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Results 6,901–6,950 of 10,163 found.

A New Policy Orthodoxy Is Emerging
by Scott Minerd of Guggenheim Investments, 8/25/16
There is a new debate emerging among policymakers in advanced economies. Two Federal Reserve Bank chief executives have taken the position that the natural rate of interest in the United States is much lower than previously assumed.

The Connected Consumer: 3 Key Themes
by Amit Kapoor of Loomis, Sayles & Co., 8/24/16
Whether watching television, shopping or driving in the car, today’s consumers want to control exactly when, where and how they receive content, information, goods and services. These three themes capitalize on this long-term, secular trend.

Deceptive Calm: Investing Globally in Stable But Not Secure Markets
by Mihir Worah, Geraldine Sundstrom of PIMCO, 8/24/16
As the year progresses, markets are displaying a strange dichotomy. Thirty percent of sovereign debt globally now offers negative yields, suggesting investors are increasingly focused on certainty and capital preservation even as several major central banks seek to stimulate growth and risk-taking.

Evermore Global Advisors: Alpha through Corporate Catalysts
by Robert Huebscher, 8/23/16
The Evermore Global Value Fund (EVGIX) has a five-year annualized return of 8.14%, versus 4.62% for its benchmark, the MSCI All Country World ex-US index (ACWI ex-US). I spoke with David Marcus, the founder of the firm, on August 12.

A Fictitious Letter to Benjamin Graham, ERPs, Dudley Do-Right, Obamacare, & GaveKal
by Jeffrey Saut of Raymond James, 8/23/16
Dear Ben, I recently read an article that suggested a lower earnings yield may explain why the stock market can continue to go up even though the economy and the S&P 500’s earnings remain sluggish. Moreover, how would you explain the Equity Risk Premium to an investor without a finance degree?

Let’s Go Krogering for Value and Profit
by Chuck Carnevale of F.A.S.T. Graphs, 8/22/16
In today’s frothy stock market, finding value in dividend growth stocks is hard to do. Unfortunately, most of the premier dividend growth stocks such as those found on David Fish’s CCC lists of Dividend Champions, Contenders and Challengers are currently overvalued.

Clinton & Trump Unveil Very Different Economic Plans
by Gary Halbert of Halbert Wealth Management, 8/19/16
Former Secretary of State Hillary Clinton and New York billionaire Donald Trump both announced their major plans for the economy last week, if elected president in November.

These Olympian Gold Royalty Companies Are Insanely Attractive
by Frank Holmes of U.S. Global Investors, 8/19/16
Some of our favorite names in this space include Franco-Nevada Mining, Silver Wheaton, Royal Gold and Sandstorm Gold, all of which have outperformed underlying gold for the 12-month period.

August Market Outlook Update
by Jim McDonald of Northern Trust, 8/19/16
Risk assets advanced further during the last month, amid a relatively quiet fundamental backdrop. A strong July U.S. payroll report, following an even stronger June reading, helped quell concerns over the pace of recovery in the world’s largest economy.

What Surging Mining Stocks Mean for Metals Markets
by Stefan Gleason of Money Metals Exchange, 8/18/16
Gold and silver mining stocks have embarked on a rally this year that could prove to be one for the record books.

Political Reality
by Howard Marks of Oaktree Capital Management, 8/17/16
The world of politics has its own, altered reality, in which economic reality often seems not to impinge. No choices need be made: candidates can promise it all. And there are no consequences. If something might have negative consequences in the real world, politicians seem to feel free to ignore them. If someone annoying, like a journalist or an opposing candidate, asks about potential consequences, it’s easy these days to misrepresent them or deny they exist. And if it turns out that costs or consequences were willfully ignored, no redress is available: election victories based on unmet promises can’t be rescinded, and candidates can’t be sued over falsehoods on the stump.

Focus on Your Prospect’s Gut to Improve Conversion Rates
by Dan Solin, 8/16/16
When presenting to prospects, advisors routinely describe the history of their firm, provide impressive background information and go into detail about their investment philosophy. Unfortunately, this emphasis on factual information is misguided.

