Is The 60-40 Allocation Rule Dead?
The first shot fired was a report from Bank of America’s Jared Woodard and Derek Harris, who argued bonds no longer offer diversification.
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Barclays Advises Euro Clients To Stay Home Next Year
Trade war and U.S. political uncertainty might finally make the sluggish European economy the best risk-adjusted option the world provides.
Dollar, U.S. Assets Are Winning The Trade War
The U.S. is starting to overtake China in the trade war, at least in financial markets. Chinese shares, the yuan and bonds have suffered the most.
Will Recession Talk Spook Shoppers?
Holiday season excitement is setting in, but so is consumer alarm about the possibility of an economic recession.
Hong Kong Raises Trade Talk Tension
Trump’s approval of the bill was not unexpected. Neither was the reaction from Beijing, given China’s adamant rejections of any commentary.
Global Markets Have Plenty Of Reasons For Gratitude
Thanksgiving is upon us. While the rest of the world carries on, the U.S. is about to shut down for a long weekend to eat and count its blessings.
How Secretive Hedge Fund Keeps Beating Buffett Year After Year
The 39% gain – 66% before fees – trumps returns of about 16% at Buffett’s Berkshire Hathaway and 10% from the S&P 500 over the same period.
