Displaying 157 results
Bill Gross: Who will buy Treasuries when the Fed doesn’t?
The question really is at what yield and what are the price repercussions if the adjustments are significant, writes the Pimco bond guru.
John Hussman: ‘Substantial losses’ looming in the near term
I continue to be concerned about credit conditions and the underlying fundamentals of the U.S. economy.
Black Swan scribe: Government bonds will collapse
Nassim Nicholas Taleb, who warned that unforeseen events can roil markets in "The Black Swan," said he is "betting on the collapse of government bonds" and that investors should avoid stocks.
Bill Gross: Why the ‘old normal’ has not returned
If you're ever in the mood for a glimpse of raw nature that closely parallels the human condition, read Annie Dillard's Pulitzer Prize winning Pilgrim at Tinker Creek.
MSSB: Repositioning for higher inflation
Though the Federal Reserve’s second round of Quantitative Ease (QE2) wasn’t announced until Nov. 3, anticipation of and…
Byron Wien’s 10 surprises for 2011
Blackstone Group LP's Byron Wien, who called the bottom for U.S. stocks in 2010 while failing to predict the ensuing rally, said economic growth and 10-year Treasury yields will approach 5 percent this year and gold will surge above $1,600 an ounce.
BlackRock’s Bob Doll: The bull outweighs the bear
Downward pressure on the markets is coming from a number of sources, including geopolitical risk in the form of heightened conflict between North and South Korea, the deepening of the European debt crisis, policy tightening in China, an FBI-led investigation of insider trading, confusion over the implementation of quantitative easing and weakening housing market data
BlackRock’s Bob Doll: The recovery is still on track
Equity markets responded well to last week's news flow (which included the US midterm election results, the Federal Reserve's announced launch of a second round of quantitative easing and a strong October labor market report) and posted significant gains
BlackRock’s investment directions for the home stretch
Over the past three months, the macroeconomic backdrop has improved slightly with economic data moving from “bad” to “less bad” (but not yet “good”)
BlackRock’s Doll: Modest – but positive – levels of growth will continue
Equities took a break from their four-week run and consolidated gains last week, posting very slight losses
Raymond James’ Jeffrey Saut: ‘Manage the risks – not the returns’
“Shrugs off bad news” indeed, for at the beginning of July the headline news was pretty bleak
Jeffrey Saut: Does volume really matter?
Hard and fast “rules,” I have argued against them since entering this business some 40 years ago because in the stock market you have to be flexible.
The trend of buying the ‘dips’
Festivus is alive and well, and the “Airing of Grievances” should be particularly loud since 2010 will go down as the worst year of underperformance by active money managers in memory
Jeffrey Saut: What to make of the latest whipsaw
Timing is “all” when it comes to Wall Street as any whipsawed investor will tell you
David Kelly: Economy has what it needs to see growth in 2011
The week ahead should be a quiet one for markets, foreshortened by the Thanksgiving holiday
An optimal mix for corporate bonds?
Advisers meeting with clients on year-end strategies may be discussing a fixed income portfolio which sufficiently diversifies credit risk
LPL’s Kleintop: Blowing bubbles
The following is a weekly investment commentary for the week of Nov. 22 from Jeffrey Kleintop, chief market…
September ‘buying stampede’ – still intact – has yet to decline
The “buying stampede” that began on September 1st is still intact since the D-J Industrial Average (DJIA/11203.55) has yet to decline for more than three consecutive sessions before resuming its upward onslaught
A bond picker’s market: Bubble or not
High levels of correlation in the U.S. stock market have made picking individual stocks increasingly difficult
LPL’s Kleintop: Lame duck could move mountains
The long-awaited events of last week included the mid-term elections and Federal Reserve (Fed) announcing the details of another stimulus program
