Yesterday, the Commerce Department announced that the economy contracted by -4.8 percent in the first three months of 2020, the worst reading since the last quarter of 2008. Analysts expect…
…the growth of $1 to give the same starting value to multiple investments for comparison purposes. This fund has lost so much that you couldn’t start with a $1 without…
…year, which would put the overnight rate at 2.25 – 2.5%. Knowing this, the market has repriced short term Treasury yields to compensate for this expectation. Long term yields are…
…imports. Lower commodity prices hurt because a lot of emerging market countries are often large commodities producers. Russia, for example, needs oil to trade above $100 per barrel in order…
…in the US and alive in the rest of the world. It seems like a dubious proposition. When researchers find a risk premium like value, size, momentum or quality, they…
…few years now, exchange-traded fund (ETF) companies are rolling out Emerging Markets exChina funds, trying to capture shifting investor preferences. Although we’re almost certainly going to continue with our broad-market…
…management had ballooned to $18.8 billion. In 2010, Morningstar named Berkowitz the ‘Manager of the Decade,’ touting his 10-year returns through Dec 31, 2009 of 13.2 percent compared to the…
…the 12.6 percent return for the S&P 500, an underperformance of -1.6 percent per year. Again, mid cap fund managers fared a little better with a -0.8 percent annual lag…
…Assuming that the fourth quarter numbers come in as expected at 2.5 percent, real Gross Domestic Product (GDP) looks like it will come in at 2.5 percent. To put that…
