<i>Breakfast with Benjamin:</i> Fresh talk of extending QE is a sign that the markets just want more. Plus, gold shines bright among the carnage, learning to love leverage, and more.
Advisers should look at alts, but fees are too high, he contends.
<i>Breakfast with Benjamin</i> today features: More market volatility on the way and not just for stocks. Plus: Consumers' bad attitudes, Fed chief Janet Yellen's first big test, and more.
The case for traditional long-only allocations to stocks and bonds is getting weaker by the day, increasing the importance of finding a way to fit alternatives into client portfolios.
<i>Breakfast with Benjamin:</i> Wall Street observers' resolve likely to be tested today, plus what could lift stocks out of their funk, solid earnings from Goldman Sachs and Janet Yellen's puzzle.
<i>Breakfast with Benjamin:</i> When in doubt, follow bonds' lead. Plus: Consumer spending to the rescue, Johnson replaces Johnson at Fidelity, and more.
Some embracing decline and accompanying volatility to put cash to work
If you can withstand early bumps, growing economy will justify stock market gains.
Despite hunger for risk with stock rally, appetite also strong for world's safest asset.
Some strategists suggest taking profits but being ready to get back into the market for year-end rally.