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.
<i>Breakfast with Benjamin:</i> How stocks reached a record, who's joined the fast food breakfast battle, Warren Buffett boils it all down and who is @gselevator 'tattletale'?
After six straight quarters of contraction, eurozone may perform as well as the S&P 500 this year.
<i>Breakfast with Benjamin: </i>The average 401(k) balance tops $89K. Plus: Comcast buying Time Warner, Fink likes emerging markets while Buffet shuns Graham Holdings, California drought hits agriculture stocks, and the ultimate smart car.
Actively managed equity mutual funds are expected to distribute capital gains taxes at a far greater rate at the end of this year than any time since the market meltdown.
New study finds Oracle of Omaha has outperformed every long-lived U.S. stock and mutual fund.
The recent spike in stock market volatility has put the financial advice community into scramble mode, with many advisers fielding calls from nervous clients while embracing defensive investment strategies.
Modest $10 billion cut plus reaffirmation of zero-interest rate policy puts nervous investors at ease.
<i>Breakfast with Benjamin:</i> Apple's latest acquisition and what else it has up its sleeve. Plus: Microsoft's latest move; Netflix subscribers using Comcast can breathe easier; small investors get back into the trading game and training advisers to work with women.
<i>Breakfast with Benjamin:</i> Emerging market selloff raises contagion fears. Plus: Short-selling starts to make sense, Bill Gross plans to work till he's 109, Obamacare triggers downgrade of health insurers, economists bicker over minimum wage laws, and tricks of debt-free Americans.
Active strategies, diversification work and are necessary
Today: Who will be happy with Obama's budget blueprint? Plus, a contrarian idea for stocks, tapering already, gold, GMATs and g-forces.
<i>Friday's menu:</i> Gold rides high on the taper effect, playing smart defense with a wide-moat ETF, blaming cold weather in February, stirring the income inequality pot, why you should complete your LinkedIn profile, and the SEC shows some love.
As strategists warned of calamity, investors dropped $3B a week into emerging-market funds.
<i>Breakfast with Benjamin:</i>The Bond King: China's a big risk. Plus: JPMorgan goes on a settlement binge, finance industry tells investors to stay calm, Obama administration catches a CBO boomerang, and some healthy balance sheets for the New Year.
CEO says long-term investors staying the course, blames hedge funds for volatility.
Slight economic improvement keeps central bankers on track as they commit to keeping target interest rate near zero.
Investors shifted record amounts out of U.S. stock funds and into bonds in seven-day period ended Feb. 5, while withdrawing money from emerging-market equities for a 15th straight week.
After a rocky first month of the year and a downright awful start to February, one could be forgiven for wondering whether the stock market is correcting or beginning a longer-term slide. Advisors Asset Management's Scott Colyer takes a look at the bearish case and the bullish case.
