Regular readers know that I have favorite analysts that I follow and post excerpts from. One of them is Brad Hintz, a former Lehman CFO and a senior analyst at Bernstein Research. Recently, Hintz asked: Will a Rising Tide Lift All [Brokerage]...
Are your clients coming back into the equity market or are they still scared out of their minds? Our friends over at MFS mutual funds have released additional findings from its Investing Sentiment Survey today, showing that Mass Affluent investors...
Steve Leuthold, my favorite fund manager ...
Jim O’Neill, chairman of Goldman Sachs Asset Management, rebuts the argument that euqity market performance is not correlated...
A friend, John Aidan Byrne, our long-time corrrespondent writes: ...
I forget who said it, but it went like this: The trouble with a democracy is once the people understand that they can vote for...