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Howard Marks: How To Survive A Negative-Rate World
What Marks is saying here is that the future becomes more nebulous in the absence of a positive, risk-free rate of return. The risk floor rises.
Bill Gross So Tired Of Bonds He's Picking Stocks
The retired "bond king" opined that the interest rate play for the world is gone. There are no more interest rates to be lowered by central banks.
Why Hedge Fund Baron Jeff Vinik Can't Keep The Lights On
The sun rises and sets. The tides come in and go out. The moon waxes and then wanes. Jeff Vinik launches hedge funds, and then closes them.
Ron Baron: Warren Tax Plan Is "Nuts" But Soros Loves It
Baron Capital founder also has a startling 650,000 target on the Dow, provided of course investors will "hold the course" until the early 2070s.