Investment Perspectives

[1]  177 178 179 180 181 182 183 184   [185]

Who Buys When The Fed Does Not?

by

Who will step in to fill the void once the Federal Reserve decides to exit the bond market?

Teenage Melodrama and the Market’s Infatuation with QE

by

Like a teenager caught between the decision of going to college and leaving friends behind or living in the comfort of home and going nowhere, debt markets have been reeling between taper angst and...

The Curse Of The Magazine Cover Indicator

by

The bull is a symbol of a strong and positive stock market, but it seems whenever a U.S. company makes the cover of a publication, the company is in trouble and that its run is at an end.

The Great Taper Caper...5 Themes That Should Carry Investors In Q4

by

Amid the angst surrounding the Fed’s anticipated tapering of asset purchases this month, we believe the result will be a tailwind for bond investors rather than additional pain, at least in the...

Reaching Barriers

by

Several global bond benchmarks, led by the U.S. 10-year Treasury yield, attempted to breach key barriers last week as the bond market sell-off entered its fifth month.

So Goes Wal-Mart, So Goes America?

by

Wal-mart and American retail is the thermometer of the American economy because it measures the temperature of our national financial health.

Washington Is A Big Redistributor

by

Federal revenues rose 12.8 percent in y/y in July. They have been boosted by increases in tax rates at the beginning of the year rather than a significant improvement in US economic growth.

Bonds: Back To Their Traditional Roles

by

Much has been made about the heightened correlation between bonds and equities...

The Federal Reserve's Double Standard

by

Federal Reserve Chairman Ben Bernanke said recently that inflation in the United States is not as high as it should be given the policies he's enacted...

Don't Take Performance At Face Value

by

The financial markets inundate us with performance numbers. This stock was up 12.32 percent this year. That currency dropped 5.68 percent. This is for good reason.

The Rules Of The Road

by

Forecasting is overrated. How many events that seem inevitable in retrospect took people completely by surprise when they actually happened?

The Real Bernanke Put Is Already In Place, Regardless Of Tapering

by

As more daily anxiety is driven by the interpretive actions of the Federal Reserve, we are reminded of an old joke. "How many Fed Chairmen does it take to screw in a light bulb?"

Are We Less Free In America?

by

Independence Day is a great time to reaffirm our commitment to freedom and liberty and freedom of choice...

Trampled By The Crowd? Logic Briefly Abandoned Creates Opportunity

by

The slide in asset prices during the past two weeks has caused a resurgence of doomsday pundits warning of impending calamity...

Coming Back To The Potential "Staying" Power Of Equities

by

There's no denying it's been a whirlwind ride this past year for U.S. equity investors. But so far, it's been worth the price of admission.

Is Volatility Dead? Hardly.

by

While volatility has been declining in many asset classes, it is creeping into several that may have escaped some investors’ attention.

Summer Rentals

by

The calendar for investors appears clear of major events until the end of the summer and beginning of fall.

Bernanke's Melt-Up (excerpt)

by

Fed Chairman Ben Bernanke seems to agree with Ed Yardeni's upbeat assessment of the future led by the ongoing high-tech revolution.

Guide To Working With Monetary Napalm

by

In the world of financial incendiaries, the Fed's overwhelming monetary stimulus has ignited asset prices in the United States with the force and effectiveness of napalm. Is the fire short lived?

A Case For Infrastructure

by

Fueled by a well-documented need for increased infrastructure spending worldwide and drawn to the asset class’ diversification, income, and competitive returns, institutional investors continue to...

[1]  177 178 179 180 181 182 183 184   [185]