11 “Must Haves” for Your Website
by Crystal Lee Butler, 8/16/16
Whether you’re a small independent advisor or large financial firm, there are 11 key items you need to have on your website.

Lessons from a Ponzi Scheme
by Robert Huebscher, 8/16/16
New Ponzi schemes are uncovered approximately once a week. Rarely, however, are the victims’ details known. That’s what is remarkable about the Wincapita Ponzi scheme, where academics have been able to study the demographic data from over 53,000 pages of police investigation documents.

Tactical Asset Allocation in the Age of ETFs
by Henry Ma, Ph.D., CFA, 8/16/16
Fearing continued market volatility and subsequent downturns, investors have searched for better risk-management alternatives. Tactical asset allocation (TAA) strategies, which have the flexibility of allocating among different asset classes without any constraint, offer a promising solution.

The Markets May Look Asleep…
by Blaine Rollins of 361 Capital, 8/16/16
Volumes show it. Sentiment reflects it. Major index trading ranges are very narrow. But don't let the headlines lull you into drowsiness because while this leopard sleeps, its next meal is being planned.

Emerging Market Shares Gain Ground on Economic Firming and an Improved Earnings Environment
by Steve Cao of Invesco, 8/15/16
Emerging markets delivered strong performance in the second quarter, driven by improved economic conditions and stabilized corporate earnings. The macro-level strengthening included lower inflation, stable commodity prices, improved current account balances and a reversal in currency depreciation.

Stocks: Partying Like It’s 1999
by Brad McMillan of Commonwealth Financial Network, 8/15/16
Once again, the market has hit new highs. At this point, that may sound like old news, but yesterday was special: all three major U.S. indices closed at new highs on the same day. That hasn’t happened since December 31, 1999.

Market Outlook
by Chris Engelman of Cedar Hill Associates, 8/15/16
Global equities faced a fickle market backdrop during the second quarter. While improving economic fundamentals strengthened market sentiment through most of the quarter, investor anxiety re-emerged following Britain’s June 23rd decision to exit the European Union (EU).

Go Gold!
by Frank Holmes of U.S. Global Investors, 8/13/16
Today marks one week since the start of the Rio de Janeiro Olympics, and it’s been nothing short of amazing. Michael Phelps, whose name should forevermore be synonymous with the Olympics, won his 22nd overall gold medal. He also was awarded his 13th individual gold, effectively breaking a record last set in 152 B.C. by runner Leonidas of Rhodes.

An Inheritance of Incompetence
by John Mauldin of Mauldin Economics, 8/13/16
Theories and practices often outlive their usefulness in our fast-changing world. So do institutions, including those chartered at the 1944 Bretton Woods Conference. In today’s letter we are going to look closely at the International Monetary Fund and a scathing report from its own internal auditors. For those of us who have been following the IMF for decades, the report is not all that surprising.

Central Banks Are Choking Productivity
by Peter Schiff of Euro Pacific Capital, 8/12/16
If the Economy were a car, productivity would be the engine. Heated seats, on-demand 4-wheel drive and light-sensitive tinted windshields, are all very nice. But they mean little if the engine doesn't turn and the car just sits in the driveway. The latest productivity data from the Commerce Department confirms that our economic engine is sputtering.

They walk the line...
by Blaine Rollins of 361 Capital, 8/11/16
The press continues to write stories of the billionaires bearish on the financial markets. I have no idea if a bond or a stock market crash is close at hand but every time one of them appears in the press or pens a bearish note, I get a few emails asking if now is the time to sell everything. I try to consistently respond with comments noting how the billionaire has valid points, but that it is typically wise to keep a diversified investment portfolio and avoid trying to 'all or nothing' time the markets based on what they have seen or read.

Short Interest And Other Market Data Concerns
by Owen Williams of Williams Market Analytics, 8/11/16
Equity markets have continued to grind higher over the summer months, defying deteriorating company earnings and high profile investors calling for an equity correction. Now U.S. equities are beginning to defy traditionally reliable market indicators, which are undeniably showing that the equity trade has become very crowded.

