All posts tagged "bonds"

  • David Gurwitz Managing Director Charles Nenner Research
    Charles Nenner’s David Gurwitz: Stocks to Go Down 60% Over 7 Years

    Mike Norman, of the Hard Assets Investor, interviewed David Gurwitz, the managing director of Charles Nenner Research at length in late May. Norman pointed out the terrific call Nenner’s research made on gold, calling the top at...

    • Posted June 22, 2013
    • 0
  • David Winters - Wintergreen Fund
    David Winters, Value Investor Extraordinaire, Interviewed

    Consuelo Mack interviewed the manager of the Wintergreen Fund, David Winters, recently. Winters was mentored by Michael Price of the Mutual Series of funds. Winters said there has been a shift of emphasis by institutional and individual...

    • Posted October 11, 2012
    • 0
  • Jim Rogers Chimes in on Stocks and Bonds

    Jim Rogers, in an interview on CNBC earlier today, said he owns commodities along with a few stocks.  He added that he’s short bonds and several emerging markets stocks.  Rogers said he had some gold and silver, but that...

    • Posted December 8, 2010
    • 0
  • Bonds Are Popular, Stocks Not So Much

    Vincent Fernando has published a chart explaining why bonds have outperformed stocks over the past few years. With inflation and economic growth in the doldrums bonds have attracted a sea of money as seen below. Click on...

    • Posted October 29, 2010
    • 0
  • Stocks May Be Safer Than Bonds at this Point

    Brett Arends of The Wall Street Journal thinks investors are crazy. He reasons that bond yields currently can’t compete with stock yields, but investors keep shoveling money into bonds. Arends uses Wal-Mart as a prime example: Take...

    • Posted October 26, 2010
    • 0
  • TIPs To Be Sold From SMA Portfolio Today

    Treasury Inflation Protected Securities (TIPS) appear to be overpriced at the moment. An arbitrary decision has been made to eliminate all TIPS positions in the SMA Portfolio. iShares Barclays TIPS Bond (TIP) was sold at the market...

    • Posted October 6, 2010
    • 0
  • Mike Santoli: Long term Outlook Is For Gains By Stocks

    Mike Santoli, Barrons Streetwise commentator, writes that investors have overstated problems faced by the stock market and bid up bonds despite tax disadvantages. He adds there are strong historical leanings for higher stock prices: The trailing 10-year...

    • Posted September 26, 2010
    • 0
  • Dan Sullivan Sticks With Cash

    Dan Sullivan, editor of The Chartist, acknowledges that investors are being barraged with bearish economic news and sentiment indicators show they’ve given up stocks for bonds, however, he still believes money market funds are still the best...

    • Posted September 9, 2010
    • 0
  • Investor’s Path of Least Resistance

    Jonathan Burton has written a piece for The Wall Street Journal preaching the virtues of simple index-focused portfolios for individual investors. The article looks at the performance of a 50/50 allocation between equities and bonds versus a...

    • Posted September 3, 2010
    • 0
  • Small Investors Are Choosing Bonds Over Stocks

    Graham Bowley at The New York Times reports on the continued dramatic shift in investor risk appetite so far this year. Investors withdrew a staggering $33.12 billion from domestic stock market mutual funds in the first seven...

    • Posted August 22, 2010
    • 0