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Reasons to be bullish on J.P. Morgan, energy
Ed Cowart, portfolio co-manager of equity income and value strategies at Eagle Asset Management, the $19.5-billion asset management unit of Raymond James, offers up his thoughts on a few market sectors that are catching his eye.
Faber sees 1987-like crash if U.S. stocks rally without QE3
U.S. stocks may plunge in the second half of the year “like in 1987” if the Standard & Poor's 500 Index climbs without further stimulus from the Federal Reserve
A look at Litman Gregory’s balanced portfolio
The following is excerpted from commentary that appears in the April issue of No-Load Fund Analyst, published by…
Best- and worst-performing sector equity funds
Commodities Top 10 Net assets ($M) 3-month return 1-year…
Is the bloom off the rose for Apple?
Stock price of world's most famous tech company sliding ahead of earnings report; 'snowball effect'
New Value Trust chief likes underdog role
Sam Peters expects today to be business as usual — except, of course, that it will be the…
Analysis: Good news from corporations would be overshadowed by bad policy
The following is excerpted from the Q1 commentary letter by the Van Huzen Asset Management investment committee. To…
SSgA rolls out active ETFs
State Street Global Advisors has rolled out its first active ETFs and will focus on tactical allocation.
In the age of Apple and Google, Nasdaq looks beyond tech stocks
On the day Apple further flexed its earnings muscle, Nasdaq wanted to remind investors that it is more than just a benchmark for technology stocks.
Biggs sees pretty big drop in large-caps dead ahead
Expecting up to 7% correction in S&P 500
Hedgies eat crow as equities gain mo’
Amid sustained rally, hedge funds suddenly turn bullish; 'these people have missed it again'
Why Merrill is overweighting corporate credit
The following is excerpted from a report by the Chief Investment Officer Team for Merrill Lynch Wealth…
LPL: Tax rate changes show little impact on markets
The following is excerpted from the weekly market commentary by Jeffrey Kleintop, chief market strategist for LPL Financial.
Divided, we rise (or at least the markets do)
History suggests that investors could benefit from paying attention to the presidential election cycle. In modern times, the fourth year of a president's term has tended to be a positive one for stocks, as the incumbent does all the he can to remain in office.
Time to shift to stocks from bonds: Loomis Sayles’ Fuss
Legendary bond investor Dan Fuss says investors should swap market risk for company risk
China still bullish on equities; U.S. investors should take notice
The following is excerpted from the March issue of The Global Investor Newsletter, published by Euro Pacific Capital.
Why Dennis Gartman went from riding the bull to riding the pine
Economist sees market retreat ahead, heads for the sidelines; just as soon sit this one out
Bonds bigger risk than stocks right now, says Abby Joseph Cohen
Goldman strategist sees S&P 500 ending year as high as 1,600; corporate capex still robust
Correction projection is 5-7% drop: Doll
The current stock market sell-off might result in a 5% to 7% decline if trends from the past…
Advisers eyeball key 1Q earnings to forecast market
Even with the S&P 500 up 9% this year, there is a simmering unease among financial advisers and…