Returning to balance in supply and demand
by David Ginther of Ivy Investments, 8/11/16
The crude oil market is a clear reflection of supply and demand for a major world commodity. Changes in key factors can happen quickly or develop slowly over time, but they eventually are reflected in prices. We now believe the oil market is very close to a global supply/demand balance.

The Opposite of Productivity
by Brad McMillan of Commonwealth Financial Network, 8/11/16
Words are funny. We talk about pros and cons, and everyone has heard the line about the opposite of progress being Congress. But what is the opposite of productivity? Surely it isn’t conductivity.

European Banks: Neither a Borrower Nor Lender Be
by Matthew Peterson of LPL Financial, 8/10/16
· Banks everywhere are under pressure from the low interest rate environment. · Corporate financing in Europe goes through banks, not the capital markets, making banks more important to the system. · Monetary policy in Europe has just begun to increase bank lending, which historically has resulted in higher stock prices for banks, though the full impact of negative interest rates is difficult to determine.

Avoiding the Traffic Jam in High-Dividend Stocks
by James T. Tierney, Jr., Dan Roarty, Frank Caruso of AllianceBernstein, 8/9/16
Many investors are seeking safety in higher-yielding dividend stocks. But what if they all change their minds at once? We think there are better ways to invest in equities without getting stuck in a traffic jam.

Another Strong Jobs Report, But Economy Remains Weak
by Gary D. Halbert of Halbert Wealth Management, 8/9/16
1. July Jobs Report Stronger Than Expected, 2nd Month in a Row 2. The Real Unemployment Rate Went Up To 9.7% in July 3. The Worst Economic Expansion in 30 Years Continues 4. Maybe It’s Time to Dump the U-3 Unemployment Rate 5. Special Report: How to Maximize Your 401(k) - Advanced

Providing Better Retirement Statements for Clients
by Joe Tomlinson, 8/9/16
Statements from investment companies and 401(k) plan sponsors don’t provide the information needed for retirement planning. Whether made available quarterly, monthly or on-demand, those reports are incomplete and sometimes misleading. Advisors can help overcome the shortcomings; clients need more frequent reporting that goes beyond asset-value statements and shows what their income in retirement will be.

Earnings Update: We Were Hoping For More
by Burt White of LPL Financial, 8/9/16
Chief Financial Officer, Burt White write an overview of earnings season and discusses prospects for a second half earnings rebound.

Balancing risk and reward in a low-growth world
by Colin Moore, Global Chief Investment Officer of Columbia Threadneedle Investments, 8/8/16
Markets were driven down and then back up by responses to the U.K. referendum. Global Chief Investment Officer Colin Moore urges investors to balance return goals with caution for consistent performance ahead.

All-Clear on the Economy
by Brian Wesbury, Robert Stein of First Trust Advisors, 8/8/16
Discussing the early (and healthy) Q3 job- and GDP-growth projections. Claiming that the Dog Days of Summer aren't so gloomy after all.

Equity Prices Grind Higher in Spite of Earnings Trending Lower
by Joe Becker, Adam Schenck, Jeff Greco of Milliman FRM, 8/8/16
The S&P 1500 rose by 3.7% in July on the heels of a June that saw a drop in corporate earnings for the fifth consecutive quarter.

Weekly Market Summary
by Urban Carmel of The Fat Pitch, 8/5/16
The macro data from the past month continues to mostly point to positive growth. On balance, the evidence suggests the imminent onset of a recession is unlikely.

Billions and Billions
by David Robertson of Arete Asset Management, 8/5/16
For those trying to understand the almost otherworldly resilience of the markets, a primary cause is billions and billions of dollars’ worth of stock purchases by central banks.

Asset Class Valuations: The Perceived Price of Certainty
by Geraldine Sunstrom of PIMCO, 8/4/16
Comparing P/E ratios across asset classes shows the perceived certainty of U.S. Treasuries coming at an expensive price.

Charts That Matter – August 2016
by Ritesh Jain, Abhishek Sonthalia of Tata Asset Management, 8/4/16
I have been getting a lot of queries from anxious investors on helicopter money and understandably so. Does it entail that governments and central banks will literally throw bundles of cash from helicopters into the hands of public? Well not exactly.

