What’s Buzzy: Cathie Wood Likes T-Bonds Over Large Caps
The doyenne of disruption thinks deflation will change the game board. Except for her beloved Tesla.
Market Moves
Buy the Dips Is So … Last Month
Investors’ habit of bagging stocks during temporary slips could be going away, El-Erian warns.
Pension Fund Investment Portfolios Thrive During Pandemic
Many of the world’s largest institutional investors report over 20% gains despite the economic impact of COVID-19.
4 Scenarios for the Fed’s Tapering: From Benign to Horrible
What should the pace of reductions be? The slower, the better, says research sage Jim Woods.
The Inflation Threat Is Hooey, Even as Money Supply Climbs, Says Savant
Sure, the Fed has created more dollars, but that doesn’t mean they’ll lead to a price spiral, argues David Waddell.
Union Files Legal Challenge Over OMERS’ Early Retirement Policy
The Canadian Union of Public Employees is also calling for a review of the pension fund’s investment decisions.
No Need for Taper Trepidation for the Stock Market
The situation now is less fraught than during the 2013 tantrum, argues UBS’s Mark Haefele.
Sure, Delta Cut Goldman’s GDP Forecast, but It’s Not Too Bad
Compared with anemic economic growth in the past decade, things are still looking up.
Allocator Insights Webinar August 17: Consultant’s View
Taylor Mammen, Heidi Poon, and David Tatkow will discuss the best opportunities for investors at 2 p.m.
Friday the 13th Turns Out to Be a Pretty Lucky Day for Stocks
The seemingly cursed day is mostly in the black, and does quite well when it occurs in August, LPL’s Detrick calculates.
Giant Tech Stocks Primed for Another Slide, Says Sage
Last Friday's strong jobs report signals the rise of lesser lights in the market, Leuthold’s Jim Paulsen predicts.
Exclusive: Hartford HealthCare Posts a Healthy 33.5% Gain Despite Industry Pains
Investment Committee Chair David Roth gives high praise to CIO David Holmgren for the return.
Why Morgan Stanley Thinks These Stocks Are the Bomb
The Wall Street house gives its semi-annual picks on what can do well in any economy.
Why the Market’s Breadth Might Mean a Downdraft After All
Wide dispersion in stock sectors suggests a slide ahead, says Sam Stovall, citing market history.