Are Investors Behaving Irrationally?
"We view the recent rally as irrational and believe it was mainly driven by systematic inflows and short covering..." JPMorgan'sMarko Kolanovic.
Recent
BlackRock Ditches 60/40 Portfolio in New Regime of High Inflation
BlackRock strategists are ditching 60/40 portfolio in favor of public and private investments as well as tactical holdings of bonds.
Carlyle Co-Founder David Rubenstein on Investing: ‘I’ve Had a lot of Regrets’
Even investing masters have a few regrets along the way. Billionaire David Rubenstein shares three that got away: Amazon, Meta, and Netscape.
Why Warren Buffett Doesn't Think he Could Run the Fed as Well as Jay Powell: Morning Brief
Berkshire Hathaway CEO Warren Buffett is many things. But in his view a successful leader of the Federal Reserve is likely not one of them.
Private Equity’s Latest Money-Making Trade: Buying Its Own Debt
Some of the world’s top private equity firms are scooping up the debt of their own portfolio companies from banks at steep discounts.
Shareholders of Bank of America, Citigroup, Goldman Sachs, Wells Fargo Asked to Oppose ‘Net Zero’ Proposals
National Legal and Policy Center is asking its fellow shareholders to oppose 10 proposals on proxy statements brought forth by activist groups.
Bond Market Is Overplaying the Risk of a Deep Recession
When banks started going belly-up, the reaction in bonds was emphatic. Two-year Treasury yields slid a percentage point over three days in March.
