Why the upward trend for stocks is no more
Plus: Goldman's Cohen says don't chase high-dividend stocks, university endowments become hedge funds, and companies are taking the carbon tax threat seriously
- Following the Occam’s razor principle, which suggests the simplest explanation tends to be the right one, the trend for stocks is no longer your friend. The uptrend is no more
- Goldman’s Abby Cohen advises against chasing high-yielding stocks. Focusing on big dividends is too narrow a plan
- When multi-billion-dollar university endowments become hedge funds, it might be time to start thinking about the tax advantages. Normal hedge funds have to pay taxes, universities don’t
- The newest risk factor for companies is the carbon tax linked to green-house gas emissions, and the number of companies making it a priority has tripled over the past year. Companies are ‘placing their bets about what the future of the policy landscape looks like’
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