2014 could be a good year for mortgage REITs and here's why. Plus: Which housing markets are vulnerable to rising rates, gold-mining stocks for the truest gold bugs, an ETF end zone dance, social media apps took over in 2013, and more proof of Obamacare bumbling.
Warren Buffett's Berkshire Hathaway adds a $3.7 billion Exxon Mobil stake, its biggest new holding since IBM in 2011.
ConvergEx Group's chief market strategist takes an investor's look at the famous editorial and updates it to the context of today's equity market.
Plus: Asian markets are charging, hitting a year-end financial high note, how to use bond ETFs, Amex gets stung, and apps for getting fit. Check out Breakfast with Benjamin.
The stock market's rally has more investors and pundits screaming about too-high valuations but the fact is that corporate earnings have risen along with stock prices. The upshot? This unloved rally has room to go higher.
Rising rates this year have weighed on high-dividend stocks such as telecom, utility and real-estate investment-trust company shares. The specter of higher rates in 2014 doesn't bode well, some strategists say.
Plus: Hedge funds short gold, bonds embrace Fed taper, Obamacare hits the family budget hard, a case for reverse mortgages, and holiday tipping tips
Breakfast with Benjamin: At Bernanke's final meeting, Fed poised to cut another $10B from its bond-buying program. Plus: CEOs struggle to manage expectations, income tax pain hits home, a tale of two homebuilder ETFs, and young folks aren't biting on the Obamacare sales pitch.
A paradox for the ages as weak economy pushes stock prices higher.
Breakfast (with Benjamin) is served: Dividend ETFs losing luster as rates rise; Bernanke's last stand; nontransparent active ETFs; Obamacare's drag on health care; useless jobless claims data; and global New Year's traditions.
Investors watch the Fed as its last meeting of the year begins. Also in today's Breakfast with Benjamin: Stocks to buy when the Fed tapers, gold investors seek the bottom, IPOs gone wild, and a Deutsche Bank shopping guide.
A trio of big name stock pickers are planning to close the door to new investors in another sign that there is a shortage of deals to be found in equities. That's good news, at least for some.
Plus: Looking for weakness in the Volcker rule, the case for stocks in 2014, the upside of market bubbles, and what the heck Elizabeth Warren is up to now?
The U.S. stock rally that has extended over the past year is due for a correction of more than 5%, warned investment strategists at T. Rowe Price Group Inc. That doesn't mean it's a time for advisers to stick their heads in the sand, but to proceed with caution.
Index giant Vanguard built its business on the economist's work.
Advisers should still be pushing clients with piles of cash to get into stocks despite the market's stellar year-to-date gains and new all-time highs, said Wells Fargo Advisors' senior equity strategist, Scott Wren.
Portfolio manager still plans to do corporate analysis, study astronomy.
Plenty of legs left in equity rally; companies flush with cash
Friday's breakfast is served: Big banks feel the heat from religious investor groups; Deutsche Bank settles with Finra; the housing recovery's recovery and Jamie Dimon's wacky holiday card
Says of firm's new refund plan: 'It's about time somebody stepped up.'
