<i>Friday's menu:</i> Both sides of the gold rally. Plus: Who won at last night's Lipper Awards; Yellen gets credit for driving the dollar higher; nearly all big banks pass stress tests; Russian sanctions taking hold; and when to use home equity to buy stocks.
Finra freezes new arbitration cases in Puerto Rico as a flood of claims sends the regulator scrambling to find more arbitrators. Bruce Kelly has the story.
<i>Breakfast with Benjamin:</i>Stocks continue to rally after Putin weighs in while one Fed official hopes for a quicker taper. Also: Obama's budget met with groans, the Comcast-Time Warner deal isn't done yet, Credit Suisse expanding in Asia and Facebook's drone dreams
U.S. stocks sank, tracking a global selloff in equities, as investors sought havens on concern that Russia's military presence in Ukraine could lead to a larger conflict. How long and deep could it go?
The yellow metal is back in the spotlight, but strategists say that despite Ukraine tension, a long-term comeback is not in the cards. <i> Plus: <a href="http://www.investmentnews.com/article/20140303/FREE/140309988" target="_blank">Ukraine worries sink stocks</a>.</i>
<i>Breakfast with Benjamin:</i> ICI resists 'Too Big to Fail' label for fund firms plus Crimea chooses Mother Russia and what that means for the markets. And guess what, the Fed is out of ammo, Pimco spins the Mohamed El-Erian departure while Mr. El-Erian opens a Twitter account.
<i>Breakfast with Benjamin:</i> Asian investors spooked by China economic worries, Ukraine. Plus: Japan concerns surface, U.S. stock valuations not horrible, Washington as a Wall Street battleground and look who's worried about the Treasury market.
But declaring 'independence' comes with hefty taxes &ndash; which trusts can help curb.
They would gives Westerners access to a broader swathe of the economy
Strategists from the Goldman Sachs Group to AMP Capital Investors and JPMorgan Chase are telling clients to hang on after losses that began with currencies in Turkey and Argentina spread to developed markets.
<i>Breakfast with Benjamin:</i> Stocks holding steady after spike. Plus, Global markets shrug off Obama's meager sanction efforts, Yellen tries to have it both ways with rates, the Senate's housing market destruction plan, and 1,000 years of European border shifts.
Friday's menu: Already on edge, investors brace for Sunday's vote in Crimea. And will sanctions against Russia even work? Plus: riding the storm out by staying invested, going long in emerging markets and taking a fresh look at copper. Oh, btw, it's jellybean Friday.
Spike in volatility unnerves clients; some staying the course in anticipation of recovery.
<i>Breakfast with Benjamin:</i> Why most Americans feel they've missed the market's historic bull run. Plus: Warren E. Buffett offers retirement advice, playing defense with luxury goods, Candy Crush at $21 a share, comparing QE to the telegraph, and Ackman's never-ending obsession with Herbalife
Managers use U.S. dollar-denominated bonds, avoid 2013's slide in developing-country currencies.
Also in today's Breakfast with Benjamin: Getting contrarian in 2014, El-Erian picks apart the Fed's taper plans, Morningstar warns against timing this market, more Obamacare taxes coming, and companies that got social media right
Nearly $20 billion has flowed out of emerging-market exchange-traded funds in the last 13 months ($10 billion in just the past six weeks). But these ETFs focused have taken in about $6.5 billion.
Among all the noise over interest rates, economic growth and overextended equity market valuations, advisers could be missing the biggest risk: Ignoring the basics.
Fundamentals remain solid, valuations have improved but significant risks remain.
First Eagle's Kimball Brooker Jr. says the stock market is fairly to fully priced but has pockets of opportunity. Still, he's got a 20% cash position and is making no excuses for it.
