Asset Management Culture
Ill-Starred Investing Ace Bill Miller Posts Whiz-Bang 2019 Returns
Former Legg Mason manager, slammed in crisis, sees holdings surge 120%.
Tag: S&P 500
Asset Allocation
Defense Stocks Are Killing It, but for How Long?
Amid swelling Pentagon spending under Donald Trump, they look good. But under President Bernie Sanders?
Ackman, Buying a Stake in Idol Buffett’s Firm, Finally Turns a 2019 Profit
Hedge fund chief has touted his recent Berkshire purchase as an element of his comeback, although that’s unlikely.
Asset Allocation
Why Wall Street’s Ho-Hum Reaction to Iran? Déjà Vu
Stocks haven’t suffered much or taken long to recover in past conflicts.
Market Moves
S&P 500 May Fall 20% in Early 2020, Bullish Ed Yardeni Says
But then he expects a rebound that will send the market up again in the second half.
Asset Allocation
Share Buybacks to Slide 15% in 2019 and 5% Next Year, Says Goldman
Earnings dip, high corporate debt, and gloomy CEOs are to blame, the firm believes.
Here’s Why Stocks Seem Set for a Mediocre 2020, if Not Worse
A so-so economy, low earnings growth, an un-inverted yield curve, and a stand-pat Fed are part of the mix for a ho-hum year.
Asset Allocation
Small Caps Start Climbing, at Long Last
Beaten down for much of the current bull run, smaller stocks out-pace the big boys.
Frozen Liquidity Problem Solved, Kinda, So Alts’ Popularity Grows
Liquid alternative investments let you cash out, but what will happen in the next market panic?
Risk
A Warren Win Wouldn’t Necessarily Bring a Bear Market, Says Bernstein
Similar downbeat predictions about Obama and Trump came to naught, strategists point out.
Market Moves
A Nice November Portends a Great Market 2019 Finish, Says Stovall
Contrast the current situation with year-end 2018’s lousy showing.
News
3rd Year of a President’s Term Is Best for Stocks, Report Says
The odds are highest, at 82%, the S&P 500 will be up, per Bespoke.
News
The Next Buzzy Stocks Are … Utilities
T. Rowe Price says plodding sector is perking up, thanks to renewables.
Market Moves
Value Finally Has Its Day, but Will that Last?
Lower-cost stocks have outpaced hot-shot momentum plays since August.
Market Moves
3rd Quarter Earnings Are Down, But not as Much as Expected
A 1% reduction is taking shape, with most companies already reporting, and things could’ve been worse.