Gundlach, Ribbing ‘Second-Tier’ Managers, Says 3% Is Rate to Watch
The DoubleLine CEO took an apparent shot at Bill Gross while discussing his yearly outlook, which also predicted a stock selloff around Trump’s inauguration.
Bill Gross: Forget Dow 20K, Here’s the Number to Watch
In his January outlook, Gross discusses "the key to interest rate levels and perhaps stock price levels in 2017."
Dow Flirtation With 20,000: A Ceiling or the Santa Claus Rally?
Brad McMillan of Commonwealth and Jeff Saut of Raymond James are optimistic over a sustained bull market in 2017, this one driven by actual earnings.
3 Topics for Year-End Client Talks — Searching for Alpha for December 2016
With the Fed expected to raise rates, you may want to speak to clients on the makeup of their portfolios.
Fed Officials Expect to Raise Rates in December
Fed officials see a strengthening case to raise rates as the labor market tightened, according to their November meeting minutes.
3 Market Takeaways From Trump Win
The post-election market action on Wednesday contains interesting pointers about the direction of stocks as we close out the year.
Grantham’s Big Forecast Change: No Market Bubble, No Burst in Sight
The GMO investment guru explains what statistics, historic patterns and other factors mean for investors and advisors.
GMO’s Grantham: ‘Presidential Cycle’ for Investors Is Over
The GMO strategist says that thanks to the Federal Reserve no more big third-year market gains are possible.
America’s New Normal Will Look Pretty Slow: Fed Economist
San Francisco Fed’s Fernald sees productivity key uncertainty; tepid growth will mean weaker wages and tax revenue gains.
Bill Gross: Central Bankers Are Gamblers Fueling ‘Capital Destruction’
Janus bond guru compares Yellen, Draghi, Kuroda to delusional gamblers who follow the “Martingale System.”