Market Moves
Giddy Market Focuses Only on the Fed Statement’s Good Half
The rest of the announcement, spotlighting the virus’ seemingly dauntless chokehold on the economy, gets ignored.
Tag: Stock Market
Market Moves
Economic Pain May Last for Years, Shiller Warns
Psychological effect of persistent virus could make businesses and consumers overly cautious, hurting GDP, the economist says.
De-risking Corporate Pension Plans Is Getting Tougher
After making great strides to improve DB funded ratios, increased market volatility and delayed contributions may reverse that momentum.
The Madness of Crowds: How to Cope with Today’s Faster Volatility
A number of strategies to navigate this new chaotic terrain fall short, but others come out OK if you don’t want to beat the market.
Market Moves
Active Funds Still Are Losers, Malkiel Says
Contrary to current predictions, pandemic-propelled volatility won’t finally let them outshine index portfolios, passive investing’s father argues.
Coronavirus - COVID-19
Pandemic Will Slice 7% from World’s Wealth in 2020, Says BCG
A painful $16 trillion could vanish from the planet’s coffers, only the second down year this century, Boston Consulting’s study estimates.
Market Moves
Druckenmiller Owned 5 Hot Stocks, but Only Gained 3% in the Rally? Huh?
Half his portfolio was in the likes of high-flying Amazon, but he came nowhere near the S&P 500’s 40% March-June rebound. Was caution-minded hedging to blame?
Market Moves
Why Did Bill Ackman Unload His Berkshire Stake?
A self-proclaimed acolyte of Warren Buffett, the hedgie isn’t loudly applauding the Oracle of Omaha like before.
Market Moves
Stock Market’s Rise Doesn’t Jibe with Overvalued P/E, Stovall Warns
CFRA sage likens investors to an ‘irresponsible teenager’ borrowing against dubious future allowances.
Market Moves
Enjoying the Post-Bear Rally? A Correction Is Overdue, LPL Strategist Says
The bounce back from the February-March slide is getting old, Ryan Detrick points out.
Market Moves
Market Is 2nd Most Overvalued, after 1999’s, David Tepper Says
Comparison to dot-com bubble year helps send current stocks down for the day.
Market Moves
Re-Opening the Economy Won’t Do Stocks Much Good, Says Yale Expert
Portent: Chinese consumers remain fearful about going out after lockdown lifted, ex-Morgan Stanley honcho Roach warns.
Asset Allocation
Bad Breadth: 5 Giants’ Market Dominance Is a Grim Sign, Goldman Says
History shows that the lofty status of Microsoft and its tech peers could lead to a deep market rout, the firm warns.
Market Moves
Dogs of the Dow Get Bitten
Storied value play, usually a can’t-miss strategy, falls afoul of the recession and oil bust.
Coronavirus - COVID-19
What Bear Market? Why the More Solid Stocks May Be on the Upswing
While more overall market misery likely is in store, this bunch should be headed higher, SunTrust’s Lerner says.