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Eric Dutram: With income inequality issues and economic protests dominating the headlines as of late, the so-called ‘one percent’ have been in focus. These wealthy individuals—in case you have been living under a rock the past few months—consist of the richest 1% Read more…
Ron Rowland: April is here, which means warmer weather for most of us. Unfortunately, it also brings income tax time. Read more…
Russ Koesterich: Given high yield credit’s recent rally and surge of inflows, I’m now getting a lot of questions about whether or not the asset class still looks appealing. Read more…
David Gillie: After an unusually large inflow of investors, Mini Bonds tanked. How could they go from most loved to mosthated? After Meredith Whitney called for all the municipal bonds to collapse two years ago, they in fact, didn’t and investors piled in for the rich tax-free dividend. Last week, Ms. Whitney went Read more…
Michael Snyder: Is America on the verge of a horrible municipal debt crisis? Unfortunately, the answer is yes. From coast to coast there are an increasing number of cities, towns and counties that are rapidly going broke. Financial analyst Meredith Whitney took a lot of heat when her prediction of a Read more…
David Gillie: Over the past week, volume has been unusually high in iShares S&P National AMT-Free Muni Bonds (NYSEArca:MUB). We can’t be sure of where the inflow is coming from. If from the sidelines, this is “new” money on confidence in muni bonds. However, if it is flowing out of equities it could be Read more…
Matt Tucker: As I have discussed before, the fixed income ETF industry has taken off in the past few years, with new investors discovering the funds every day. This has generated a lot of attention and many good questions as investors dig into this new asset class to figure out how it works and how best to use Read more…
Matt Tucker: I’ve been spending a lot of time on the road this year, attending conferences, talking to the media and meeting with investors. One thing I’m learning is that there is still a lot of confusion when it comes to fixed income and fixed income ETFs. With a size of more than $36 trillion the US fixed Read more…
JT McGee: In 2010 one brave analyst took to 60 minutes to give deliver a warning message: municipalities are broke. Meredith Whitney made a very controversial call, declaring state and local governments a poor place to invest. In particular, she noted her expectations for the future of the municipal Read more…
Russ Koesterich: Call #1: Maintain long-term overweight global equities: In December, equity markets exhibited a marked improvement, which has continued into 2012. Read more…
Eric Dutram: This year has, so far, been a pretty strange period for municipal bond investors. It started off with a dire prediction from Meredith Whitney on the market as she stated her belief that we will see a large amount of defaults in the space in the very near future. “You could see 50 sizable defaults, Read more…
Russ Koesterich: Call #1: Reiterate Long-Term Overweight of Corporate and Municipal Debt Over Treasuries Read more…
The Daily Capitalist: On Monday, Sept. 19, I suggested that the price of gold (NYSE:GLD) was vulnerable, and also suggested that the stock prices of miners (NYSE:GDX) were a better intermediate-term bet. This was two days before the FOMC meeting, which much of the “smart money” expected would produce a Jobsian Read more…
Michael Johnston: In recent years, ETFs have become increasing popular tools for accessing the fixed income corner of the market. The space initially grew much more slowly than equity ETFs, but investors have gradually become more comfortable with the combination of fixed income exposure Read more…
JNK, MUB, NYSE:AGG, NYSE:BAB, NYSE:BND, NYSE:BWZ, NYSE:HYD, NYSE:HYG, PCY, PZA
Matt Tucker: Now that the fear of widespread municipal bond (muni) defaults has started to subside, we’re beginning to field fewer questions on that debate and more inquiries about the case for munis in today’s environment. In a recent outlook, Russ Koesterich talked about how municipal bonds Read more…
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