Howard Marks: Worst Returns In History Coming
Zero interest rates lower the return floor while "negative surprises" raise the risk of much worse outcomes for investors in the immediate future.
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Fidelity: Beware Brittle Emerging Markets As Election Looms
This month’s emerging market rally is showing signs of faltering as investors refrain from placing big bets in the final two weeks of the election.
Newly Hawkish Fed Bet Is Creating Buzz
The Fed ramp coincides with polls suggesting a growing chance of a Democratic sweep of both the White House and Congress in the coming elections.
Mario Gabelli: Vaccine Is Coming, Buy Auto Stocks And Home Builders
"There are sectors that we think will be vibrant for 2021 and 2022," Gabelli believes: autos, housing and infrastructure, as well as "green" stocks.
Magellan CIO: Fiscal "Day Of Reckoning" Is Near
Magellan CIO Hamish Douglass says politicians might as well believe in the tooth fairy if they think high levels of government debt are sustainable.
Gundlach: Stocks Will Crack Any Day Now
Right now, Gundlach has just 25% of his portfolio in stocks. The rest is split between bonds, cash and gold. He thinks diversification is everything.
Kamala Harris Tax Talk Foregrounds Inflation Threat, Astor Says
The VP debate provided little shock or surprise to economists who have been watching the long-term signal behind the noise. But confirmation is good.
