Considering hiring and employment reports, what's bad for the economy can be good for equities.
Investors have enjoyed an epic rally this year with little volatility, thanks at least in part to all the cash the Fed is pumping into the system. But advisers should be prepping clients now to get ready for some choppiness ahead. Jason Kephart reports.
He of 'irrational exuberance' fame says economic constraints keeping market in check.
Today's Breakfast with Benjamin: T. Rowe Price warns of correction, Deutsche Bank bans chat rooms, the first-ever hedge fund ad debuts, big banks sweating over the looming Volcker rule, and EU Commission levies heavy fine for rate rigging.
Today's Breakfast with Benjamin includes: Facing the reality of capital gains, Hilton IPO sheds light on hotel stocks, hedge funds go long-only, and the Brits outshop Americans.
With the S&P 500 up more than 29% from the start of the year, on the heels of a 15% gain last year, it is a safe bet that there are plenty of taxable gains sitting inside client portfolios. But even if you feel the market is getting rich, it might be worth waiting until after Jan. 1 to cash out.
Nuveen's chief equity strategist Bob Doll says economic underpinnings, including revenue growth, are strengthening as stock prices continue to climb. And valuations? Not insane.
Markets are poised for the Santa rally and January effect. Also in today's Breakfast with Benjamin: Cyber Monday becomes Cyber Week, global factory growth, CEO pay and stock performance, and financing 'The Twelve Days of Christmas.'
Did Janet Yellen affect global markets? Better believe it. Also, four U.S. banks get cut by Moody's, some big names load up on gold and yes, there's an ETF with a chunk of Twitter. From <i>InvestmentNews</i> senior columnist Jeff Benjamin, who adds a Turkey Day preview.
Plus: How-to for advisers going solo, global investors bail on Obama, deflating market bubble babble
Central bankers are trapped in QE nirvana, the pre-holiday data dump, giving thanks to clients, green dividend stocks, and how to properly carve a turkey.
Today's Breakfast with Benjamin: Markets brace for big economic data, insider selling at 30-year high, SEC tries to get tough, measuring Fed-speak, and how to behave at the company holiday party. Curated by <i>InvestmentNews</i>' senior columnist Jeff Benjamin
Plus: Emerging markets get dicey, butting heads with Buffett, hedging with ETFs, more Bitcoin buzz
Senior strategist still forecasting 1,900 on the S&P 500 by year-end, which would mean another 6.6% gain on top of the 25% recorded already this year.
Pace of global offerings slows but holds steady in U.S.
Heritage Capital's Paul Schatz is on board with the Fed's quantitative easing program and says now is a great time for investors to go active.
Two industry heavyweights love equities, but hate Washington politics, Obamacare.
But over six to 12 months, conditions favor stocks over bonds, Nuveen strategist says
Plus: Fed taper could hit savers hard, new scrutiny on company stock in K plans, the stocks hedge funds love and Consumer Report's annual "naughty and nice" list. All in today's Breakfast with Benjamin.
What's <i>InvestmentNews</i> senior columnist Jeff Benjamin reading this morning? Whether your clients need long-term care insurance, hedge funds loading up on GM stock, Greenspan calls Bitcoin a bubble, JPMorgan confirms cardholders were hacked and Britain gets bullish. Breakfast with Benjamin is served.
