- This year's surprising bond market rally is really about economic false starts and guarding against rates that never rose. Mohamed El-Erian breaks it down. When interest rates don't rise
- Both retail and professional investors are getting cautious and loading up on cash. This is either really good or really bad. Walls of worry are everywhere
- Gold is up again, cresting the $1,300 mark as equities look weaker. Testing the top end of the range
- Deep-water drilling as an income play. Two companies that are still getting it done. Transocean (RIG) and SeaDrill (SDRL)
- The missing pieces of Thomas Piketty's face-off with capitalism. He overlooked the impact of technology and globalization as generators of wealth superstars. Increased inequality is not an iron law of capitalism
Investment Insights: The Blogblog
Jeff Benjamin breaks down the game for advisers and clients.
2014's oddly logical bond market rally
Plus: Retail and professional investors get cautious, gold tops $1,300 an ounce, the income opportunities in deep-water drilling, and clarifying Thomas Piketty's attack on capitalism
May 19, 2014 @ 7:39 am
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