Economy / Economics
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The Takeaway: The uselessness of money management
Oops. Even the smartest guys in the game have trouble with market-timing. ( Above The Market ) JPMorgan goes crazy-bullish: S&P target taken from 1580 to 1715. ( The Tell ) Ed Yardeni: PE ratios are merely expanding from fear-depressed levels, this is mean reversion and not a mania. ( Dr Ed's
Consumers: The great sobriety
Americans have cut debt, boosted savings, and held spending in check — all of which should aid the economy, Ezrati says
Stock rally returns match late-'90s run, but valuations lag
Returns from the stock market's four-year rally match those of the late-1990s advance, but valuations are lagging. Bulls say that means there's more room to run; bears have a compelling counter argument.
Haircuts are on the horizon, in the form of hidden taxes
“Good as money,” proclaimed the ad for Twenty Grand vodka infused with Cognac.
Gross puts money where his mouth is, boosts Treasuries to highest level since 2010
Pimco founder has been advising investors to sell riskier assets, buy government debt.
The Takeaway: Employers wooing advisers' spouses. Weird.
New Vanguard whitepaper on constructing diversified portfolios. ( Vanguard ) Russ Koesterich is not worried about slow U.S. growth from an investing standpoint. ( iShares Blog ) Putting Dow 15,000 in perspective. Or not. ( The Reformed Broker ) The Biz Mary Jo White on why the SEC needs a bigger
Blackstone's Wien: Market's strength is surprising
Almost everyone thought it would be different this time. In 2010, 2011 and 2012 both the economy and the stock market were robust in the first quarter, but suffered slowdowns or corrections afterward. “Sell in May and go away” became a part of the consciousness of every portfolio manager. In spite
April jobs report speeds ticking of bond bomb
Pickup in hiring, drop in jobless rate pushes stocks to record high ground — and Treasuries down.
Pimco still riding 'central-bank wave'
But El-Erian says fund giant slowly taking risk off the table ahead of Fed pullback
The Takeaway: Oakmark is winning and Buffett is tweeting
Portfolio The May issue of the Mutual Fund Observer is out and includes: Oakmark alumni being such amazing managers and three messages from Rob Arnott. ( Mutual Fund Observer ) On the absurdity of Sell in May, defensive stock valuations and other items that may stick in your craw. I don't know what
The Takeaway: How did the rich get that way?
PortfolioYes of course there's a new 3D Printing index, how else will people be able to get blown up in the inevitable ETF? ( Index Universe )An investing rule I believe could help you a great deal. ( The Reformed Broker )How Jim Chanos is using long positions in Apple and Samsung to offset
Peter Schiff: Lessons learned from Japan
In the years following the global financial crisis, economists and investors have gotten very comfortable with very high, and seemingly persistent, government debt. The nonchalance may be underpinned by the assumption that globally significant countries that can print their own currencies can't get
Five warning signs of a market correction
There are no positive fundamentals driving the U.S. stock market. No one has ever gotten rich by chasing markets by buying at the top, which is how this market feels….but it seems everybody feels they can't afford to miss being in the U.S. equity markets. People should instead be focused on the
Manager plots strategy for the onset of inflation
Years of quantitative easing will have an effect; many prices already rising.
If this feels like the start of a market pullback, that's because it is
If this feels like the start of a pullback in stocks, that's because it is. But Jeff Benjamin says a healthy reversal doesn't mean the end of the bull market.
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Mary Beth Franklin, InvestmentNews