In a piece titled “How to Invest Like a Canadian,” Fortune Magazine offers three lessons from the Ontario Teachers’ Pension Plan, one of the world’s most successful pension funds. It…
Bond Market Volatility Likely to Continue in 2016
Short and long-dated Treasuries have nearly identical returns this year, with Barclays indices showing 0.71% returns for 1-3 year Treasuries and 0.68% returns on the 20-year-plus index. Expectations that the…
Dollar Could Weaken Even As Fed Embarks on Rate Hiking Cycle
The rationale for predictions of continuing strength in the dollar are well-known but may be wrong, writes Ben Levisohn for Barron’s. Fundstrat strategist Thomas Lee looked at the last 11…
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…
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…