- Why the Fed’s Dudley and Evans advise patience in lifting rates Market Realist - Mon, Sep 29, 2014 10:31 AM EDT
After the 2008 financial crisis and Great Recession, U.S. monetary policy has been designed to boost economic growth and create jobs. The Fed has kept the federal funds rate at near-zero levels since December ...
- Emerging Market Must Reads @ Barrons.com - Thu, Sep 25, 2014 7:27 PM EDT
A few headlines to ponder in the emerging market world: Brazil: The Brazilian real fell with the latest poll showing Brazil Pres. Dilma Rousseff lost her lead over former Environment Minister Marina Silva ...
- Long Treasuries Lead in "Risk-Off" Lurch @ Barrons.com - Thu, Sep 25, 2014 4:46 PM EDT
Amidst the rout in risk assets Thursday, long-term Treasury bonds and their proxies soared as growing global economic and geopolitical uncertainties made them attractive ports in the market maelstrom. ...
- Stocks: A High Quality-vs.-Low Quality Snapshot @ BusinessWeek - Thu, Sep 25, 2014 3:50 PM EDT
Quality counts for stock picks—but not always in the way you'd think
- PIMCO exchange-traded fund faces SEC investigation @ USA TODAY - Wed, Sep 24, 2014 9:10 AM EDT
Feds looking into whether fund inflated returns.
- Didn't buy into the Alibaba IPO? You may own it anyway. Consumer Reports - Tue, Sep 23, 2014 4:45 PM EDT
It’s huge initial public offering over, the market has appraised Alibaba, assigning it a market capitalization of more than $230 billion at the end of its first day of trading. For now, the all-e...
- Gold, Silver Climb As Airstrikes Bombard Extremists In Syria @ Barrons.com - Tue, Sep 23, 2014 3:22 PM EDT
It was another day of gains for gold Tuesday, as geopolitical worries and weaker dollar helped the metal further distance itself from eight-month lows reached last week. Gold for December delivery climbed ...
- Emerging Markets Must Reads @ Barrons.com - Mon, Sep 22, 2014 5:16 PM EDT
Some headlines to ponder for emerging market investors. The iShares MSCI Emerging Markets ETF (EEM) fell 1.5% Monday. FTSE dropped Argentina from its frontier index into an uncategorized grouping. That ...
- Overview: High-yield bond markets since the Great Recession Market Realist - Mon, Sep 22, 2014 4:32 PM EDT
High-yield, or junk-rated, bonds have higher yields than investment-grade bonds—like U.S. Treasuries and high-quality corporate debt. They're issued by borrowers with higher credit risk—for example, with ...
- [$$] Why Alibaba Isn't in Your Fund @ Barrons.com - Sat, Sep 20, 2014 4:03 AM EDT
Just about everyone knows that Alibaba Group, China's largest e-commerce provider, started trading on the New York Stock Exchange last Friday, having raised $21.8 billion in the world's largest initial ...
- Emerging Markets Week In Review @ Barrons.com - Fri, Sep 19, 2014 6:21 PM EDT
There was a lot of anxiety among emerging market investors headed into Thursday's Federal Reserve pronouncement on interest rates, and it hadn't subsided Friday. With prospects for rates rising higher ...
- Strong Dollar, Scottish Vote Lead To Three Weeks Of Losses For Gold @ Barrons.com - Fri, Sep 19, 2014 3:19 PM EDT
Gold for December delivery fell 0.8% to $1,216.60 an ounce, another eight-month low on Friday, touching levels not seen since late 2013. A strong dollar kept pressure on gold, as has been in the case in recent weeks, but as The Wall Street Journal's Ira Iosebashvili writes, the Scottish vote against independence was also …
- Gold Inches Higher, But Still Looks Dim @ Barrons.com - Mon, Sep 15, 2014 10:00 AM EDT
As my colleague Mary De Wet wrote in this weekend's edition of Barron's , there's not much glitter to gold these day. According to De Wet, gold can't even count on help from Asia. China and India, the world's top consumers of the metal, have scaled back their purchases this year. The World Gold Council, an industry …
- Asia Week Review: Alibaba Bump, Apple Slump, Stronger Dollar @ Barrons.com - Fri, Sep 12, 2014 5:35 AM EDT
China: Asia ex-Japan fell this week. China led the loss after Premier Li Keqiang mentioned that growth in money supply slowed in August. The Hong Kong Hang Seng Index fell 2.6%. The Hang Seng China Enterprises ...
- Silver Loses Its Polish @ Barrons.com - Thu, Sep 11, 2014 1:16 PM EDT
It hasn't been a good day for precious metals. We already reported that gold is on its way to its fourth straight day of declines thanks to a strong U.S. dollar and falling demand for a safe haven. But ...
- Evening Roundup: U.S. Stocks Rise; Coffee Prices Fall; Northern Trust Bets Big on Equities @ Barrons.com - Wed, Sep 10, 2014 4:39 PM EDT
U.S. stock rose Wednesday after two days of losses, with the S&P 500 closing below 2,000. The DJIA gained 54.8 points, or 0.3% to close at 17,068.71. The S&P 500 index added 7.2 points, or 0.3%, to end ...
