Commentaries | The WealthAdvisor

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Chasing 5% Yields (Or At Least Beating Inflation) Is Still Possible

The Fed's interventions in the Treasury market ensure that real yields are not only negative but unattractive as income instruments even on a coupon rate basis. There's little risk of losing your principal with the Fed poised to redeem your paper, but that's only peripheral comfort when your clients need the income.

Chasing Income, Sacrificing Alpha: Covered Calls For All Advisors

Writing covered calls is a perennial strategy when otherwise good stocks stall and investors who need current income want to hold on for better long-term upside. Unless you want to manage a sprawling and volatile options book, exchange-traded projects do all the heavy lifting on an automated basis. But even in that automated environment there are still choices: how much income should we reach for, how far do we think the stocks themselves can move before the monthly expiration window closes?

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.

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.

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