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Bonds

Market Noise and Fed Messaging

Michael Farr | Posted 04.17.2014 | Business
Michael Farr

So far this year, the mid-cap banks are outperforming their behemoth cousins, and we now may know why. The big question, though, is how detrimental have these new regulations been to the economic recovery?

Sub or Scrub: Why to Keep a Close Eye On Your Subcontractors

Jack Garson | Posted 04.01.2014 | Business
Jack Garson

Even if you start with a good sub, bad stuff can happen. You need protection. This can take a variety of forms, but the most important include the following.

Anatomy of a Market Lie: CNBC Misreads the Fed and Helps Out Short Sellers

Terry Connelly | Posted 03.20.2014 | Business
Terry Connelly

Despite Yellen's evident caution and discomfort in expressing any specific quantitative definition of "considerable period," the stock and bond markets chose to take Yellen ultra-literally about the six months and turned suddenly and violently downward.

Mother Nature Clouds the Outlook

Michael Farr | Posted 02.25.2014 | Business
Michael Farr

How much of the slowing can be blamed on Mother Nature? Nobody knows for sure, of course, but there is enough reason to believe that the brisk pace of growth recorded in the second half of 2013 will not be sustained in 2014.

Tinker, Taper, Forward Guide: The Fed Confronts the 'Coldilocks' Economy

Terry Connelly | Posted 04.13.2014 | Business
Terry Connelly

Once upon a time in a century far, far away, the U.S. economy was perceived by one and all as in a "Goldilocks" state: not too cold, not too hot, just right."

The VIX Also Rises

Michael Farr | Posted 04.05.2014 | Business
Michael Farr

The more people working, earning income and spending, the greater the economic benefits. The masses move the needle, not the 1% at the top.

Bernanke's Colorful Metaphor For The Financial Crisis Is Spot-On

AP | By MARTIN CRUTSINGER | Posted 03.18.2014 | Business

WASHINGTON (AP) — In his final public appearance as chairman of the Federal Reserve, Ben Bernanke took a moment to reflect on the 2008 financial cri...

Goldman Sachs Profit Tanks

AP | By The Associated Press | Posted 03.18.2014 | Business

Goldman Sachs reported Thursday that its fourth-quarter profit dropped 21 percent as revenue from mortgages and trading in bonds and other securities ...

Support at 3.0%?

Michael Farr | Posted 03.12.2014 | Business
Michael Farr

Is there any doubt that the amount of cars or dishwashers or flat-screen TVs (these are the Fed's "durable goods", which are typically bought using credit) would slow if credit were to suddenly become dramatically more expensive? Wouldn't the recent massive expansion in student loans slow as well?

Escape From Government Engineered Financial Repression

Brendan Ross | Posted 11.07.2013 | Business
Brendan Ross

If you're like a majority of average American investors, you earn 1 percent or less in your savings account, mutual funds or bonds, and lose 2-3 percent to inflation. Ever wonder where that 2 percent difference goes?

The Fed Isn't Ready To Stop Feeding The Economy Easy Money

AP | MARTIN CRUTSINGER | Posted 10.30.2013 | Business

WASHINGTON -- WASHINGTON (AP) — The Federal Reserve says the U.S. economy still needs support from the Fed's low interest-rate policies because it i...

Global Markets Are Not Prepared for the German Election

Gemma Godfrey | Posted 11.20.2013 | Business
Gemma Godfrey

Investors are expecting an eventual reduction of support by the Fed, and Merkel winning the election this weekend. However, what stock markets have not priced in is the resurgence of Eurozone troubles into the headlines. So what are the options, why is this important and how will this effect markets?

Fed's Problem: Deflation?

Terry Savage | Posted 11.19.2013 | Business
Terry Savage

The latest report on the Consumer Price Index (CPI) shows inflation edged up only 0.1 percent in August, less than expected. And the year-over-year inflation rate is only 1.15 percent. So is that good news, or bad?