- The 4 Stocks That Lifted the Market 24/7 Wall St. - Wed, Sep 10, 2014 4:01 PM EDT
September 10, 2014: Markets opened higher on Wednesday, but no thanks to the energy sector. Crude prices were hammered by reports from OPEC and the U.S. EIA today. Tomorrow’s report on natural gas inventories ...
- Time to Go Global With Real-Estate Investing? @ Barrons.com - Wed, Sep 3, 2014 6:32 PM EDT
Interested in buying up real estate on a global scale? Thanks to mutual funds and exchange-traded funds, even common investors can invest in real estate with the geographical diversity once reserved for tycoons.
- Must-know: The Fed’s view of financial markets Market Realist - Wed, Aug 27, 2014 5:00 PM EDT
The New York Fed conducts the Survey of Primary Dealers before each FOMC meeting. Median dealer expectations in July put the first rate hike in 3Q15—unchanged from June's survey. Corporate profitability ...
- The 4 Stocks That Pushed the DJIA and S&P 500 to New Highs 24/7 Wall St. - Tue, Aug 26, 2014 4:01 PM EDT
August 26, 2014: Markets opened higher on Tuesday following a huge jump in durable goods orders, a better-than-expected report on consumer confidence, and a slowdown in home price increases. The DJIA hit ...
- A.M. Roundup: Gold Prices Linger While Copper Rebounds; How to Deal With An Orphan 401 (K) @ Barrons.com - Mon, Aug 25, 2014 10:03 AM EDT
U.S. stock indices opened higher, with the Dow rising 95 points, or 0.56% to 17,096. The S&P 500 gained 10.8 points, or 0.54% to 1,999 and the Nasdaq Composite rose 26.76 points, or 0.6% to 4,565.31. In ...
- Why You Shouldn't Put All Your Money in Index Funds @ Kiplinger - Thu, Aug 21, 2014 10:30 AM EDT
Stock index funds are performing superbly as the bull charges ahead. But don't look for them to protect you when the market stumbles.
- Is the Aggregate Index Too Heavy in Treasuries? @ Morningstar - Wed, Aug 20, 2014 7:00 AM EDT
Record Treasury issuances during the past decade have made the index more conservative than most intermediate-term bond funds.
- I'll Beat the Market Yet @ Kiplinger - Tue, Aug 19, 2014 8:07 AM EDT
The aim of my venture into individual stocks is to prevail when the market plunges or languishes for years.
- An Unconventional Risk-Management Tool @ Morningstar - Fri, Aug 15, 2014 7:00 AM EDT
Trend-following may help reduce volatility and losses during market downturns.
- Will Investing In Water Be The Next Big Thing? Benzinga - Fri, Aug 8, 2014 3:53 PM EDT
Drought conditions through much of the southwest, and California in particular, have reignited the concept of commoditizing water resources as an investment opportunity. The need for capital and infrastructure ...
- Fund Investing: Hire a Great Manager, or Go for Low Costs? @ Barrons.com - Mon, Aug 4, 2014 9:55 AM EDT
This is the lesson I read in colleague Lewis Braham's excellent story in Barron's over the weekend. Braham looks at how certain actively managed Vanguard Group funds have succeeded in the difficult task of beating the index over time. Consider, for instance, the actively managed Vanguard Health Care fund (VGHCX). ... Vanguard's …
- Argentina proves power of diversification @ USA TODAY - Sat, Aug 2, 2014 8:03 AM EDT
What to watch: When you're investing in exchange-traded funds, specialization leads to extinction.
- Diversification for the Sake of Diversification @ Morningstar - Fri, Aug 1, 2014 7:00 AM EDT
Vanguard's Total International Bond exchange-traded fund is a poor investment today.
- Small Caps Plunge; Russell 2000 falls 1.7% @ Barrons.com - Thu, Jul 31, 2014 2:20 PM EDT
Blue Chips and big-cap stock indices aren't the only ones getting their heads handed to them today. Small cap stocks are getting trounced. In fact, the benchmark Russell 2000 index has fallen 20 points, ...
- Robo-Buffett Funds on the Cheap @ Morningstar - Wed, Jul 30, 2014 7:00 AM EDT
State Street's newly launched MSCI Quality Mix exchange-traded funds offer good value.
- Must-know facts about the silver rally Market Realist - Mon, Jul 28, 2014 6:35 PM EDT
While the metal has had a respectable run over the past month, silver is still playing catch-up after losses earlier this year.
- Should you jump on the silver bandwagon? Market Realist - Mon, Jul 28, 2014 2:34 PM EDT
After rising nearly 12% from its June lows, silver has been garnering some attention lately, leaving many investors wondering whether they should raise their allocations to the precious metal.
- [$$] When Passive Beats Active @ Barrons.com - Sat, Jul 26, 2014 2:24 AM EDT
The investor who took this column's advice in January of opting for the simplest passive ETFs instead of the stockpicker is ahead of most fund managers for 2014, despite paying a fraction of the cost. "With so little variation, it's just plain difficult to make good picks," Leeson says.
