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Where are the fund shareholders' yachts?
Shareholders of mutual fund companies have had a lot to cheer about so far this year — lots more, in fact, than the shareholders in the mutual funds themselves. Publicly traded shares of mutual fund companies soared more than 62% over the one-year ended May 20, more than double the S&P 500’s 31%
Take Five: Cetera's Brian Gendreau
Gold still looks good and stocks still have room to run, according to Brian Gendreau, a market strategist at Cetera Financial Group Inc. and professor of finance at the University of Florida. InvestmentNews: Is the recent volatility of gold prices a sign that the precious metal is poised for a
This is no 1990s-style stock bubble
Shares not nearly as dear as they were during dot-com boom; less fear about CAPE ratio
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
Why we're not in a 1990s-style stock market bubble
Valuation measures not in nosebleed territory but advisers see scope for pullback.
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.
Berkowitz scores again as wagers on insurers pay off
Fairholme Fund's Bruce Berkowitz scored last week when shares of insurer MBIA soared. After a 'horrible' 2011, the fund manager is hot again, beating 98% of his rivals.
Sometimes best strategy is to do nothing
Investors who wait patiently for opportunities before investing are likely to outperform.
Two diverging paths to income
Two advisers, two approaches to building wealth while preserving the nest egg
Advisers brace for correction
The extended rally in stocks has led financial advisers to take steps to prepare portfolios for a pullback.
The Takeaway: Bernanke says the play date needs to end
Portfolio What the S&P vs Gold may say about a New Age of America. ( Charts etc ) Michael Santoli sees echoes of 1995 in the market's behavior this year. I wasn't around then, was listening to a ton of Wu-Tang in a dorm room, so I'll take his word for it. ( Unexpected Returns ) Guys, Bernanke
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
With Dow over 15,000, advisers telling clients: 'Curb your enthusiasm'
As the market soars to record highs, advisers try to temper client expectations amid worry of a stock pullback.
The Takeaway: Anybody home? Wall Street gurus nap through four-year rally
Portfolio Seasonal tendencies and average annual returns for the S&P would support the May pullback thesis. ( Charts Etc ) Wall Street chief strategists keep their world-renowned perma-wrong record intact, bravo. ( The Reformed Broker ) Jumpiness in the mortgage REIT sector - analysts from
The Takeaway: Dow 15,000, the hard way
Portfolio Worst ETF bets of 2013 all revolve around doom and the death of the dollar and so forth. Oops! ( IndexUniverse ) How does one value Berkshire Hathaway? ( Morningstar ) Cyclicals are taking the market lead here finally as defensives cool off. ( Focus On Funds ) Dow breaks 15,000, S&P
Explore your opportunities and be informed for your next move.
Mary Beth Franklin, InvestmentNews
Harley Gordon, CLTC