The markets are set to open with frayed nerves
<i>Breakfast with Benjamin:</i> Investors' nerves are fraying and that's not a good thing. Plus: Spiking demand for U.S. Treasuries, dodging corporate taxes, the ABCs of liquid alts, risk-adjusted sector performance, and boning up on your Cinco De Mayo history.
- Buckle in for a bumpy Monday as global equity markets shake off the weekend with a grumpy reaction to the latest Chinese manufacturing data and whatever else can justify a move toward the exits. U.S. markets poised to open lower
- Increased demand for long-term U.S. Treasuries has little to do with yield and little to do with a flight to safety. You can blame it on new rules to address pension fund shortfalls. Downward pressure on yields
- As U.S. companies continue to reincorporate abroad we might want to start taking a closer look at the real driving force: a punishing corporate tax code. Why tax reform is so important
- You can try and ignore it, but liquid alternatives are not going away any time soon. With that in mind, here's a basic primer on how to guide your clients through the space. Where to focus
- Taking a gander at this year's sector performance on a risk-adjusted basis. Spoiler alert, utilities rule the day. What has and has not worked so far this year
- A novice's guide to Cinco De Mayo. It's not just an excuse to line up tequila shots
