Alternatives
Tips from Druckenmiller: Commodities, Asian Stocks, Big Tech
Despairing of US policy and low interest rates, the billionaire investor makes his case.
Tag: Federal Reserve
Market Moves
Why Joe Biden’s First Year Might Fall Short in Stock Market Terms
Historically, a new president’s initial year is not a barn burner, LPL stats show.
Market Moves
Why the GameStop Explosion Won’t Destroy the Stock Rally
Veteran stock seer Jack Ablin sketches out how come last week’s disruption lacks the oomph to derail the market.
Market Moves
Jeremy Grantham Thinks the Bubble Will Burst … But He Has Some Stock Picks
The noted bearish savant isn’t optimistic in general, but still has some ideas he says will see investors through.
Market Moves
How GameStop’s Robinhood Boosters Are Clobbering Hedge Funds
A ‘flash mob with money,’ their enthusiasm for the ailing retailer’s stock has lost short sellers a reported $23.6 billion.
Alternatives
Bitcoin Will Never Be Real Money, Says UBS, Because It’s Too Volatile
Cryptocurrency isn’t a stable source of value, so people can’t depend on it, the bank’s top economist charges.
Asset Allocation
Special Report: What Low-Paying Fixed Income Still Gives Us: Ballast
Despite small interest payments and not much price appreciation potential, many investors say it does deliver in this one area.
Market Moves
Follow Up: BlackRock’s TIPS Call Looks Prescient
Expecting higher inflation, the asset manager has called for investing in the security that shields investors.
Market Moves
With Inflation Expected to Edge Higher, BlackRock Says Buy TIPS
They’re the best way to offset an upward trend in the CPI, the firm advises.
Market Moves
December Should Be OK, Just Not Its Usual Top-Tier Self
Muted market gains this month, strategists say, are overshadowed by blow-out earlier months.
Will the Wheels Come Off the Market in 5 Years?
Doubts rise that stock’s boffo performance will keep rolling through 2025, although almighty tech might let it maintain some momentum, savants say.
Market Moves
‘No End in Sight’ to Government Spending, Gundlach Says
Bond King says that output will bring much more Treasury issuance, and the Fed’s buying a lot of it.
Asset Allocation
If You Think the Dollar Has Lost Value Now—Just Wait
The buck, off almost 5% in 2020, could dive another 20%, Citigroup warns.
How ABS Survived the March Wipeout and Staged a Comeback
Asset-backed securities, the runt of fixed income, boast sturdy cash flows, among other worthy attributes.
Will Snags with New Washington Stimulus Squelch the Economy and Stocks?
Not really, says UBS’s Haefele, sounding optimistic on vaccines and possible fresh aid in 2021.