- When CEOs start using more profanity it might be a sign that the market is going to heck in a hand basket. Some gosh darn interesting research. The potty mouth indicator
- Investor optimism is becoming an old story, but the implications are still very fresh. Something to worry about
- Portfolio-manager bullishness has a lot of funds positioned for a second-half market rally. 69% expect the economy to improve over the next year
- Yellen speak: A tepid thumbs up while expressing disappointment. Oh boy. 'There's no formula and there's no mechanical answer that I can give you about when the first rate increase will occur.'
- Laddered bond strategies catch the critical eye of an active bond fund manager. A few points to ponder. Taking on risk that should be actively managed
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Investment Insights: The Blogblog
Jeff Benjamin breaks down the game for advisers and clients.
Jul 16, 2014 @ 7:47 am
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