How Sustainable Is the Gold Rally?
As the metal shoots over $1,500 and looks to head higher, questions arise about its volatility.
Market Drilldown
Is China Unstoppable?
The world’s second-largest economy seems destined to overtake the US over the next decade. At the same time, its growth rate is slowing.
Sure, Hedge Funds Are Charging Less, but There’s a Catch
Some of them aren’t as pretty as they look, by playing games with how fees are calculated.
Why the Index Effect Is Now Ineffectual
A favorite arb maneuver is crowded out by a swarm of ETFs adding and subtracting stocks.
The 4 Most Promising Second-Tier Emerging Markets
Bigger names like China and India get the attention. Then there are EMs one rung down, overlooked yet harboring breakout potential.
The Malls Get Mauled: Will Retail Real Estate Recover?
While stores are closing like crazy, courtesy of Amazon, what remains after the shakeout should be a decent investment.
Inflation Is Dead: What’s Needed to Reanimate It?
A growing younger population and rich emerging markets could return it to life. Meanwhile, expect a decade or more of quiescence.
Big BBB Downgrade Damage Ahead? Maybe Not
Why the anxiety about this overstuffed bond category may be overdone.
Why Are Commodities Sliding? Blame China
Beijing already was trying to cool its economy, then the trade war struck.
Why Private Equity Amps Up Takeovers of Public Companies
After hitting low point post-crisis, take-private deals surge amid torrent of new PE investments.
Private Investors to the Rescue for Ailing Infrastructure? Not So Fast
Government sources can’t do the job alone. But non-public funding may find a rocky road.
So, IPOs Are Disappointing? What Else Is New?
Tanked offerings by Lyft, Blue Apron, and others are all too common. Historically, many companies going public have underperformed.
Why Alts Are Burgeoning: Naked Fear
Amid the aftershocks of the ’08 crisis, investors are drawn to the perceived safety of their diversification, and to pretty good returns.
Cause for Worry: Stock and Bond Prices Walk Hand in Hand
Positive correlation means mixed signals on economy’s direction, no more buffer