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Reality May Soon Overtake Post-Election Equity Rally
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The reality of politics collides with the optimism of the campaign
Oppenheimer Funds, February 28, 2017 , Krishna Memani, Chief Investment Officer
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Positive Feedback Loop
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"Good luck being bearish on humans for any extended period of time."
Jared Dillian , Mauldin Economics, The 10th Man, March 16, 2017
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A Possible Leadership Rotation in 2017?
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"While investor sentiment has been slow to warm in America in this bull market, Europe (and, specifically, the eurozone) is even further behind."
Fisher Investments MarketMinder, March 1, 2017 , Fisher Investments Editorial Staff
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The Priceless Parable of Price Discovery
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“Gentlemen prefer bonds.” So quipped Andrew Mellon in 1929 as stocks fell and investors rushed into bonds, pushing their yields down and prices up. Historians recount that the flight to safety had anything but a smooth landing.
Money Strong, December 21, 2016 , Danielle DiMartino Booth
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Donald Trump on Wall Street
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There are so many different aspects of Donald Trump’s life that we could talk about, but the focus here is on Trump’s two publicly traded companies, Trump Hotels & Casino Resorts Inc. and Trump Entertainment Resorts, Inc.
Global Financial Data, October 12th 2016 , Dr. Brian Taylor
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Comparative Stock and Bond Performances since 1981
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25 Year Zero Coupon Bond vs S&P 500 Total Return
Gary Shilling , Gary Shilling's INSIGHT newsletter, August 2016
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Dividends Tell a Better Story than Corporate Earnings
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"Given the confusion that can be created from the two different ways to calculate earnings, we think an old saying among investors perfectly applies: “profit is an opinion, cash is a fact.” "
Oppenheimer Funds, July 5th, 2016 , Laton Spahr, Robert McClure, Eric Hewitt
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The Demise of the Zero Yield Bound
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"The asymmetry of bond markets was often used to differentiate the performance potential of fixed income and equity investments. Bonds, we were told, had significant downside potential, while their upside was limited by a purported zero yield bound."
GAM, June 10th 2016 , Tim Haywood
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A Third Major Bubble That Looks Set to Finally Burst
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"As noted, when investors buy bonds for capital gains and equities for yield, something looks wrong!"
CrossBorder Capital, June 2016 , Michael Howell
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By this metric, bonds have never been more valuable
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"Return is the most salient feature of any asset class, and it’s hard to get happy about 0%. In an asset allocation framework, however, return has different dimensions."
Vanguard, May 26, 2016 , Joe Davis, global chief economist.
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