Why Donald Trump Has David Kotok Worried About the Global Economy
The investment manager cashed out of many stocks following Trump's election.
Trump Pledges to Cut Regulations by 75%, Will Face Hiccups in Congress
Trump can "undermine" Dodd-Frank through "more lenient regulation and enforcement," Andy Friedman notes.
Kitces to Advisors: Don’t Fear Robos
Technology, not robo-advisors per se, is transforming the advisory business, says industry blogger and wealth manager Michael Kitces.
Trump Inaugural Speech Ignites Fear of Trade War
The fears offset some of the “pro-growth” optimism that has already rallied stocks.
When Trump Tweets, Investors Listen
What does a tweeting president mean for advisors and their investor clients?
Ahead of Inauguration, Investors Not ‘Fully Bullish’: Merrill
Fund managers said they were positioned for stronger growth and inflation, but cash levels rose above the 10-year average in December.
Institutional Investors’ Brexit Outlook Not So Gloomy: State Street
Investors expect Brexit to have some effect on their business operating model.
Bad Explanations for the Financial Crisis Won’t Die
A new group of economists recently challenged the prevailing theory; I respond by taking a page from Nicolaus Copernicus.
Yellen Says Economy Near Goals, Warrants Gradual Rate Hikes
U.S. central bankers are bracing for what could be an economic regime shift.
Goldman, Citi Beat Estimates as Trading Buoys Wall Street
Banks follow JPMorgan, BofA, Morgan Stanley in bond rebound; Blankfein, Corbat continue push to reduce firmwide expenses.