<i>Breakfast with Benjamin</i> The direction of bond yields does not bode well for the equity markets.
String of negative earnings don't support stock price valuations.
<i>Breakfast with Benjamin</i> The sudden rally in Japan has some citing a turnaround, riding on the wave of Abenomics.
Being early is the same thing as being wrong.
Some funds up more that 100% so far this year.
Little to indicate the ETF industry is fully prepared for a major rush to the exits by investors.
Safe haven currencies, bonds and metals soothed some wounds.
<i>Breakfast with Benjamin</i> DoubleLine's Jeffrey Gundlach says a Donald Trump presidency would be bad for bonds, but good for stocks.
OppenheimerFunds, Franklin Templeton maintain big exposure to the troubled island's debt.
First Eagle Overseas Fund's large cash holdings gives it a 'leg up' when markets turn choppy.
<i>Breakfast with Benjamin</i> Liquid alternative strategies are growing up, and that means some growing pains.
The Boston fund giant is lowering expense ratios on 27 index funds and ETFs.
Supporters of 529 plans want tweaks to law that caps fund changes at two per year, which could spur adviser interest in managing them.
The larger trend toward passive investing, as well as cost-consciousness on the part of plan sponsors and general industry push to lower expense ratios, are at play.
But they're remarkably short on what to buy.
