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Commentary/opinion

Displaying 154 results

Topic

Securitization makes a comeback

Breakfast with Benjamin: Securitization comes back and it's not all bad...Plus, how JPMorgan is positioned for rising rates, Deutsche Bank suspends currency traders, GM pays a dividend, and more minimum wage math.

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Troubled SAC Capital hedge fund becomes a family office

Breakfast with Benjamin is back. Today: SAC Capital is now a family office; gold and silver start to shine; navigating bonds with ETFs; another debt-ceiling fight; cheaper gas in 2014; and the biggest product flops of 2013.

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Advocate says no SEC action may be preferable on fiduciary duty

Piwowar stance makes clear the commission is split

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  • July 14, 2014

Citigroup’s Mexican unit under FBI scrutiny for alleged fraud

Breakfast with Benjamin: Citi under the FBI microscope. Plus: Using P/E ratios to dispel bubble theories, re-calculating the size of the nation's oil reserves, big banks and big overdraft fees, GM and political grandstanding, and it's always a good time to teach kids about money.

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  • July 9, 2014

Must you, should you, pay your interns?

Most advisory firms pay summer interns, but those that don't say the experience is still worthwhile.

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Barclays looks like the latest bank to back away from commodities trading

Breakfast with Benjamin: Barclays backing away from commodities. Plus: Goldman hangs tough in the commodity-trading arena, getting esoteric with income investing, riding on an M&A high, and IRS bonuses whether you've paid your taxes or not

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Jobs report looks beyond the winter blues

Friday's menu: Jobs report looks past winter blues; investing in weed for a pot of gold; GM execs get PR all wrong; five funds set to bounce: jumping on the HFT bandwagon, and when the rich don't feel rich

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  • July 3, 2014

How inStream’s business model pivot will affect adviser tech spending

Plus tech experts on the trends that are sure to affect all advisory businesses, and how some new integrations can provide marketing resources to grow online audiences

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  • June 20, 2014

Latest Betterment, LearnVest fundraising elicits a Twitter firestorm

[View the story “Betterment, LearnVest and the robo-adviser landscape” on Storify]…

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  • June 10, 2014

Bond ETFs posted a good start to 2014, though March showed its lion’s side

Surprising comments by Fed chief Janet Yellen on rate hikes gave bond markets a bad scare.

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Is there a popup opt-in revolution under way?

More sites are finding value in using popups to increase the reach of opt-in e-mail lists.

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  • May 22, 2014

Ukraine’s new resistance to Russia draws attention back to the macroeconomic fallout

Friday's menu: Ukraine heats up and fund winners and losers come into focus. Plus: Fed-speak clarity: an oxymoron? Bank loan funds fall victim to Fed policy, Obamacare drags us back to the 1950s and banks square off with Big Labor in Vegas.

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Taking a closer look at tax reform

House Ways and Means Committee Chairman Dave Camp, R-Mich., has proposed sweeping changes to the Internal Revenue Code.

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  • May 11, 2014

PE giant Carlyle Group is eyeing the retail investor market and liquid alts

Breakfast with Benjamin: Private equity giant wants in on liquid alts. Plus: QE might have a fueled high-inflation cycle, the small-cap stock ride is ending, time to get some defense in that portfolio, and the poor outlook for the long-term unemployed

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  • May 4, 2014

Gross: Get to ‘old normal’ and you’ll see growth

Appreciating assets will lead to respectable growth rates and a reduction in unemployment, Pimco chief said in monthly outlook.

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  • May 2, 2014

Yellen takes another stab at offering clarity on Fed policy without jarring the markets

Breakfast with Benjamin: Can Janet Yellen and her Federal Reserve colleagues avoid roiling the markets? Plus: Visa and MasterCard tighten screws on Russian banks, bond ladders get snubbed by a fan of bond barbells, checking the math on alternative-investment performance, and the momentum-stock nosedive is real.

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  • May 2, 2014

Global markets start to realize the risks of Russia’s move into Ukraine

Friday's menu: Investors waking up to Putin's Russia risks. Plus: Russia's debt downgraded as Kerry issues another warning; U.S. manufacturing comes back (but housing has not); how about this call: gold to hit $5,000 an ounce; the SEC starts to dissect liquid alt funds; and how sanctions are supposed to work.

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  • May 2, 2014

As Ukraine heats up, Obama “tees up” more sanctions, and the market turns a blind eye

Breakfast with Benjamin: Obama tees up more sanctions. Plus: Financial pros warn against ignoring Ukraine's significance, the housing market is being hurt by basement dwellers, epic Medicare fraud, safe investment bets surprise in 2014, and $1 million saved for retirement is now considered a good start.

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Sugar-coating the data to downplay retirement-income challenges

Breakfast with Benjamin: Sugar-coating data to downplay retirement-income challenges. Plus: Simplified Fed-speak, ETFs continue to threaten active management, leveraged-loan fund investors hit the bricks, and there are still undervalued stocks worth considering.

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No longer able to blame winter weather, economists see real weakness in housing

Breakfast with Benjamin: The truth of the housing market is about to hit. Plus: A fresh batch of market data to start your week; the rich have gotten richer since the financial crisis; stocks are being called overpriced; and why working for a hedge fund is better than working at your company.