Monthly Archives: March 2012

Schrodinger at the Supreme Court

The major stock indexes closed out a strong quarter with a mixed session. The Dow gained 66 points, and the S&P 500 advanced by 5. The Nasdaq lost three points. Twenty-seven of the Dow’s 30 components gained ground, led by… Continue reading

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How volatility creates opportunity for bond investors (podcast)

The year 2011 was certainly known for its periods of high volatility—stirring up the muck as it were. When the waters muddy, what kind of opportunity does that create for bond investors? Here with his thoughts is portfolio manager Troy… Continue reading

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Where’s Junior’s iChair when we need it?

The major indexes closed mixed as crude oil prices fell and Spaniards demonstrated in the streets in anticipation of the government’s new austerity budget. The Dow gained 19 points, the Nasdaq lost 9, and the S&P 500 fell 2. Eighteen… Continue reading

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Myths about fixed-income investing

Summary: Myth #1: There is this thing called “the interest rate.” Myth #2: Interest rates cannot go below zero. Myth #3: Interest rates on Treasury securities are predictions of economic growth. Myth #4: TIPS predict inflation rates. Before we dispel… Continue reading

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Links, news, and diversions

A “wall of oil” will soon be on its way to the U.S. Gulf Coast, and it’s just one of many tactics Saudi Arabia is using to bring oil prices back down to $100 a barrel. Even though some players… Continue reading

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Gossip keeps the doctor at bay?

A lower-than-expected durable goods report helped sink stocks most exposed to economic recovery, particularly materials, energy, and industrials stocks. On the Dow, Alcoa (AA) fell 2% and Caterpillar Inc. (CAT) dropped 3% to lead the index lower. The Dow lost… Continue reading

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Values in the BRIC countries? (excerpt)

Brazil, Russia, India and China (the BRIC countries) have had a tremendous decade of growth. Do good values still exist? Derrick Irwin, portfolio manager on Wells Capital Management’s Emerging Markets Equity team, shares his optimism in this excerpt from On… Continue reading

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iMortgage on an iHouse

Stocks pulled back after yesterday’s strong rally. Consumer confidence slipped, while seasonally adjusted home prices in January were flat. A much-better-than-expected earnings report from homebuilder Lennar, particularly the number of new orders for homes, helped to push up other stocks… Continue reading

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Show me the money

Today’s market update comes to us from Brian Jacobsen, Ph.D., CFA, CFP®, Chief Portfolio Strategist, and John Manley, CFA, Chief Equity Strategist. “When a man retires, his wife gets twice the husband and half the income.” -Chi Chi Rodriguez “…Give… Continue reading

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Stock up on Marmite

Stocks jumped after comments from Federal Reserve Chairman Ben Bernanke indicated the Fed’s commitment to job growth would keep interest rates low and perhaps even lead to another round of some form of quantitative easing. The Dow advanced 160 points,… Continue reading

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