Ed Yardeni has been a longtime notable stock bull. That’s why it was startling when Yardeni recently came out and said even he believes stocks are becoming too expensive. “I just don’t want too much of a good thing here, ” Yardeni said. “I’d like this bull market to continue at a leisurely pace, not […]
The rise of the online goliath Amazon has changed the shopping habits of Americans and in the process, upended the traditional retail sector. Many department stores are trying hard to adopt; others are struggling and may soon join Sears in the graveyard. The watchword now is adapt or die
Blackstone strategist Joseph Zidle believes that he has identified the “mother of all bubbles” — the sovereign bond market. Zidle wrote back in August that “negative-yielding bonds total over $16 trillion globally.” The strategist identifies three ways that an investor can lose money when investing in a negative yield bond: 1) Lost principal when the investment is held […]
Huge fund giant Ray Dalio is back in the news. This time sees Dalio making a prediction few people are going to want to hear. The head of the Bridgewater Associates hedge fund believes that the U.S. government will need to raise taxes in the near future. Dalio cites the national debt as well as […]
Ever since the Cambridge Analytica scandal publicly exposed the data privacy abuse practices of social media giant Facebook, that company as well as other tech giants have been under increasing scrutiny due to the tremendous power these companies wield over our political, social and economic spheres. The public is now demanding transparency and accountability concerning […]
During a speech at the World Economic Forum in Davos, Switzerland, Seth Klarman, one of the most successful investors in the world, raised concerns about a number of factors that could adversely impact the direction of the world economy. He also suggested that undue investor optimism, particularly in the United States, might not be warranted […]
For many, Warren Buffett is the ideal example of an ultra-successful investor. Many people would assume, based on his success, that Buffett is always on the move and a flurry of activity. That would not be entirely true. In fact, during the early stages of Buffett’s investing career he would read anywhere between 600 to […]
For investors seeking higher yields in a dismal low interest rate environment, master limited partnerships (MLPs) of midstream energy companies are one viable alternative. These MLPs are involved in the business of transporting oil, primarily though pipelines, as well as storing and processing various other commodities related to the production of petroleum or for the […]
Marc Benioff, the co-CEO of cloud-based software company Salesforce, says higher taxes on rich people like himself make sense. Benioff, in a The New York Times op-ed, calls it a “new capitalism.” “Capitalism, as we know it, is dead,” he wrote. “Globally, the 26 richest people in the world now have as much wealth as the poorest […]
Recently, there has been an abundance of hand wringing within the financial world, with experts worried that a recession is right around the corner. Goldman Sachs, the multinational investment bank and financial services company, is not buying it. That is not to say Goldman Sachs believes everything is peachy either. The company has acknowledged an […]
