Policy critics charge the markets are 'artificial,' but some strategists say the central bank can manage continued stimulus pullback.
The last <i>Breakfast with Benjamin</i> menu of the year features: A cautionary tale on chasing performance; why active management is not dead yet; cheap oil claims its first energy-sector victim; and a reminder that annuities are not investments.
<i>Breakfast with Benjamin</i> features a contrarian market call from Societe Generale that seems obvious. Plus living in a world where oil is cheap, making the most of year-end client reviews, and nine tweets that made news this year.
As the stock market wraps another solid year, advisers are beginning to wonder how long the indexed-investing run can last and are startign to think about risk management, which means looking for active managers.
<i>Breakfast with Benjamin:</i> Cheap oil draws interest in energy ETFs. Plus: Finding value under the hood of hedge funds, how to talk like a Wall Street guru, and get insurance or get ready for Obamacare taxes.
On the <i>Breakfast with Benjamin</i> menu today: Mohamed El-Erian breaks down the better-than-expected economic growth numbers. Plus: Warren Buffett's big year, gold investors are only starting to feel the hurt, and finding value where others only see tax-loss selling.
As economic strength and Fed policy push the greenback to a 7-year high, market strategists see knock-on gains for other assets.
Giving the Fed credit and blame for pushing markets past fundamentals.
Midweek <i>Breakfast with Benjamin:</i> If it isn't Bill Gross, it's something else. Plus: The Russia crisis is hitting some 401(k)s too; the bull market could be in jeopardy; who's going to calm the markets; cuts at Wells and giving finance a bad name.
Monday's <i>Breakfast with Benjamin</i> features stocks poised to move higher in a holiday-shortened week. Plus: Lots of data in just a few days, OPEC plays a game of chicken, and using dividend stocks to make up for an under-funded retirement portfolio