Fire Island Is Getting Lit With Fiber Optics -- But What About the Rest of Verizon, Much Less the Voice Link Wireless Issues or the $130 Billion Vodaphone Deal?

Bruce Kushnick | Posted 11.16.2013 | Business
Bruce Kushnick

OK, so a group of small beach communities on an island finally got some adequate phone service; what about the 27 million households in Verizon's territories not to mention the tens of millions of business?

Surviving the Bond Exodus

Natalie Pace | Posted 11.09.2013 | Business
Natalie Pace

We both took time in a deserted New York City office building on the Friday before the last, long summer holiday weekend, to discuss something that affects every professional, but puts most people to sleep!

Are U.S. Stocks the Best Investment in the World? Interview With Liz Ann Sonders, the Chief Investment Strategist of Schwab

Natalie Pace | Posted 11.04.2013 | Business
Natalie Pace

"Syria is one of those exogenous things, and it is tough to judge the implications. Military events that tend to be short-lived, like this one might be, have actually proven to be phenomenal buying opportunities."

Emerging Markets Sell-Off: What's Next?

Otaviano Canuto | Posted 10.28.2013 | World
Otaviano Canuto

The last weeks of summer have been marked by renewed pressure of capital outflows and exchange rate devaluations in several systemically relevant emerging markets. This is just the latest round of a global portfolio rebalancing that has been in motion since May 22.

Wall Street's First Woman: Muriel Siebert

Natalie Pace | Posted 10.28.2013 | Business
Natalie Pace

Muriel "Mickey" Siebert, who passed away on Saturday, Aug. 24, 2013, in Manhattan, is a legend on Wall Street. Needless to say, Siebert knew a thing or two about Wall Street, about bonds and about regulatory oversight (or lack thereof).

Why the Fed Fears Higher Mortgage Rates

Peter G. Miller | Posted 10.21.2013 | Business
Peter G. Miller

Just the thought of reduced Fed purchases has caused investors to shiver, interest rates to rise and bond prices to fall. So, to an extent, the marketplace has already anticipated some reduction in Fed purchases.

Development Banks and Post-Crisis Blues in Investment Finance

Otaviano Canuto | Posted 10.19.2013 | World
Otaviano Canuto

International long-term private finance to developing countries has changed dramatically in the wake of the global financial crisis. In such a context, it is no surprise that the creation/expansion of national and multilateral development banks has been getting so much attention.

Stick With Your Grandfather's Portfolio

Dan Solin | Posted 09.29.2013 | Business
Dan Solin

If your grandfather was wise enough to determine a suitable asset allocation and invest in a globally diversified portfolio of low-management-fee index funds, you should follow his example and be grateful you inherited his wisdom.

How to Put Your Portfolio's Risk Level in Perspective

Women & Co | Posted 09.16.2013 | Business
Women & Co

Am I taking too much risk? To answer this question, we'll often look at our portfolio, focusing on the mix of stocks and conservative investments.

The Bull Market: How It Looks Depends on Where You Stand

Women & Co | Posted 09.08.2013 | Business
Women & Co

Our feelings about the stock market are heavily influenced by the investments we already own, a phenomenon known as "anchoring." Many of us also suffer from "recency" bias, the tendency to read too much into short-term market performance.

Quantitative Easing: An Addiction That Makes Cold Turkey Inevitable, but Timing Will Be Key

Michael Kay | Posted 08.24.2013 | Business
Michael Kay

Commentary and debates from some of the most talented brains in economics reveal a myriad of differing opinions surrounding orthodox and unorthodox monetary policy, but one fact we can be certain about -- QE cannot last forever.

Fed Driven

Michael Farr | Posted 06.20.2013 | Business
Michael Farr

As the government's role as economic hall monitor is debated and global markets and foreign economies adjust to their own challenges, our focus is on investing in the old-fashioned companies with strong balance sheets, increasing earnings, strong cash flow, and seasoned management teams.