Bill Gross, who recommended shorting the Chinese stock market last month before it plunged, didn't actually do the trade. Instead he wagered against both the S&P 500 emerging market currencies.
<i>Breakfast with Benjamin:</i> Companies in the S&P 500 are generating less and less of their income in the U.S., which means investors might have more exposure to international markets than they think.
<i>Breakfast with Benjamin:</i> For bond investors worried about what might happen when the Fed starts whittling down its $2.46 trillion of Treasuries, there's good news.
Amazon.com, Google and other megacap companies driving market-weighted indexes while equal-weighted compatriots are falling behind.
<i>Breakfast with Benjamin</i>: Avoid these investing missteps when the next bear rumbles through the market.
Even with crude oil now hovering around $45 a barrel, there is debate over whether it is time to buy or steer clear of the global commodity.
<i>Breakfast with Benjamin</i> DoubleLine's Jeffrey Gundlach believes $40 oil is something investors should be worried about.
<i>Breakfast with Benjamin</i>: Tampa-based fund manager to plead guilty to investment fraud in relation to $9M worth of Facebook stock he purchased then sold and was caught short when the stock price rebounded.
<i>Breakfast with Benjamin</i>: China could stand in the way, as their market struggles create a risk of tightening into a slowing global economy.
The potential benefits &mdash; and pitfalls &mdash; of using alternatives to diversify a portfolio focused on capital preservation.
<i>Breakfast with Benjamin</i>: Investors are really starting to sock money away for retirement, which is good news for advisers.
<i>Breakfast with Benjamin</i> The banker was caught sharing insider information with his dad, who then used golf jargon to try and disguise the scheme.
<i>Breakfast with Benjamin</i>: A modest change in employment data won't change the Fed's course.
Emerging stock markets have been flat over past six years &mdash; risks are commodity rout, China slowing and higher U.S. rates.
<i>Breakfast with Benjamin</i> China's stock market rout is being described as just the beginning, with some big moves still to come.
<i>Breakfast with Benjamin</i>: If 13 weeks of falling energy-stock prices has you looking for an entry point, hold your fire: The sector is still very pricey.
Investors shrugged off worries about China and Greece to send the S&P 500 index up 2% last month to its biggest monthly gain since February as most companies reported better-than-expected profits.
A trend toward an old strategy of gaming the market by investing in stocks just before they are added to popular indexes such as the S&P 500 that, by definition, index funds must track has become popular again. And it can be costly to investors.
Advisers need to address environmental issues and how they will affect investments