- The 4 Stocks That Tanked the Market 24/7 Wall St. - Fri, Jul 25, 2014 4:01 PM EDT
July 25, 2014: Markets opened lower on Friday as the markets come to grips with some weak earnings forecast for the current quarter. Only the basic materials sector managed to avoid a downturn. The report ...
- Selloff Protection Has its Own Tradeoffs @ Barrons.com - Mon, Jul 21, 2014 8:50 AM EDT
This week's Barron's ETF Focus reviews a few different exchange-traded fund strategies built to weather a selloff, or even profit from one. It often does better than that in a selloff.
- Despite Selloff - Gold is Holding Support ... for Now iSPYETF - Thu, Jul 17, 2014 1:11 PM EDT
Various media outlets listed many 'convincing' reasons to buy gold (a few examples of recent media blunders are listed in the article), but the gold market did exactly the opposite.
- Smart Money is Leaving Gold Just as the 'Herd' is Jumping in iSPYETF - Wed, Jul 16, 2014 11:54 PM EDT
From June 2 to July 10 gold prices surged 8.7%. Commercial traders were the first to get in on this rally and the first to get out. While commercials pulled out, the 'herd' (or dumb money) piled in. Could ...
- The 12% Yield That Isn't: Deutsche's Brazil Fund @ Barrons.com - Tue, Jul 15, 2014 2:18 PM EDT
Since DBBR is technically "short" the real through its forward contracts, this all amounted to some hefty gains in those contracts, most of which were distributed. The unhedged iShares MSCI Brazil Capped ETF (EWZ) yields a little more than 3%, according to Morningstar.
- Must-know: The last cheap asset class Market Realist - Tue, Jul 15, 2014 12:49 PM EDT
Last week, U.S. equity market volatility, as measured by the VIX Index, hit 10.34, the lowest level since early 2007 and roughly half the long-term average.
- How Well Do You Know Your Indexes? @ Morningstar - Tue, Jul 15, 2014 7:00 AM EDT
We offer a quick guide to what's included in some of the most widely tracked benchmarks.
- Gold miner rally ‘foreshadows a trend’ for the metal’ MarketWatch - Fri, Jul 11, 2014 5:30 AM EDT
The outperformance of gold-mining stocks over gold this year points to some price gains ahead for the metal, but don’t expect a big rally.
- Funds Drop on Portugal, History Repeats As Farce @ Barrons.com - Thu, Jul 10, 2014 9:01 AM EDT
This morning's example is Portugal, where regulators halted trading in shares of lender Banco Espirito Santo after a delay in the parent company's short-term debt payments. It's the oddly resonant echo of 2011's European debt crisis, and hopefully the farce. Telltale signs of trader nerves are the sharp premarket trading …
- March Redux? Once-Hot ETFs Lead Tuesday Selloff @ Barrons.com - Tue, Jul 8, 2014 10:36 AM EDT
One is perennially bullish Raymond James strategist Jeffrey Saut, who's quoted by Steven Russolillo of the Wall Street Journal predicting a market hiccup: Less than a week after the Dow Jones Industrial Average surpassed 17000 for the first time, Jeffrey Saut, chief market strategist at Raymond James, said the rally is …
- Gold Producers Move Back to Hedging --- But Are They Right? @ Barrons.com - Tue, Jul 8, 2014 9:02 AM EDT
The chatter overseas while U.S. investors were barbecuing: The world's gold producers are eager to offload more exposure to gold's price swings, moving to net-hedging status for the first time in three years. Last week, Thomson Reuters' GFMS precious metals and mining research manager William Tankard said "net hedging …
- This Fixed-Income ETF Has Its Trade-Offs @ Morningstar - Fri, Jun 27, 2014 7:00 AM EDT
This high-yield bond index fund attempts to avoid some of the pitfalls of market-cap weighting, but it may introduce a new problem.
- Making Contrarian Investing Work @ Morningstar - Wed, Jun 25, 2014 7:00 AM EDT
Performance tends to persist in the short run, but betting on long-term losers can be a winning strategy.
- Faber: Why Market-Cap Weighting Falls Short @ Morningstar - Tue, Jun 24, 2014 7:00 AM EDT
Cambria founder Mebane Faber talks to Morningstar's Sam Lee about his fund's global value strategies and what he is buying in his personal portfolio.
- Why 2014's Biggest Gold Rally May be Bearish for S&P 500 iSPYETF - Fri, Jun 20, 2014 7:36 PM EDT
Gold just saw its biggest one-day gain of the year. At the same time the S&P 500 climbed to yet another 1-year high. Since 2009, this constellation happened three times, and led to short-term S&P 500 weakness ...
- Buzz on the Street: What Traders Are Saying About Gold, the S&P 500, and the Federal Reserve @ Minyanville - Fri, Jun 20, 2014 2:03 PM EDT
A look back at the happenings on Wall Street this week, as seen by Minyanville's contributors.