<i>Breakfast with Benjamin:</i> The financial sector has been a laggard and in fact hasn't been an early cycle winner since 2011. But the picture is getting brighter.
Legendary activist investor sounds the alarm while BlackRock CEO pushes back.
Even though Morningstar, for the second year in a row, has released its analysis dubbing the DoubleLine Total ReturnBond Fund not-ratable, analyst Sarah Bush is unable to get around pointing out that it's pretty good.
<i>Breakfast with Benjamin</i>: Oil stocks are starting to attract investors seeking safety, and that should be cause for concern.
Common assumptions that come with investment strategies don't always reflect reality.
Chief investment strategist says liquid investments are being challenged to offer competitive returns.
Central banker repeats pledge that pace of subsequent increases will be gradual.
<i>Breakfast with Benjamin</i>: Gary D. Cohn, president and COO of Goldman Sachs, believes the economy and markets are in no shape for higher rates.
<i>Breakfast with Benjamin</i>: Teaching economics to a presidential contender isn't easy. Unless the economic advisers agree with the preconceived views of the candidates, the relationship can be testy and useless.
<i>Breakfast with Benjamin</i>: Jeffrey Gundlach has been bracing for trouble in Greece and Puerto Rico by loading up on Treasuries and Ginnie Maes.
Findings in a report by U.S. Treasury and other agencies could spark debate on Wall Street about whether a series of rules implemented under Dodd-Frank have reduced liquidity in the bond market.
Any market pullback is seen as a buying opportunity.
Fixed income managers cut year-end estimates for Treasuries even as strong economic numbers raise chances of a rate hike this year.
Investors stick with $22.6 billion fund as famed manager calls reason for negative returns temporary phenomenon.
<i>Breakfast with Benjamin</i>: The market bears are getting bolder as they start to come out from a long hibernation, which doesn't really bode well for the bulls.
ETF holds up better than other funds that own riskier, lower-rated debt, which had their worst monthly outflows ever.
If the island can't pay back all of its debts, some fund holders could suffer haircuts.
<i>Breakfast with Benjamin:</i> An economist says Janet Yellen and the Fed are too chicken to raise rates, but at the same time the FOMC is trying to reassure markets that rate hikes will be slow and deliberate.
Bond manager says most investors have yet to be tested with a long-term downtrend and that's when liquidity will be an issue.
Understanding the impact of the supply-demand behavior is much more critical than ever.
