The gap between China’s great long-term economic growth and its terrible market performance is explained by politics.
Rather than the Fed guiding expectations, it is the market calling the shots.
It seems the best way to outperform as an investor is to get elected to Congress.
The long period of easy money has lulled both stock and bond investors into positions and assumptions that will soon prove dangerous, says this commentator.
Donald Trump’s possibly market-lagging stewardship of the fortune he inherited illustrates in a bizarre way the attractions of active wealth management.
Investors appear to be getting wise to the buyback illusion, looking not just at shares being extinguished but at the greater number being created.
This U.S. earnings season the data from the frontline is about to confirm the broader economic narrative: Things aren’t so great.
U.S. retirement savers are increasingly diversifying into international equities, but are still leaving much of what has to be considered a free lunch on the table.
Russia's power move in Ukraine is the slap and the so-called BRICs (Brazil, Russia, India and China) as an investment concept is the (now very much dead) belief.