The Fed’s decision to raise short-term interest rates does not necessarily signal the beginning of a return to pre-2007 rates (averaging 7.3% from 1970-2007), writes Neil Irwin, Senior Economics Correspondent…
Category: All
For all our posts.
Dow Transports Index Has "Bearish Implications"
Weakness in the Dow Jones Transportation Average, which is the oldest stock market index, has “bearish implications,” according to Mark Hulbert of MarketWatch. A recent U.S. Department of Transportation report…
Low Rates Could Remain Stubbornly Low for Longer than Most Think
The Fed’s decision to raise short-term interest rates does not necessarily signal the beginning of a return to pre-2007 rates (averaging 7.3% from 1970-2007), writes Neil Irwin, Senior Economics Correspondent…
A Bearish View from GMO's Grantham
Ben Inker and Jeremy Grantham of Grantham, Mayo, Van Otterloo & Co. issued a quarterly letter suggesting the bull market cannot last much longer. Inker writes that the U.S. has…
Behavioral Return Gap: How Investors May Lose Even if a Fund Wins
The Wall Street Journal reports on the “behavioral return gap” that can cause investors to lose money even as the mutual fund they invest in shows gains over time. Investors…
Jeremey Siegel's Market View for 2016
Jeremy Siegel, a finance professor at the Wharton School of the University of Pennsylvania and senior investment advisor with Wisdom Tree Funds, offers his 2016 forecast in an interview appearing…
Median P/E and P/S Ratios Show Overvaluation
Ned Davis of Ned Davis Research told MarketWatch, “Median price/earnings and price/sales ratios higher than at peaks in 2000 and 2007 are clearly a concern.” The comment is based on…
How Fed Policy and Rates Influence Market Returns
The direction of Fed policy has a significant impact on markets, according to Robert R. Johnson of the American College of Financial Services, in a recent piece for Barron’s. Dr.…
What Investors Can Learn from the Oil Bust and Charlie Munger
The Wall Street Journal offers some broad lessons from the oil bust. “If oil stocks have burned you, use that as motivation to rethink how you form your expectations of…
Grantham Says Our Bias Toward Good News Makes Us Manipulable
In a recent Barron’s excerpt of a longer article, Jeremy Grantham, founder of asset management firm GMO, says Americans “have a broad and heavy bias away from unpleasant data” that…