Monday, August 8, 2016

WSJ: Why Fund Investors Could Roil Bonds

By SIMON CONSTABLE

Could the reactions of mutual-fund investors to Federal Reserve policy lead to turmoil in the bond market?

Maybe so, according to a new working paper. It says there are incentives for “run-like behavior” among investors in fixed-income mutual funds if the Fed unexpectedly raises interest rates or raises them more than expected. Read more here.

WSJ: What ‘Multiple Contraction’ Means for Investors

By SIMON CONSTABLE

If the economy starts to slow further, investors likely will start talking about “multiple contraction.” It is important to anyone invested in stocks.

Typically, the term refers to what is going on with the price/earnings multiple of stocks. The P/E tells investors how much they are paying for a stock in earnings per share. Read more here.

Friday, August 5, 2016

TheStreet: Why Best and Worst Mutual Funds Have More in Common Than You Think

By SIMON CONSTABLE 

What do the best and the worst performers have in common?
Not much, in most professions. But when it comes to managing mutual funds, the surprising answer is quite a lot. Read more here.

Thursday, August 4, 2016

TheStreet: Obamacare Still Sickly, After All These Years

By SIMON CONSTABLE


Six years since it was signed into law, President Obama's signature healthcare program remains somewhat sickly.
The system, dubbed Obamacare for its chief proponent, continues to leave many young people uninsured and could actually be pushing the price of vital pharmaceuticals far higher than they would be otherwise, according to two recently published reports. Read more here.

Wednesday, August 3, 2016

WSJ: Barry Ritholtz in the Big Interview

By SIMON CONSTABLE

Blast from the past. Barry Ritholtz in the Big Interview.

 

WSJ: How A New Pope Is Chosen

By SIMON CONSTABLE

A blast from the past...How a Pope is chosen.

Tuesday, August 2, 2016

U.S. News: Why It Pays to Be Careful When Rebalancing a Portfolio

By SIMON CONSTABLE
With Britain moving to leave the European Union, effects of the tumult are sure to show up in your investments, at least for a while.
So should you rebalance your portfolio immediately to take advantage of opportunities? Read more here.