Among the many too-good-to-be-true financial stories is the Alpha Architect 1-3 Month Box ETF, known by its ticker BOXX, that offers Treasury bill yields taxed at capital gains rates.
Less than a year ago, investors were gaming out what would happen when billions of dollars of bonds reached maturity dates, leaving borrowers potentially crushed by costly refinancings. Now, those fears are fizzling away, with companies rushing to sell debt to a buoyant market.
As Federal Reserve officials prepare for an in-depth conversation about its balance sheet at next week’s meeting, Wall Street strategists can only agree that all of the plans being discussed by the central bank carry some growing risks.
A long awaited batch of spot Bitcoin exchange-traded funds is already influencing the way crypto markets function, just two months after they launched in the US on Jan. 11.
It’s time to question and challenge the notion of the “discovery” meeting.
Understanding what structured notes are, how they are used, and what types of investors might consider them is key to determining if they are a good investment for an individual’s situation.
With such high reported rates of client satisfaction and loyalty, why do only a few advisors experience the benefits of client-driven referrals? In part, it’s because the profession relies on the wrong metrics.
Let’s look at a few approaches to leadership that will be better suited to the current moment than the more traditional styles.
Research shows that client portal technology has a pronounced impact on advisor-client relationships.
Going against type, some Canadians are being very negative. A chorus of doomsayers is pointing out that by some measures, Canadian per-capita GDP is in decline.
Slowly but surely the interest-rate jigsaw puzzle is falling into place. Get ready for the much anticipated shift lower in the global monetary policy cycle by mid-year.
The fervor for all things AI has finally spread to a sector whose own heady start-up phase came about 160 years ago: Pipelines.
Bank of America Corp. sees little evidence to support the worriers on Wall Street who say the stock market has risen too far, too fast and is approaching bubble territory.
Artificial intelligence bulls are increasingly gravitating toward an ETF that amps up bets on Nvidia Corp. as trading volumes and inflows hit all-time highs.
Underlying US inflation topped forecasts for a second month in February as prices jumped for used cars, air travel and clothes, reinforcing the Federal Reserve’s cautious approach to cutting interest rates.
Bond traders have plenty on their plates the next couple days, even after they absorb a crucial US inflation reading that stands to shape expectations for Federal Reserve policy for months to come.
People like to compare price run-ups of tech stocks to what happened to Enron. The implication is that, since Enron failed, these companies will as well. But this argument does not work.
Though we are still grappling with the post-pandemic shock, throughout last year pundits underestimated the durability of the American consumer.
The more strongly people buy into the rhetoric of their political parties, the more difficult it is to be pragmatic about their investments.
Learn to avoid the most common and damaging errors by considering these five key questions before you hit “enter.”
Good managers are drowning the superior performance potential of their best ideas in a sea of bad ones.
There’s a new law of the land taking root in Silicon Valley: the more technology makes us laypeople replaceable, the more the technocrats building it are considered indispensable.
There has been a lot of theorizing about why so many Americans feel worse off economically. True, real wages are now finally increasing, the labor market is great, the stock market is up, and consumers are spending.
The ranks of Wall Street strategists playing down concerns around a bubble in US technology megacap stocks are growing.
This week, the US bond market faces its own Super Tuesday of sorts: the release of fresh inflation data investors will use to predict when the Federal Reserve will start cutting interest rates.
Forget the artificial-intelligence frenzy — the most-exciting trade on Wall Street right now might just be betting on boring.
Household wealth in the US increased to a record last year as investors reaped the benefits of a surging stock market and higher home values.
Australia’s QIC Ltd. expects the Federal Reserve to keep interest rates elevated through the year — or even raise them further — as the US economy powers ahead, a contrarian call that’s increasingly gaining traction.
JPMorgan Chase & Co. will continue hiring in China for its asset management business as it targets growth in the world’s second-largest economy.
The US jobless rate climbed to a two-year high in February even as hiring remained healthy, pointing to a cooler yet resilient labor market.
It’s a year since the failures of Silicon Valley Bank and Signature Bank – and the renewed cries of “never again.” Almost instantly began inquiries to work out who to blame, as well as hurried efforts to tighten banking rules, raise capital demands and enact laws to make executives pay.
The pandemic years transformed wealth in the US, sowing the seeds of a new form of inequality.
Risks are building for bond traders who’ve spent the last couple of weeks adding to bets on Federal Reserve interest-rate cuts this year.
Nvidia Corp’s scorching rally has added more than $1 trillion in value this year alone, sending it well above the level where it last split its shares. Some see the AI giant well placed to do so again.
The largest weekly outflow on record for technology stock funds hasn’t dimmed the broader euphoria that is driving US equities to “ferocious” gains, according to Bank of America Corp. strategists.
The last time Cathie Wood and ARK Investment Management found themselves on the opposite side of a call made by Grizzly Research, they lost tens of millions of dollars. It’s not stopping them from facing down the activist short seller once again.
This is an interview by Robert Huebscher of Woody Brock. They discuss what it means for a nation to "go broke," the tactics a country can use to avoid insolvency, the relevance of the gold standard, and a key finding about sovereign deleveraging and its impact on its standard of living.
Fisker Inc.’s warning that it may run out of cash within 12 months absent fresh equity or debt raises a new and worrying question for car owners: What happens if the maker of your electric vehicle goes bust?
The Great Resignation is in the rear-view mirror, and the labor market is showing hints of swinging back in the complete opposite direction.
All the fearmongering in Washington over the $1.5 trillion federal budget deficit hides a truth few politicians would admit — that hefty headline number you hear so much about is an unreliable measure of US fiscal health.
Concerns that Nvidia Corp.’s stratospheric gains might be unsustainable have spread to ESG investment managers who beat the market last year by betting big on the stock.
Federal Reserve Chair Jerome Powell reiterated to lawmakers that the US central bank is in no rush to cut interest rates until policymakers are convinced they have won their battle over inflation.
Concerns about Alphabet Inc.’s artificial intelligence missteps have weighed heavily on the Google-parent’s stock, but a Boston Partners fund manager believes this has created a golden opportunity for investors.
Bitcoin price swings are becoming more intense following the digital asset’s run to a record high, and a key question now is how investors in US exchange-traded funds for the cryptocurrency will react.
I cannot get away from the feeling of guilt that I am sacrificing time with my children to run this business.
A groundbreaking study has shifted the spotlight from data and numbers to a softer skill: emotional intelligence (EQ).
What happens if we ever get to a zero gender pay gap? If we do hit that milestone, can we declare victory?
After Covid-19 arrived in 2020, a lot of wealthy people fled locked-down California. Elon Musk, the world’s second-richest human, moved to Texas, griping that the Golden State had become “a little complacent, a little entitled.”
Investing in sports franchises can be a good portfolio diversifier and generate attractive returns.
Ever since the Federal Reserve began its policy-tightening campaign, Jerome Powell has been happy to ignore one form of inflation: Rising asset prices.
