Market/Economic Commentary

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Rates Are Down. Time To Redeploy Clients' Cash?

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What should clients do with their cash now that interest rates have fallen?

Yeske Buie: The Markets Don't Care Who's President

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People's earning, saving, investing and spending goes on despite who's in the Oval Office, research shows.

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.

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