Hedge Fund Investors Seek Expert Stock Pickers
The shift reflects how hard it has become to shine just by picking winners and losers from the broad stock market as information edges get scarce.
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The Great Index Apocalypse Comes for Bond Managers
Investors are fleeing actively managed stock funds in favor of index funds. Actively managed bond funds may be next.
China Warns Trade War Points To Global Recession
Wang’s speech came as Trump officials discuss ways to limit U.S. investors’ portfolio flows into Chinese stocks, disrupting global index funds.
Cooperman Warns Trade War "Makes No Sense" As Fed "Screws Savers"
“The weakness in the economy, in my opinion, is directly attributable to the president’s dialogue on tariffs,” says Leon Cooperman of Omega Advisors.
Ken Fisher: Circuses Don't End Bull Markets
Maybe Fisher should stick to stocks, where he sees "an okay world" despite political theater with no power to stop the bulls from running.
Buffett's Deception On Gold
Warren Buffett is not a gold fan. In his annual shareholder letter he wrote that "magical metal was no match for American mettle." He's wrong.
The Fed Is Girding for Repo Trouble Monday Even as Market Calms
Last week’s craziness was not the first time in recent memory that U.S. money markets have shown signs of stress. The third quarter ends Monday.
