow and steady selloff of Russian assets
- Kerry warns Putin to stop the Russian military drills or he might be forced to issue another stern warning. Don't make me stop this car
- The U.S. manufacturing renaissance that Schwab's Liz Ann Sonders has been promising for years is finally starting to show up. The data show U.S. manufacturing has reached No. 2 behind China in terms of global competitiveness. Worker productivity has doubled since the 1960s
- But the housing recovery has stalled in a big way. Housing in U.S. cools as rate rise hits sales
- Peter Schiff remains outside the mainstream sense of reality with another prediction of gold at $5,000 an ounce. Consensus expectations for the U.S. recovery and Fed actions are all wrong
- The SEC, following the lead of last year's Finra warning, plans to take a closer look at alternative strategy mutual funds. Spending six months studying 25 funds
- Five examples of how international sanctions work, or are supposed to work. The U.S. and Iran have been at loggerheads for 35 years
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Investment Insights: The Blogblog
Jeff Benjamin breaks down the game for advisers and clients.
Apr 25, 2014 @ 7:41 am
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