Displaying 154 results
Will rates rise if Ben Bernanke is replaced?
Even if Chairman Ben Bernanke is replaced after his term expires, the risk of the Fed stepping on the brakes in 2013 appears small.
How future GDP could drop to 1% annual growth
GMO's Jeremy Grantham recently wrote that 3% annual GDP growth is history. Now a new commentary from Research Affiliates offers another sobering forecast about future growth in the U.S.
Chart of the day: The decline of the long-term investor
In the latest issue of Glenmede’s Monthly Insights commentary, Jason Pride, director of investment strategy for the firm,…
Bob Doll: What could derail bull market run
The headline news last week was the US Federal Reserve’s announcement of a new round of quantitative easing…
Bill Gross: The U.S. debt damage
How can the U.S. not be considered the first destination of global capital in search of safe (although historically low) returns? Easy answer: It will not be if we continue down the current road and don't address our “fiscal gap.”
Gross: Romney or Obama? Doesn’t matter
Pimco chief Bill Gross says Democrats and Republicans have all focused on re-electing themselves rather than constructively plotting a way forward on monetary policy.
Chart of the day: How different industries will react to election results
LPL's Jeffrey Kleintop looks at sectors that will do favorably under Democrats or Republicans.
How Wall Street is voting
The outcome of the elections will define the political context and leadership for policies that address the looming fiscal imbalances coming to a head in early 2013.
Presidential election definitely a dead heat — or a landslide
Political pundits all over the map with their predictions; red states, blue states but at least no plaid states
Rob Arnott: The glide path illusion
The basic premise behind the glide path retirement strategy is flawed, according to Rob Arnott, CEO of Research Affiliates.
Gross: As the cult of equity dies, the cult of inflation rises
The cult of equity is dying. Like a once bright green aspen turning to subtle shades of yellow…
Is the market fair to individual investors?
On Monday, August 13, I had the pleasure of being a guest on CNBC's “Closing Bell” hosted by Bill Griffeth and Sue Herera. One of the subjects was the fairness of the market for the individual investor. Just that morning, Tony Tassell of the Financial Times wrote "Retail investors have had their confidence battered."
The muni minefield
If the economy continues to languish in the years ahead municipal bond holders may find themselves in a tight spot
Finding gems in the muni bond market
Municipal bond yields have sunk to near historic lows. Sector and quality spreads continue to narrow. To date,…
Muni bonds: Fall from grace?
The municipal bond market entered the month of August on a roll. A seemingly disproportionate level amount of…
Lies, damn lies, and statistics . . . again
Commonwealth Financial's CIO Brad McMillan discusses the latest job report and the questions over its legitimacy.
Chuck Royce: Five key questions for investors
Small-cap fund pioneer Chuck Royce answers five questions about the markets.
Three investing lessons learned from this summer
This week should be a good time to ponder what we all learned this summer and what this means for investing going forward.
Bill Gross: The price of money is too low
When credit is priced such that carry is no longer as profitable at a customary amount of leverage/risk, then the system will stall, list, or perhaps even tip over, says Pimco's Gross.
Why Ben Bernanke needs to go
The Fed initiated QE3 (last week) by announcing its plan to buy $40 billion per month of agency…
