Commentaries

Recent

Ray Dalio isn't excited about bonds when China pays 3% a year. All Gundlach can say in response is to take a longer view and swallow pain meanwhile.

Bloomberg solicited the views of top money managers on their make-or-break hedging strategies ahead of a return to a world where inflation matters.

“It’s going to be talked about as it becomes a reality. But the market’s focus right now is clearly on getting to the other side of this pandemic.”

“The relationship between bitcoin prices and the tech market is very close. If bitcoin prices go down, I think the tech stocks are going to be hit."

Investors looking at the big picture should probably relax, according to Credit Suisse’s Jonathan Golub. He sees higher net margins ahead.

(Nasdaq) ‌While spiking Treasury yields sent the Nasdaq Composite tumbling over the past month, the banking sector has continued to outperform.

Doll will retire this month, ending a 42-year investment career that effectively redefined the "strategist" role at Merrill and BlackRock.