Can President-elect Trump deliver on fiscal stimulus and job growth after taking office next month in the face of a fractious American Congress? The question, posed in last week’s Bloomberg,…
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Rob Arnott is Pro-Emerging Market Investment
Countries don’t have to be great to see significant market growth, according to Research Affiliates’ CEO Rob Arnott as explained in a recent Investment News article. In fact, the article…
Ritholtz Warns Against Buying Based on Media "Nice Lists"
Be wary of the media-hype around the “best stocks to own in 2017” says columnist Barry Ritholz, CIO of Ritholz Wealth Management, in a recent Washington Post article. The lists,…
Bob Doll's 2016 Recap and 2017 Outlook
As the markets diverge in the coming year, investment selectivity will become more important, writes Nuveen’s top strategist in a recent Barron’s article. He says that the post-election shift in…
Show Me the Money: Six Cash-Rich Stocks
A company’s free cash flow, defined as the amount of money generated from operations less capital expenditures, offers investors a clue as to how well a company can sustain its…
Pimco Strategist on Trump and the Global Savings Glut
A study conducted by economists at the Bank of England found that the vast majority of the 450-basis point decline in global interest rates since the 1980s was due to…
Housel Says Investing is Also an Art Form
A provocative article penned by Collaborate Fund’s Morgan Housel describes how investing, like many fields, embodies both art and science. “Investing,” he writes, “is maybe 60% science, the rest art.”…
Gundlach on Bond Yields and the Broader Market
The market would be hurt if yields on 10-year Treasuries climbed to 3 percent or higher next year, says Jeffrey Gundlach as reported in Bloomberg. The DoubleLine Capital CIO has…
Hedge Fund Managers Search for Alpha in Big Data
If the world’s annual data generation was loaded into iPad Air tablets, says a recent Financial Times article, “the pile would reach from the earth to the moon more than…
Valuations Matter in Factor Strategies
It’s a familiar investment conundrum: when a strategy outperforms and more investors pile in, it can get more expensive and therefore be less likely to outperform going forward. This is…