Jeremy Grantham: How to Live in an About-to-Burst ‘Super Bubble’
The noted seer has some refuge investment ideas. Hint: not US stocks.
Risk
Stocks Rise for a Change: Is It Real?
The turnaround from January’s downdraft comes in spite of rising interest rates, a powerful depressant.
What If Earnings Season Turns Out to Be a Bust?
Ned Davis thinks profit growth will come in way south of what the market expects.
Inflation’s Progeny: Another Rotten Day on Wall Street
Stock and bond prices slump, with the 10-year Treasury yield rising to 1.85%.
Jeremy Siegel: What to Buy to Be Insulated From Inflation
Hint: Not TIPS, which the Wharton prof terms ineffectual.
Inflation Soars, but Market Shrugs
Time was that high price gains slammed stocks. Why not now? The ‘transitory’ narrative lives.
Don’t Worry: The Economy Will Boom Up Ahead, Says Dimon
Despite widespread unease, the JPM chief has faith in strong household finances and the Fed.
What Public Pensions Can Learn From Puerto Rico’s Bankruptcy Crisis
Puerto Rico ERS’ collapse could have been avoided, an industry expert says.
Uh-Oh, Consumers’ Confidence Fades, So Their Spending Should, Too, Economist Says
Natixis’ Lavorgna says people’s current high outlays can’t stay that way for long.
Savant Bob Doll’s 10 Predictions for 2022
The Crossmark CIO sees a more challenging year ahead, and reviews his hits and misses from 2021.
US Corporate Pensions’ Funded Status Surges in 2021
Increasing funding levels are expected to spur another big year for pension risk transfers.
Virus Caseload Surges, but So Does the Stock Market
Despite the US seeing a record 1 million cases Monday, the S&P 500 keeps powering upward.
$150 Billion Danish Pension Fund Decides to Increase Risk
The fund is the largest of its kind in Denmark.
More Bad Inflation News: The Fed’s Favorite Metric Climbs
The PCE popped up 5.7% in November, continuing its higher trend.
Look Sharpe, Says Goldman: Stocks That Thrive Amid Volatility Will Have a Good 2022
With slower economic growth and higher rates, these shares should handily outpace the S&P 500, the firm contends.