Beating Buy and Hold: A Thinking Man’s Guide to Market Timing
Investors have heard for ages that tactical strategies are a fool's errand. But the results of these high-caliber market timers speak for themselves.
GMO’s Grantham: Some Boom Left Before the Doom
Jeremy Grantham thinks the market will rise another 8% before the bubble bursts, leaving a legacy of multiyear negative real returns.
3 Former Treasury Secretaries Sing a Song of Woe
Three former secretaries of the Treasury—like their operatic counterparts the Three Tenors—were singing the same tune, a requiem for the U.S. political system.
Jumbo Chinese Investment to Fuel Up Pakistan
China’s $45 billion investment in Pakistan is huge news for a country that many investors have been reluctant to approach in recent years.
Rogoff: This Time Is Not Different (That’s a Good Thing)
Economic historian Ken Rogoff says pessimists are wrong to assume that "this time is different" and that we’re heading into an era of secular stagnation.
International Investing and Risk: Political and Economic
Here are some of the factors affecting the oil and gas sector.
Asian Infrastructure Investment Bank Broadens Opportunities
The U.S. may not be overjoyed at the fact, but a new investment bank in Asia represents a host of new opportunities for infrastructure growth.
Ukraine’s Debt Is ‘Unsustainable’: Invesco
One emerging market debt expert says that “it is not surprising that we have begun to see companies attempt to restructure their debt” in Ukraine.
Argentina Fighting Its Way Back Economically
Most recently Argentina has been working on reentry into capital markets.
Kotlikoff: Social Security’s Rules Ripping Off Recipients
Laurence Kotlikoff talks to ThinkAdvisor about some of the most "devious" among Social Security's 1,728 rules—and why high-income clients ignore them at their peril.