How to Explain China’s Stock Market Crash to Your Clients
The crash in the Chinese stock market is very serious, but the likelihood of it spreading to U.S. equity markets is low.
Cheap Money Is Here to Stay
With commodity prices sliding, China slowing and governments reluctant to adopt bold reforms, jittery markets are demanding ever-bigger gestures from central banks.
A Pension Fund Comes to Its Senses
San Diego County's pension board has fired its outside pension-fund manager, Salient Partners, for its high leverage and costs and poor performance. There's a lesson here.
Energy Part 2: ETFs and Mutual Funds
In today’s challenging markets, many investors are turning to sector investing. The energy sector may be a good place to begin for two reasons.
El-Erian: Yellen’s 7 Reasons for a 2015 Rate Hike
During her recent testimony to Congress, the Fed chief provided important insights about the future of interest rate policy.
Wait for a Dip Before Investing in Stocks
Warren Buffett’s favorite market valuation tool indicates that stocks remain overvalued. So where are the investing opportunities now?
What Fitbit Says About Me — and the World
Almost a month of using Fitbit has reminded me of some old lessons and taught me some new ones.
Greek Deal Was the Easy Part for Both Sides
The negotiations over the weekend between Greece and European leaders were bruising and messy, and implementation of the deal will be equally difficult and uncertain.
In Search of Return: 3 Biggest Market Risks and How to Play Them
Last week we began a discussion on finding returns in this challenging market. This week we’ll look at three major risks facing us today.
Searching for Volatility in All the Wrong Places
Why is volatility in stocks falling while it's rising in fixed income?