In a recent discussion on TheRealInvestmentShow, Bob Farrell and his 10 investment rules were discussed, which elicited several email questions asking, “Who is Bob Farrell, and where are these rules?”.
Caryl Falvey shares retirement-conversation insights from MIT Agelabs and MassMutual Strategic Distributors.
Chinese stocks posted their worst start to a year in nearly a decade as investors braced for economic uncertainties with weaker-than-expected manufacturing data and an anticipated hike in tariffs.
While Bitcoin’s surge above $100,000 captivated the headlines in 2024, many financial firms were more focused this year on a different type of cryptocurrency whose price is never meant to rise — or fall for that matter.
It’s that time of year again, when pundits are forecasting next year’s stock market performance. I believe investors are being gaslighted more than usual this year because the basic underlying assumptions are optimistic and unlikely.
I expect three major innovation cycles to dramatically affect our world in the next decade, with impacts comparable to steam engines, electricity, automobiles, and even the internet. Every new invention helps us explore even further.
This analysis explores why SOC2 certification, despite its widespread adoption and respected status, may provide a false sense of security and prove inadequate in protecting organizations against modern cyber threats.
As investors continue to step out of cash and potentially rebalance out of equities following their strong performance, we expect bonds to play a larger role in diversified portfolios next year.
Central banks’ climbdown from the post-pandemic inflation peaks commenced amid both optimism and trepidation.
Existing-home sales in the US topped a rate of 4 million in November for the first time in six months as house hunters begrudgingly accept mortgage rates above 6%.
Rice paddies that lay fallow for decades in some of Japan’s most far-flung regions are now its hottest properties.
US consumer prices rose at a firm pace in November that was in line with expectations, solidifying expectations for the Federal Reserve to cut interest rates next week.
The U.S. economy and stock market are entering 2025 from a position of strength, but risks of volatility—especially pertaining to policy—are much higher compared to last year.
Strong 2024 performance may be tough to replicate given tight credit spreads, but we still have a favorable view on corporate bond investments given the strong economy.
Might another market liquidity event be on the horizon? While there is generally good liquidity in the financial system, there are some nascent signs that problems could arise.
We believe municipal bonds currently offer a compelling balance of risk and reward for investors in higher tax brackets.
China’s central bank will deliver the biggest interest-rate cuts in a decade next year as policymakers intensify efforts to shore up growth and arrest deflation, in the view of a number of Wall Street lenders.
The passive-investing juggernaut is picking up speed — and it’s stirring up fresh angst about the dangers posed by the index-tracking boom across Wall Street.
At the 2018 Berkshire Annual Meeting, Buffett noted that “multiple times in my life, people have felt the country was more divided than ever.
The trend is your friend. Or, in Larry Fink’s case, your primary acquisition tickbox.
While space startup Rocket Lab USA Inc. prepares to test-launch its new medium-sized rocket next year, its shares have already blasted into orbit.
Take a moment to understand a few recent breakthroughs in medicine and explore a few ways to get actionable exposure to them with ETFs.
Blackstone Inc.’s main private credit fund stormed the investment-grade bond market to raise a combined $1.5 billion in a single day, adding to the rush of direct lenders trying to lock in cheaper financing costs.
Federal Reserve Chair Jerome Powell says he wants to wait and see what policies the incoming Trump administration will implement before the central bank forecasts what it means for the economy.
Stanley Druckenmiller’s family office led investment firms for the world’s rich in boosting allocations to US bank shares last quarter, putting them in line to profit from a rally in financial stocks.
Private equity’s recent splurge of piling ever more debt onto already highly leveraged bets has sparked fears about financial-system risks. Banks, however, are positioning themselves to take advantage.
Donald Trump’s return to the White House is already starting to tee up a deluge of bonuses in Wall Street’s corridors of power.
Cerebrospinal fluid leaks, caused by tears or holes in the spinal cord, are rare and difficult to identify. Because the symptoms aren’t uncommon — including nausea, neck pain, ringing in the ears and debilitating positional headaches — patients can spend years without a proper diagnosis. Some have been told they have allergies.
