All posts tagged "reuters"

  • Bill Gross: Odds of Recession High

    Pimco’s Bill Gross was quoted on Friday as stating the lowest Treasury yields in 60 years reflected a high probability of recession in the U. S. Gross is also of the opinion there are few options left...

    • Posted August 22, 2011
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  • Earnings Yield vs. 10 Year Treasury
    Stocks Look Very Attractive Compared to Bonds

    Reuter’s Felix Salmon discusses a very interesting chart of data comparing U. S. large cap stocks earnings yields to 10-year Treasury yields. It shows a stunning divergence that began in the year 2002 and has only grown...

    • Posted August 14, 2011
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  • Another View of Muni Bonds

    Municipal bonds have been remarkably weak performers since August 2010.  Over the past two days I’ve initiated a position in the ETF iShares S&P National AMT-Free Muni Bond Fund (MUB) in my discretionary account.  Rick Ashburn, Principal Chief Investment...

    • Posted January 14, 2011
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  • Average Hedge Fund Returned 5% in 2010

    Reuters reports that hedge funds on average had a very lackluster year. Hedge funds on average returned just 4.52 percent this year to December 28, according to Hedge Fund Research’s HFRX index. That is short of the...

    • Posted January 3, 2011
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  • Retail Investors are Still Afraid of Stocks

    Leah Schnurr and Edward Krudy, reporting for Reuters, find evidence that retail investors are still avoiding stocks for perceived safer alternatives. They trace the recent fears to the flash crash of several months ago: What’s clear is...

    • Posted November 22, 2010
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  • Another Wall Street Lie Exposed

    Christopher Swann, writing for Reuters Breakingviews in the N. Y. Times, has penned an article exposing the myth of hedge fund indices returns. Earlier in the week information from Bloomberg was posted here indicating hedge funds returned...

    • Posted January 8, 2010
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  • Mutual Fund Managers’ Skill or Lack Thereof

    Eugene Fama and Kenneth French, Professors of Finance, performed an extensive review of mutual fund manager’s results to determine if there is any skill involved. It takes them awhile to get to the point, providing the in-depth...

    • Posted December 28, 2009
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  • Renewed Crisis Will Beget More Stimulus

    Richard Duncan, author of The Corruption of Capitalism: A Strategy To Rebalance The Global Economy And Restore Sustainable Growth, says capitalism has actually degenerated into statism, in that the government needs to continually add stimulus to stabilize...

    • Posted December 18, 2009
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  • John Paulson is Bullish on Equities

    John Paulson, the hedge fund manager who made a killing betting against sub-prime, said he still sees compelling long-term returns in equities even after their sharp run-up this year, and that he isn’t holding any short positions...

    • Posted December 10, 2009
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  • David Rosenberg: 12 Reasons Unemployment to Get Much Worse

    James Pethokoukis, in a politically inspired post at Reuters, cites David Rosenberg’s glum forecast for the economy and employment. Rosenberg sees unemployment hitting 12% or higher. Below is what Pethokoukis gleaned from Rosenberg’s latest report (bold is...

    • Posted November 16, 2009
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