…they use it. Cash Hoard If you follow the economic news, you probably have heard that American businesses are flush with cash. The chart below from Bloomberg and the Federal…
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Data that May Support Continued Bull Run
…are stretched, those of U.S. agency mortgage-backed securities are “less stretched.” While “normalization of the Federal Reserve’s balance sheet will put slow upward pressure on MBS spreads,” Young expects continued…
Bridgewater's Arguments Against Fed Rate Hikes
Bridgewater Associates, the world’s largest hedge fund, told clients that the Federal Reserve is making a mistake by raising interest rates. This according to a recent article in Business Insider….
Byron Wien's Market Insights from Annual Lunch Series
…of state and local governments in the U.S. as well as the dangers to the federal budget deficit if interest rates were to rise sharply.” He adds that his luncheon…
Buffett-Like Indicator Points to "Frothy" Markets
…effect on the markets than future actions. “The US. Federal Reserve,” he wrote, “appears willing to accelerate the frequency of rate hikes, which could further amplify the negative shocks.” …
Gundlach: Bond Market Trouble Ahead
…The rise in bond yields, the article says, coupled with a “Federal Reserve seemingly committed to raising interest rates a third time this year and speculation the European Central Bank…
Hulbert Cites Bear-Market Warning Indicator
…1980s.” Four of those times, Hulbert asserts, “came right before major stock market tops.” Hulbert reports that, according to recent data from the Federal Reserve, U.S. households have 39.2% of…
Howard Marks: It's Tough to Be Good at Macro Investing
…macro funds, the article says, “partly owing to the Federal Reserve’s tighter monetary policy.” But Howard Marks, co-chairman of alternative-asset manager Oaktree Capital Management, argues that running macro strategies is…
Zweig Says Fees Should be Linked to Performance
…are changing, he says, but not quickly enough. Federal law allows a mutual fund to raise fees when it outperforms, but only if it lowers fees by the same amount…
Top Fund Managers Cautiously Optimistic on 2017
…the “path of interest rate hikes by the Federal Reserve are among a collection of factors with the potential to produce short-term volatility and longer-term impacts on sector and company…