Franklin Templeton Fixed Income believes investing in companies promoting gender equality and diversity can lead to inclusivity and strong financial returns. Despite the persistent gender gap, there's an increase in women in leadership roles, positively impacting financial performance, corporate governance and crisis resilience.
Stocks and yields made slight early gains but attention is mainly on today's U.S. election. ISM Services data and a 10-year note auction lie ahead, and bond volatility is high.
Politicians often promise to cap prices, but success is unlikely and would result in worse outcomes.
Bill Bernstein digs into a book that follows the complicated history of Elon Musk's chaotic acquisition of Twitter and its subsequent transformation into X.
In a corner of the credit market that regulators last year characterized as a potential hot-bed of greenwashing, there are signs that bankers have been cracking down on corporate pitches.
To understand the wave of bank partnerships with private-credit fund managers during the past year or so, think back to the boom in mortgage lending through securitization in the early 2000s. The same forces are at work: a huge demand for finance, limited and costly bank capital and investment bankers’ ingenuity and desire to generate business.
The greatest dangers to a portfolio during an election year are either external events or the investor’s own actions. An election year makes staying the course more important than ever.
There is a demographic that likes to work with you and consistently hires you – you probably just don’t have it defined for you and your team. If you don’t know who you work best with, there is no way that your prospect efforts will be profitable. Rather, they will be coincidental.
We don’t talk about China enough. I suspect this is for several reasons. First, because the country is so incomprehensibly big and populous. Second, it has been an economic miracle. Many Chinese enthusiasts just see a straight line projection of their growth. To the moon, Alice!
With less than two weeks remaining before the U.S. presidential election, there’s a growing sense of uncertainty in the air. Investors are wondering how to position their money, bracing for the possibility of significant volatility and market shifts.
Many investors today use EM debt for the wrong reasons, manage it imprudently, or overlook the best parts.
Imagine if humanity decides it doesn’t have enough amusement parks. All the world’s nations announce they will be financing new ones across the planet. Bankers stand next to models of future parks and hand comically large loan checks to the developers. It’s not nearly enough to end the global amusement-park crisis, but they still win accolades and shareholder approval for doing their part.
Big Tech is going nuclear in its pursuit of artificial intelligence. Power-hungry datacenters are just one part of a broader freak-out over how the US grid will handle even bigger loads including electric vehicles and re-shored factories, plus withstand extreme weather, all while decarbonizing at a reasonable cost.
While greed is necessary to build wealth, excessive greed often has far more terrible consequences when investing.
Around 110 million years ago, a dinosaur went hunting. Stalking through ferns along a riverbank, he twitched his nose to the wind and caught scent of a plant-eater ahead. His head darted upward. His eyes locked on the target. The dinosaur drew his sickle claws upward, ready to make a lethal strike. But something wasn’t right.
This unique bull market is still young relative to history and, for now, supported by relatively healthy breadth and broadening participation.
Everything I’ve learned and experienced in 50+ years of watching the economy tells me not to expect a soft landing. But maybe that’s because I’ve never actually seen one.
Credit indices rallied during the third quarter, despite a variety of economic headwinds, and it appears FOMO (fear of missing out) is fueling the bullish sentiment more than fundamentals.
The market continues to trend higher on Goldilocks pixie dust.
Britain’s stock-investing culture has been withering for years, with the only real growth coming from consultants, policymakers and commentators generating ideas on how to revive it. So why is Robinhood Markets Inc. so keen to expand in the UK? The draw may be more the country’s enthusiasm for online betting than allocating savings to equities.
Last week marked the beginning of the end of one of the most rapid interest rate hiking cycles in U.S. history.
Building a TIPS ladder gives us a license to spend and creates a spending floor. My TIPS ladder combined with Social Security provides a $10,000 monthly inflation-adjusted cash flow, though I’m delaying taking Social Security until age 70, of course.
