Who is the real “change candidate” after 12 years of Conservative government in the UK: Keir Starmer, the leader of the opposition Labour party? Or Liz Truss, the fourth successive Tory prime minister?
Review the latest Weekly Headings by CIO Larry Adam.
U.S. stocks are moving higher in pre-market trading, following yesterday's third-straight 75-basis point rate hike from the Fed.
Tesla recently outlined what will determine where the carmaker puts its next plant. Looking at the list, it’s easy to imagine Elon Musk wishes he had a do-over and didn’t put his first European factory in Germany.
Generating investment income is challenging, especially in the low-yield environment we have been living with for the past decade.
U.S. stocks are declining in pre-market trading as the markets await the Fed’s highly anticipated monetary policy decision tomorrow.
Peloton Interactive Inc. is launching its long-awaited rowing machine, a $3,195 product aimed at expanding the fitness company’s appeal and helping reverse a sales slide.
We know many people think we are beating a dead horse, but this horse is far from dead.
It’s a binary world. To an extreme extent, opinions on the market are divided, and they are split on one key issue: Will the Fed have to “pivot” toward easier monetary policy in the next few months, or won’t it?
Individual impact aside, Biden’s student loan forgiveness will harm the U.S. currency and economy. Here’s how I see it as a value investor.
After more than 40 years of work in the financial markets, studying all the data I could get my hands on, I’ve found it to be universally true that those who argue “history doesn’t matter” have never actually studied history.
Populations are aging, and the economic consequences will be substantial.
After countless delays, the Ethereum “Merge” finally took place this week, switching the blockchain protocol from proof-of-work (PoW) to proof-of-stake (PoS).
What lessons for today? Any intervention in foreign exchange markets must be credible to have any chance of working. And when the Fed takes a course that is out of sync with the rest of the world, stresses increase on the rest of the foreign exchange architecture.
Countries from Costa Rica to Croatia are betting that remote work is here to stay, competing to host digital nomads even as more employers push for a return to office.
Dividends and dividend-paying stocks are getting renewed attention in recent months.
U.S. equities are modestly higher in afternoon action on the heels of yesterday's sharp drop that came as consumer price inflation surprisingly came in hot.
“Price matters again in investing,” according to Bob Wyckoff a managing director of Tweedy, Browne. “That serves the interests of value investors.”
How bad was the August US inflation report? Let me count the ways. It’s a while since a macroeconomic release has come as such a nasty surprise, but on balance the extremely negative market reaction to the numbers was justified; they’re awful.
Over the summer, we’ve been told that inflation rose to a 40-year high.
Here are the 10 best books I read from September 2021 through August 2022.
The dirty little secret of office expenses is you should never pay for it as a variable expense.
The pandemic surge in demand for houses has run its course.
As policy makers vie to claim the mantle of hawk-in-chief, spare a thought for what we like to think of as the recovery.
Last year, I wrote an article discussing that 2022 earnings estimates were too optimistic given the impending reversal of the economic “Sugar Rush” of massive liquidity injections.
Today, about 1% of our vehicles are electric. What will happen in 2035 when many more EVs need to be charged, potentially during another heatwave?
Many ask if Jerome Powell can emulate Volcker. We will certainly find out. But much has changed in 42 years. Does Powell even need to emulate Volcker? Here, some prominent economists disagree. Today we’ll talk about the issues.
U.S. stocks are continuing to trade higher in the final session of the week and are on pace to end a three-week losing streak.
Normally, this section of Point of Return closes the newsletter. Not today. If there was ever a great survivor, it was Elizabeth II, who has passed away after seven decades as Queen of England.
As one of us points out relentlessly, risk isn’t a number, rather it is a notion or a concept.
Franklin Mutual Series’ Investment Strategist Katrina Dudley believes that higher inflation in Europe stemming from rising energy prices, as well as lower relative interest rates, may keep the euro under pressure.
Global imbalances are growing ever more intense, and that’s visible most clearly in the incredible strength of the US dollar. It’s becoming quite extraordinary.
We are frustrated by the lack of new clients this year.
Prateek Bhardwaj broke out as a social media star on TikTok’s short-video platform, drawing in close to a million followers and a slew of big-brand endorsements. But he’s no longer on the app.
Market veterans will tell you there are no shortcuts in investing
One of the common questions I get is how to convert a friend or acquaintance to a business prospect. Use this five-step process.
The future of retirement should be individual retirement accounts. We should phase out pensions in public sector jobs and make retirement accounts accessible to more people rather than enlarging Social Security.
September has historically been one of the worst months for stocks. The Fed’s aggressive moves and upcoming midterm elections could make this September particularly interesting.
Some earlier big run-ups in the US currency’s value, including in the mid-1980s and the early 2000s, were eventually followed by sharp declines.
The world does not need another take on Jackson Hole. But here we go.
Copper is one of the essential elements of today’s economy, and tomorrow’s.
A growing number of prominent financial groups believes the era of low inflation is behind us, and that one investment strategy is to boost exposure to commodities and natural resources.
I will share some ideas for how create a special event to honor a client.
Franklin Mutual Series explains how global investing may provide a path to better returns.
Here are the top five mistakes I’ve made in my practice and ways you can prevent them altogether.
My article, “The Trial of Ken Fisher for Crimes Against Annuities,” marked the beginning of my effort to aggressively defend annuities against criticisms that had become too exaggerated, too longstanding, and too inaccurate to be left unchallenged.
U.S. stocks ended the day in the red, continuing last week's sharp drop following comments from Fed Chairman Jerome Powell last Friday that heightened inflationary concerns.
The Dow Jones Industrial Average fell more than 1,000 points on Friday, caused apparently by Fed Chairman Jerome Powell’s attempt to use a brief speech to channel the ghost of Paul Volcker.
With the 2013 publication of Capital in the Twenty-First Century, Thomas Piketty singlehandedly made inequality the focus of economic and political discourse. In his new book, he goes farther – advocating Marxist-like policies to achieve what he considers progress – greater equality.
