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Eric Dutram: Despite the lingering economic woes, the global telecom industry has nicely held up this year thanks to healthy growth and its traditional role as a safe haven. Still, the U.S. dominates the global growth picture in this space, as firms in this segment, thanks to new Read more…
NYSE:AXTE, NYSE:IST, NYSE:IXP, NYSE:IYZ, NYSE:LTL, NYSE:TGEM, NYSE:TLL, NYSE:VOX, NYSE:XTL
Russ Koesterich: With investor risk appetite often driving market performance these days, it’s important to know where current sentiment is when making investment decisions. Read more…
Russ Koesterich: As short-term interest rates remain at or close to zero, investors starved for income should be wary of overpaying for yield, particularly when it comes to US utilities. Read more…
Ron Rowland: Not so long ago, telephones were connected to wires. What a quaint idea. How would today’s teenagers survive? Read more…
Russ Koesterich: For the third summer in a row, the US economy is slowing and Europe is teetering on the brink of an abyss. While renewed fears of a US double dip are reasonable, I believe the United States will not see a recession in 2012 for the following four reasons: Read more…
Russ Koesterich: The relief rally Monday following Sunday’s Greek election was short lived. To be sure, the outcome of Sunday’s election is near-term good news for investors. A government led by the pro-bailout New Democracy is likely to follow more of the austerity Read more…
Russ Koesterich: Many investors concerned about a worsening European crisisand a stalling recovery are searching for safe-haven investments. Unfortunately, they are rapidly running out of choices. Read more…
Russ Koesterich: According to the old adage “Sell in May and go away,” investors are supposed to cash out their stock market positions in May and then take the traditionally poorer performing summer Read more…
Russ Koesterich: While most investors aren’t yet focusing on this fall’s US presidential election, one bit of politics has caught their attention: President Obama’s 2013 budget proposal includes a significant hike in the dividend tax rate. Under the proposal, which essentially lets the Bush tax cuts expire for Read more…
Russ Koesterich: While the US labor market has improved recently, it has yet to lead to any real acceleration in US consumption. Read more…
Russ Koesterich: Call #1: Underweight US utilities sector: The US utilities sector was a top performer in 2011, gaining roughly 15% compared with a flat performance for the broader market. Read more…
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