March Madness: Kleintop’s Sweet 16 Bracket for the Stock Market
“Making stock market predictions can be as challenging as forecasting basketball tournament winners,” Schwab's Kleintop says, but here are the factors he sees playing hardest.
Ritholtz: The Worldwide Deficit of High-Quality Debt
Observers like Jeffrey Gundlach and Gary Shilling expect rates on quality long-term bonds to stay low because of a limited supply, Barry Ritholtz writes.
How the Fed Erased 1% of the Dollar's Value in a Single Day
The strong dollar has curbed the Fed's urgency to tighten.
Gundlach: Beware of ‘Blockhead’ Fed on Rates
The fixed-income expert also warns of the effects a strong dollar has on equity markets and sees continued weakness in oil prices.
Bill Gross: Low-Rate Policy ‘Destroys Capitalistic Model at the Margin’
The bond guru says he wants to replicate his PIMCO track record at Janus, sees 25 basis point rate hike in June.
Gundlach: Fed Raising Interest Rates ‘Philosophically’
DoubleLine Capital CEO Jeffrey Gundlach is also bullish on gold and thinks oil will fall further.
Under the Hood: What You Need to Know About Bond Duration and Convexity
Both the duration and convexity of fixed income instruments are highly relevant for an investor, especially when interest rates begin to ascend.
El-Erian, Gross Split on Jobs Report ‘Wage Puzzle’
El-Erian is more optimistic than Gross on how the Fed will react to the drop in average earnings, but both see rate hikes this year.
Bob Doll’s 10 Predictions for 2015 on Markets, Economy
The Nuveen equities guru sees a good year for markets, though more volatility, with the highest GDP growth since 2005.
Will European Stocks Get Second Life in 2015? Searching for Alpha for January 2015
European stocks are cheap, so the downside risk of owning them is muted.