Market/Economic Commentary

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Share Buybacks Vs. Dividends--WisdomTree Examines What Drives Returns

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The market has been led by growth so long, dividend stocks have become cheaper, said these analysts.

Advisors Recommend Buying Bonds Now, Before Rate Cuts

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With high-quality bonds yielding about 5%, locking in today's interest rates makes sense to many advisors.

Alts Maven Boldly Goes Where Average Investors Fear To Tread

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Christopher Zook of CAZ Investments is on a mission to bring alt investments into the mainstream.

The 60/40 Portfolio Doesn't Work For Everyone, Vanguard Strategist Says

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The 60/40 model is still viable, but it's not a "one-size-fits-all" solution, strategist Todd Schlanger said.

Tiger Management Is Unloading Private Assets. Should Investors Worry?

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Industry observers say it's too soon to panic over the investment giant's latest moves.

Inflation Has Peaked, But Expect Another Rate Hike, Says J.P. Morgan's Lebovitz

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Strategist David Lebovitz said that inflation “remains higher than policymakers would like.”

The Problem With Experts

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The problems faced by so-called experts in financial markets and politics didn't begin in 2022.

Why Are We So Terrified Of Inflation?

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Inflation is the most confusing and misunderstood investment concept.

Rich Bernstein's Playbook To Beat The Bursting Bubble

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Cryptocurrencies are the biggest financial bubble in history, the strategist says.

Gundlach Sees Recession Pressures Rising

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A recession isn't imminent, but consumer confidence and the yield curve signal trouble for the U.S. economy.

Jeremy Siegel Says U.S. Stocks Could Still Be Undervalued

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But the Wharton scholar added that valuation metrics could change in 2022.

Gary Shilling Sees More Employee Independence, Shift In Preferred Residence As Permanent

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Greater use of extant telecommunications has been forced by the pandemic.

Bernanke Reveals Inflation Number That Would Spook The Fed

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The former Fed chair says continued high inflation next year could hurt the central bank's credibility.

How The Fed Is Sucker-Punching The Bond Vigilantes

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Erik Weisman of MFS thinks the Fed has snookered the bond market about "transitory" inflation.

China As Rx Superpower Among Capital Group's Megatrends For Decade

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The rise of cloud-based services is among the other trends the firm's analysts see this decade.

Market and Economic Outlook - February - 2018

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November 2017     <a...

Raise Taxes On Rich To Reward True Job Creators

by Nick Hanauer

In this opinion piece, a venture capitalist makes a case for raising taxes on the rich to benefit the true job creators: the middle class.

A Golden Mulligan

by John Hathaway

Despite gold's spectacular advance, this manager believes gold mining equities offer a second chance for gains.

How To Respond To 'Get Me Out Of The Stock Market Now'

by David Marcus

Based on my conversations with several financial advisors over the past few weeks, it seems clear that all of them are hearing the same message from most of their clients: Get me out of the stock...

Cutting Through Chaos

by Brandon Thomas

Navigating the post-downgrade market -- which investments may generate positive returns in rough waters. 

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