Tag Archives: manias

Fidelity versus the S&P 500: Round Two

A couple of days ago the WSJ reported big news in the mutual fund world—active managers have outperformed index funds thus far in 2015. Which prompted me to update a little study I did three years ago that compared the … Continue reading

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Bubbleicious: Don’t Get Too Comfortable In This “New Era” of Negative Bond Yields

Bottom Line: Bond yields may stay absurdly low for quite a while longer, but eventually sanity will prevail and bond bulls will get killed. Don’t let Europe’s negative yields, and their spillover into the U.S., cloud your thinking about the … Continue reading

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Get Set for Fed Rate Hikessssss

Item: In a major new report, a blue-ribbon panel of economists estimates that if all the brain power expended over the past 20 years forecasting the next move by the Federal Reserve had, instead, been used for productive endeavors, U.S. … Continue reading

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How to Play the Coming Bust in the Yellen Bond Bubble

It’s starting to get a little weird. Here we are, more than five years into an economic recovery, with an improving employment picture, strong stock market, OK housing market, strong auto demand . . . and the Fed is still … Continue reading

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