<i>Breakfast with Benjamin:</i> Markets don't buy the Fed chief's words. Plus: More data today, who's going after indie advisers, Apple's Pushmi-pullyu, Icahn's intentions, a headline says it all and the Madness begins.
<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.
Fear and greed drive stocks, so the key is not to try to time your exposure to the market but to manage it effectively.
Why should investors avoid talking to company management at firms they invest in? One portfolio manager doesn't and says factors such as an exuberant CEO or creative financial reporting can exert undue influence.
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.
Nuveen's chief equity strategist Bob Doll isn't just making a list of 10 predictions. He's created an investable portfolio of stocks based on those predictions. Jeff Benjamin has the details.
<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.
After 'garden variety' correction, shares rebound with the strength of resilient sector leadership, bolstered by better-than-anticipated earnings and ongoing Fed monetary accommodation.
<i>Breakfast with Benjamin:</i> How investors are playing the markets. Plus: Kitces on the fee vs. commission problem; solving mysteries and who Facebook is leaving in the dust.
The Oracle of Omaha doesn't owe shareholders an apology for falling short of a performance goal at his Berkshire Hathaway Inc., Vice Chairman Charles Munger said at the company's annual meeting.
Warren Buffett won't pay a dividend to his Berkshire Hathaway shareholders but he sure welcomes them from companies he invests in. He stands to rake in $123 million more a year now that companies including Wells Fargo and American Express have been cleared to lift payouts.
The Tesla chief wants to get into military satellite launching. Plus, brokers failing to report trouble to Finra, stocks (and Costco earnings) drop, the Citi/Oceanografia plot thinkens, who you should follow on Twitter, and more.
Spike in volatility unnerves clients; some staying the course in anticipation of recovery.
Breakfast with Benjamin: JPMorgan's Madoff missteps, Prudential's bullishness, ETF inflows' lessons, gold bugs' squashed state and Kraft's Velveeta shortage warning. Plus: pot stocks vs. prison stocks.
<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
<i>Breakfast with Benjamin:</i> Investors not buying gold, the case of one of Wall Street's most respected women, one clear economic indicator, what's the new Amex card about and a cheap BMW (with a hitch).
<i>Breakfast with Benjamin:</i> The Oracle's thoughts on joining the global equities selloff. Plus: Here comes volatility, Berkowitz has words for Fannie, Freddie, hedged ETFs and, of course, Oscar night.
Today: The Gross-El-Erian rift grows as Total Return's performance lags. Plus: It's jobs report day, here's what you need to know; the bitcoin story goes all O.J.; household wealth rallies and whether wealth management and car racing mix. Oh, turn your clocks back this weekend.
