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Bank Credit Still Contracting
by David A. Rosenberg of Gluskin Sheff, 3/1/10
Outstanding bank credit fell $33 billion during the week of February 17, adding to a seven-week cumulative decline of $150 billion. Bank lending to households and businesses fell at a 12 percent annual rate over the past 13 weeks. As long as bank credit is shrinking, the jury will still be out on Fed rate hikes during the second half of this year and the ability of the economy to sustain above-potential growth. In addition, the revised Q4 GDP numbers indicate a lack of pent-up consumer demand with most spending directed to essentials, reinforcing a bearish, deflationary U.S. economic outlook.

The Multiplication of Money
by John Mauldin of Millennium Wave Advisors, 2/26/10
Mauldin begins with a review of the situation in Greece, highlighting recent social unrest, and concluding that the most likely resolution will be relief from the IMF. Next, he rejects recent reports that hedge funds will short the euro and cause it to decline relative to the dollar. He then argues that the reported expansion of M0, M1 and M2 money supply is inconsequential (for inflation), because it is more than offset by a decrease in the velocity of money.

Don't Be An Economic Hypochondriac
by Brian S. Wesbury and Robert Stein of First Trust Advisors, 2/22/10
There are always things to worry about in the economy. With an accommodative monetary policy and the end of the panic, however, the economy is heading upward. The consensus forecast for economic growth has grown from 2 percent of real GDP to roughly 3 percent. This forecast may continue to grow to 4 percent or more.

Outlook Report: 2010 Searching for the Afterparty
by Robert N. Stein of Astor Asset Management, 2/16/10
Markets will grow in 2010, but foreign and domestic gains will be harder to find than they were a year ago. The market's panic and robust recovery suggest a return to growth rates closer to historical norms, with some areas outperforming others. Sectors that performed best during the recession may be the highest performers during the recovery.

How Professionals Select Investments
by Adam Jared Apt, 2/16/10
In this guest contribution intended for the educated layman, advisor Adam Apt discusses the process by which investment managers select individual securities, contrasting the disciplines of fundamental and technical analysis.

World Markets Dance to China's Tune
by Monty Guild and Tony Danaher of Guild Investment Management, 2/10/10
Monty Guild and Tony Danager of Guild Investment Management say China is now recognized as the world's engine of economic growth, with $2.4 trillion in surplus capital and a fast growth rate. They expect China's GDP to grow at least 9 percent in 2010 even if the country's real estate bubble bursts.

Chuck Akre on the Akre Focus Fund
by Robert Huebscher, 2/2/10
Chuck Akre is the Managing Member and Chief Executive Officer of Akre Capital Management, which he founded in 1989. He has a track record of above-average performance over the last 20-plus years managing mutual funds, separately managed accounts and partnerships, and he discusses the strategy he employs in his new Akre Focus Fund.

Bruce Berkowitz on the Keys to Success for the Fairholme Fund
by Robert Huebscher, 1/12/10
Bruce Berkowitz, manager of the Fairholme Fund, was just named Morningstar's US fund manager of the year. In our interview, he discusses current market conditions, the thesis behind several of his largest positions, his views on health care reform, and the elements of the macro environment that concern him most.

Paul Krugman on Deficits, Taxes, Inflation, and Recovery
by Dan Richards, 1/5/10
Dan Richards' interview with Paul Krugman, the 2008 Nobel prize winner in Economics, covers his views on the size of the next stimulus package, how high marginal tax rates should go, and lessons from the Japanese experience. Whether or not you agree with him, Krugman is highly influential and his views may presage future policy decisions.

Perspectives on 2009 and Beyond
by Ron Surz, 1/5/10
We are again privileged to provide Ron Surz' award-winning market commentary. Surz examines global performance in Q4, 2009 and the prior decade.

The Next Black Swan? Underfunded Public Pensions
by Robert Huebscher, 12/15/09
The plights of California and other states reveal an ominous threat our economy faces: underfunded public pension liabilities. We examine the size and scope of this problem, focusing on whether the underlying assumptions used to calculate liabilities are realistic.

Investing in Range-bound Markets
by Vitaliy Katsenelson, 12/15/09
Vitaliy Katsenelson, a frequent contributor to these pages, reviews his thesis for secular market cycles, why the US markets remain locked in a range-bound state, and what it will take for them to exit from that state.

To Roth or not to Roth, That is the Question
by David B. Loeper, CIMA, CIMC, 12/1/09
With the new Roth conversion rules about to be lifted next year and a "one-time special offer" available to allow investors to spread the tax bite of conversion over two years, more and more Roth conversion calculators are showing up every day. Be wary, says Dave Loeper of Wealthcare Capital. If you use one of these calculators, don't say he didn't warn you about how misleading the results can be.

Our Steroidally Challenged Economy
by Vitaliy Katsenelson, 11/17/09
Vitaliy Katsenelson writes that the US economy is like a marathon runner who, after suffering an injury, takes steroids in order to return to racing. His performance is fine, but what don't see are the risks, just as our economy is now "steroidally challenged."

Disheartened
by Michael Lewitt, 11/17/09
We are again privileged to publish an excerpt from Michael Lewitt's HCM Market Letter. In this issue, titled "Disheartened," Lewitt argues that the powers-that-be are making limited progress addressing the structural problems in the economy, and that the greatest challenge is to achieve budgetary discipline.

The Best Books on Investing
by Vitaliy Katsenelson, 11/3/09
Author and fund manager Vitaliy Katsenelson provides us with his list of the best books on investing. It contains six sections: Selling, Think Like an Investor, Behavioral Investing, Economics, Stock Market History, and Books for the Soul.

Stay the Course or Plot Another?
by Ted A. Ponko, CFA, 10/27/09
Is it reasonable for investors' objectives to change along with major fluctuations in their wealth? In these instances, sticking with the current portfolio may not be the best option - even for long-term investors. In this guest contribution, Ted Ponko of Klein Decisions argues advisors need a reliable way to determine when to stay the course and when to plot another.

Finance After Auschwitz
by Michael Lewitt, 10/20/09
We are again privileged to provide an excerpt from Michael Lewitt's HCM Market Letter. In this installment, Finance After Auschwitz, Lewitt examines the dangers posed by Iran, whether the market is overvalued, the future of securitization, and what should be done about the private equity industry.

So Far so Good: The Decrepit Decade Winds Down
by Ron Surz, 10/6/09
Ron Surz provides his award-winning market commentary, covering performance in the US and global markets, broken down by style, sector, and other dimensions.

Building a Practice in America?s Fastest Dying City
by Robert Huebscher, 8/25/09
While many - perhaps most - advisors use client appreciation programs as part of their marketing efforts, Mo Young has embraced this idea and made it his sole marketing focus. Young's practice is based in Youngstown, Ohio - which has the distinction of losing population more rapidly than any other city in the US - yet Young has added several hundred new clients over the last four years with his strategy.

New Rules of Growing Your Book of Business: Microblogging with Twitter
by Dan Sommer, 8/18/09
Twitter has quickly become one of the fastest-growing and most talked-about marketing channels on the web. In this guest contribution, Dan Sommer explains how this rapid growth and wide adoption across many demographics makes it ideal for financial professionals looking for new ways to reach potential clients and build thought leadership.

The Problem with the Euro
by John Mauldin of Millennium Wave Advisors, 5/31/08
Results 2,751–2,772 of 2,772 found.