Subscribe

Commentary/opinion

Displaying 155 results

Topic
  • March 24, 2014

Obama administration’s call for boycotting Russian stocks falls flat

Breakfast with Benjamin: Investors not taking President Obama's advice. Plus: Fed warns there's always time to worry about bubbles, Morgan Stanley doubles down on biotech, the cloud computing frenzy marches on, activist investor challenges Coke management perks, and index investing to cut the tax bill

Topic

Gold rally draws critics along with fans, but it’s still a rally

Friday's menu: Both sides of the gold rally. Plus: Who won at last night's Lipper Awards; Yellen gets credit for driving the dollar higher; nearly all big banks pass stress tests; Russian sanctions taking hold; and when to use home equity to buy stocks.

Topic

ICI pushes back on too-big-to-fail label for big fund firms

Breakfast with Benjamin: ICI resists 'Too Big to Fail' label for fund firms plus Crimea chooses Mother Russia and what that means for the markets. And guess what, the Fed is out of ammo, Pimco spins the Mohamed El-Erian departure while Mr. El-Erian opens a Twitter account.

Topic

Stocks look surprisingly resilient following big spike

Breakfast with Benjamin: Stocks holding steady after spike. Plus, Global markets shrug off Obama's meager sanction efforts, Yellen tries to have it both ways with rates, the Senate's housing market destruction plan, and 1,000 years of European border shifts.

Topic
  • March 15, 2014

Markets brace for Sunday’s Crimea vote

Friday's menu: Already on edge, investors brace for Sunday's vote in Crimea. And will sanctions against Russia even work? Plus: riding the storm out by staying invested, going long in emerging markets and taking a fresh look at copper. Oh, btw, it's jellybean Friday.

Topic
  • March 4, 2014

JPMorgan’s Madoff missteps

Breakfast with Benjamin: JPMorgan's Madoff missteps, Prudential's bullishness, ETF inflows' lessons, gold bugs' squashed state and Kraft's Velveeta shortage warning. Plus: pot stocks vs. prison stocks.

Topic
  • March 3, 2014

Say what? Most Americans feel like they’ve missed the market’s historic bull run

Breakfast with Benjamin: Why most Americans feel they've missed the market's historic bull run. Plus: Warren E. Buffett offers retirement advice, playing defense with luxury goods, Candy Crush at $21 a share, comparing QE to the telegraph, and Ackman's never-ending obsession with Herbalife

Topic
  • February 28, 2014

Investors go berserk over Bitcoin trading platform

Also in today's Breakfast with Benjamin: Getting contrarian in 2014, El-Erian picks apart the Fed's taper plans, Morningstar warns against timing this market, more Obamacare taxes coming, and companies that got social media right

Topic

Institutional investors moving more cash to diversified strategies

Friday's Breakfast with Benjamin featuring what big investors are doing with their cash. Plus: Bracing for an SEC exam, robo-adviser asset-gathering update, stocks to watch next week, and more ways to spend bitcoin.

Topic

Bull market lifts average 401(k) balance above $89K

Breakfast with Benjamin: The average 401(k) balance tops $89K. Plus: Comcast buying Time Warner, Fink likes emerging markets while Buffet shuns Graham Holdings, California drought hits agriculture stocks, and the ultimate smart car.

Topic

Emerging markets get more attractive by the day

Breakfast with Benjamin: Emerging markets getting more and more attractive. Plus: Bill Gross bounces back, the February buying opportunity, this isn't 1929, and Goldman manicures an apology for giving nail files to women.

Topic

Seven fatal flaws of top achievers

You could be super talented, insanely smart, and totally driven to succeed, but if you exhibit any of these seven fatal flaws, you'll fail to reach the top.

Topic

Emerging-markets selloff sparks global concerns

Breakfast with Benjamin: Emerging market selloff raises contagion fears. Plus: Short-selling starts to make sense, Bill Gross plans to work till he's 109, Obamacare triggers downgrade of health insurers, economists bicker over minimum wage laws, and tricks of debt-free Americans.

Topic
  • February 19, 2014

What’s next for Nicholas Schorsch and RCS Capital?

In the wake of back-to-back deals, the industry is curious about what the REIT czar will buy next.

Topic

Gold rides high on the taper effect

Friday's menu: Gold rides high on the taper effect, playing smart defense with a wide-moat ETF, blaming cold weather in February, stirring the income inequality pot, why you should complete your LinkedIn profile, and the SEC shows some love.

Topic
  • February 13, 2014

Bill Gross compares Chinese economy to ‘mystery meat’

Breakfast with Benjamin:The Bond King: China's a big risk. Plus: JPMorgan goes on a settlement binge, finance industry tells investors to stay calm, Obama administration catches a CBO boomerang, and some healthy balance sheets for the New Year.

Topic
  • February 7, 2014

Warren Buffett’s hedge fund bet might be sending the wrong message

Breakfast with Benjamin: What's with the Oracle of Omaha's hedge fund bet? Plus: Friday's freaky jobs report preview, public pensions gained 16% last year, Twitter earnings raise concerns, and investing in income inequality.

Topic

Breakfast with Benjamin: Fed shrugs off market selloff and sticks to taper plans

Breakfast with Benjamin: Janet Yellen's Fed is sticking with tapering but more econ data today could change the conversation. Plus: Stocks are down big so is it the overdue correction? And Japanese stocks fell 4% overnight, the case for index funds, BofA rate traders see smaller bonuses, and tracking short sales.

Topic

More bad news for gold

Today's Breakfast with Benjamin: If rates rise, gold won't. Plus: Warren Buffett's $1B tease, a new twist on stock valuations, bitcoin marches on, another solar energy push and, what's good about hoping for a flat market.

Topic
  • January 30, 2014

Industry must draw a line between brokers and financial advisers, TD exec says

Even as services evolve, the two groups' definitions are distinct – and should stay that way, Schweiss says.