Kleintop: Forget Bonds; Your Portfolio Needs ‘James Bond’
“There’s no ‘high’ in high yield,” LPL guru Jeffrey Kleintop said during an entertaining and insightful panel discussion at IMCA conference.
Expect Volatility as 4 Big Economic Reports Collide: LPL’s Canally
This week brings four major market-moving reports, a rare confluence that John Canally says can mean 20% more market volatility.
Roubini: Fear of Bond Market Rout Is Overblown
The normally gloomy Nouriel Roubini sees a good year ahead, particularly in stocks, but he warns of huge risks lurking thereafter.
El-Erian: Fed Hasn’t Won Post-QE War (Yet)
The head of PIMCO gives four reasons to take a cautious approach to the markets in 2014.
PIMCO’s Gross: Fed Playing a ‘Dangerous Game’
Bill Gross explains PIMCO’s outperformance through an approach that doesn’t fight the Fed, but rather deflects its easy-money approach through a retreat from risk.
Think the Fiscal Cliff Was Bad? This One’s Worse
AEI Economist John Makin warns the Fed must aggressively fight deflation or the U.S. will plunge off the "monetary cliff."
How to Capitalize on Three Emerging Macro Trends
Salient Partners looks to benefit from continued deleveraging, increased energy production in North America, and the demographics of emerging markets.
Why Axel Merk Owns Gold
Because the road to hell — a road stretching from the Fed to the Eurozone to the U.K. to Japan — is paved with good intentions, he says.
Investors Head for Exits, Fearing QE Pullback
Global markets are on a downward trend because of numerous concerns, including the possibility that central banks will ease off their stimulus programs.
PIMCO’s Gross Warns: Get Out of Market, Fed’s QE Chemo Treatment Failing
The lifeblood of America’s ailing economy—the Fed's QE plan—may be “anemic, oxygen-starved, or even leukemic,” warns bond king Bill Gross in his latest missive to shareholders.