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Is modern portfolio theory bunk?

April 19, 2012

A basic tenet of modern portfolio theory is that investors who are willing to take on greater risk can expect a greater reward. But a new study released this week turns that belief on its head, claiming that less risky stocks, as measured by...

The dangers of unchecked optimism

January 23, 2014

Roughly two weeks ago we introduced you to the Crosby Irrationality Index, a 0 to 100 gauge of market sentiment constructed from a weighted mix of fundamental and technical indicators. At last report, we appraised the market to be “highly-optimistic-but-not-quite-downright-manic”...

How to outperform using boring old index funds

January 20, 2014

One of the most common knocks against index funds is that they guarantee you average returns minus fees and, by golly, clients need above average returns or else they're going to start looking for a new adviser. But it's silly to think that...

The 'worst personal-finance video ever'?

March 16, 2012

The Columbia Journalism Review takes CNNMoney to task for a video on how to improve your odds of winning a lottery. The clip features tips from "seven-time lottery winner" Richard Lustig, who advises setting a budget for lottery tickets, avoiding...

Best performer of the next decade? Here's what advisers think

March 14, 2012

Over the last decade, advisers and their clients have seen it all - recessions, rallies, record-setting intra-day swings (both ways) and, at times, unprecedented correlations across asset classes. It's no wonder that clients are still somewhat...

Grantham: Investors should heavily underweight U.S. equities

February 29, 2012

The following is excerpted from Jeremy Grantham's latest GMO Quarterly Letter. To read the full letter, click here. GMO Performance in 2011 Was Quite Good In Asset Allocation, being overweight in emerging hurt us, as did lack of duration and...

INsider: What adviser Ben Bernanke is telling you to do

January 30, 2012

Amid all the noise that typically surrounds anything the Board of Governors of the Federal Reserve does, it might be easier simply to think of Fed Chairman Ben Bernanke as your personal investment adviser. While he may not have full discretion...

INsider: Investors tuned in to Greek drama, not rest of Europe

January 17, 2012

If the global financial markets seemed uncharacteristically calm following the raft of European debt downgrades announced Friday, it's because a) the markets had long been expecting the downgrades and b) at the moment, the markets are actually...

Why active equity managers should be scared of Gundlach, Gross

November 22, 2013

If actively managed equity mutual fund managers aren't shaking in their boots yet, maybe they should be, because bond superstars Bill Gross and Jeffrey Gundlach seem to have figured out this whole beating-the-stock-market thing. Both Mr. Gross'...

INsider: P-E firms may be Morgan Keegan's last, best hope for deal

October 12, 2011

If the sale of Morgan Keegan by Regions Financial doesn't happen soon, it may not happen at all. According to a Reuters story published on Monday, a consortium of private equity buyers including Thomas H. Lee Partners, the Carlyle Group and...

In Facebook's wake, will exchanges face scrutiny in Twitter IPO?

November 6, 2013

Eighteen months after Facebook Inc.'s initial public offering was crippled by a Nasdaq OMX Group Inc. computer, equity markets get a shot at redemption Thursday when the New York Stock Exchange hosts the debut of Twitter Inc. While faulty trades...

How 'smart beta' ETFs turned closet indexing into a winner

October 23, 2013

Actively managed equity mutual funds that don't make big bets versus their benchmarks have been shunned by investors, but a handful of funds that rely on factors, or “smart beta,” have proved that you don't need to make big bets to outperform....

Behavioral finance is dead?

October 17, 2013

Ancient Grecians believed in geocentricity, the idea that the Earth is the center of the Universe around which all others objects orbit. In classical antiquity, it was widely supposed that the body contained four humors, blood, black bile, yellow...

Stocks over the next decade: Fed, GAO see very different pictures

August 23, 2011

Depending on which government report you read, the stock market either will take a dive once baby boomers sell off their stocks — or it won't. The Federal Reserve Bank of San Francisco added fuel to this month's market volatility with the...

Birinyi's Rubin offers startling prediction for S&P 500

June 14, 2011

Birinyi Associates Inc.'s Jeffrey Yale Rubin said the firm is bullish on equities this year, while Dean Curnutt of Macro Risk Advisors says the performance of stocks depends on the actions by the Federal Reserve. “For the remainder of the...

Info on closed-end funds scarce – but advisers hawking them anyway

April 28, 2011

Financial advisers are hungry for more research on closed-end funds. Apparently, though, that dearth of information is not so great that it prevents some advisers from still selling the products to their clients. This is among the takeaways...

Then and now: Startling numbers, 1998 and 2013 - Unemployment rate

June 23, 2013

1998 4.3% 2013 7.5% (As of April; seasonally adjusted. Source: Bureau of Labor Statistics)

10 billionaires with the biggest bets on art - Samuel Irving Newhouse Jr.

June 10, 2013

Est. net worth $7.1B Value of collection $700M Pct. of net worth 9.9% (Source: Wealth-X Research)

Brokerages' forecasts for the S&P 500

September 23, 2010

The table below presents estimates from strategists at brokerages for where the Standard & Poor's 500 Index will finish 2010 and how much profit companies in the benchmark measure of U.S. stocks will generate. Firm Stategist 2010 close 2010...

Pimco's Gross: There will be haircuts

May 7, 2013

“Good as Money,” proclaimed the ad for Twenty Grand Vodka infused with Cognac. Being a beer drinker, and never having cashed in a Budweiser to pay for a fill-up at the local gas station, I said to myself “Man, that must be really good...

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