UK’s Prime Minister Commits to Successful Brexit
by John Browne of Euro Pacific Capital, 8/4/16
On June 23rd, despite months of fear mongering by former Prime Minister David Cameron and his allies, doomsday global economic forecasts offered by the International Monetary Fund and the Obama Administration...

Look Beyond the GAAP
by Joseph Paul of AllianceBernstein, 8/4/16
Is the rising tide of US companies touting adjusted (or non-GAAP) earnings in recent quarters a danger for equity investors? Not necessarily. You’ve got to dive deeper into the details.

Is 2016 the Year of the Value Trap?
by Jeff Miller of NewArc Investments, Inc., 8/4/16
Wall Street loves to name things. The unofficial definition of a “value trap” is a cheap stock that is stuck around the current price.

GDP Stunner: 2Q Growth Was Less Than Half of Forecast
by Gary Halbert of Halbert Wealth Management, 8/3/16
The Commerce Department reported last Friday that gross domestic product, the broadest measure of goods and services produced across the US, rose only 1.2% (annual rate) in the second quarter. That was less than half the pre-report consensus of 2.6%. This was one of the largest misses by forecasters in quite some time.

Taking Stock of the Commodities Rally
by Michelle Dunstan, Henry D'Auria of AllianceBernstein, 8/3/16
This year’s impressive commodity run has delivered big rewards to investors in energy and metals/mining stocks. But is this a sustainable rally, or just a dead-cat bounce?

Bullion Investors Who Wait Too Long for Bargains Risk Getting Left Behind
by Clint Siegner of Money Metals Exchange, 8/3/16
After years of buying based on progressively lower metal prices, bullion investors find themselves facing a dynamic that has been missing for awhile: higher prices. That leaves them in a bit of a quandary, and many are sitting on their hands.

After Broad Emerging Markets Rally, Get Selective
by Ben Kirby, Charles Wilson of Thornburg Investment Management, 8/2/16
We continue to find attractively valued opportunities that we think can deliver compelling cash flow and earnings growth over the next few years in dollar terms, even under a more distressed economic scenario.

A Solutions-Oriented Fund Family
by Robert Huebscher, 8/2/16
As executive vice president and head of Northern Trust’s funds and managed accounts business, Shundrawn Thomas oversees the development, management and distribution of Northern Funds, Northern Institutional Funds, FlexShares Exchange Traded Funds and its proprietary managed account solutions. I spoke with Shundrawn on July 22.

I’m Mad as Hell
by Jeffrey Saut of Raymond James, 8/2/16
So I traveled to Orlando last week to see Orlando, in this case it wasn’t Orlando the city, but Phil Orlando the esteemed portfolio manager for Federated Funds. I have known Phil for years and have always found his insights to be net-worth changing. In fact, a few weeks ago I spent an hour with Phil and his boss Stephen Auth, arguably the smartest guy on Wall Street, but I digress.

New Concerns of Rigged Markets and Rigged Elections
by Mike Gleason of Money Metals Exchange, 8/1/16
Coming up we’ll hear from Michael Rivero of WhatReallyHappened.com. Michael gives us his uncensored opinions on the recently concluded political conventions, why he sees this as a crucial election for the future of our Republic, and why he views precious metals as a must-own asset for the tumultuous times ahead.

Uncertainty Escalates
by Byron Wien of Blackstone, 8/1/16
We are living in truly turbulent times. Police officers are being shot in the United States. A man drove a truck through a crowd and killed innocent children and others in the south of France. An attempted coup in Turkey has been followed by violent retaliation by the challenged leadership.

GDP, the Labor Market, and the Fed
by Scott Brown of Raymond James, 8/1/16
As if this year hasn’t been odd enough, the advance GDP report for the second quarter presented a strange picture. The headline figure (a 1.2% annual rate) was weaker than expected, due to a sharp slowing in inventories (in fact, inventories actually declined for the first time since 3Q11).
Results 6,901–6,950 of 10,163 found.