LPL Sees 88% Odds Of A Bull 2020 Despite All Risks
The January Effect has compelling statistical weight but the firm notes that a downturn is roughly as likely as a Bernie Sanders presidency.
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3 Themes The World's Biggest Money Manager Is Watching
BlackRock argues that the macro environment has undergone “a big shift” from last year, when central banks made an unusual dove turn to revive growth.
The Hidden Dangers of the Great Index Fund Takeover
Some 22% of the typical S&P 500 company sits in the portfolios of the Big Three fund complexes, up from 13.5% in 2008. Weird consequences follow.
What's Up With Goldman Sachs' Secret Cayman Project?
Goldman Sachs Renewable Power Marketing LLC is seeking federal approval to sell electricity at market rates but there are big offshore questions.
Some Thoughts on Warren Buffett's Cash Problem
With cash earning less than 2% right now. Berkshire's cash mountain is weighing on its returns. And the more he has, the harder it gets to deploy.
Summers Calls Bernanke Speech ‘Last Hurrah’ for Central Bankers
Former Treasury Secretary Lawrence Summers dismissed the optimism of former Fed Chairman Ben Bernanke in central bankers' ability to fight recession.
Hedge Fund Heat Moves To Ackman While Dalio Freezes
Once embattled stock pickers like Bill Ackman and David Einhorn had bounce years and Steve Cohen came back strong. Ray Dalio lost clients money.
