Best Blogs of the Week

Best Blogs of the Week #219

Posted by Anu Heda on Feb 22, 2016, in Best Blogs of the Week , tagged with , ,

Three blogs this week spanning wide ranging topics.

BlackRock – Why Investors Have Reason to Be Optimistic – Leading indicators still look okay. Much of this year’s selling has been driven by recession fears.

Columbia – Do a grouch a favor – I believe that fair value for the S&P 500 is in the range of 1800 to 1850. That does not mean that pessimism won’t drive it lower. If it does, there will probably be a buying opportunity.

Wells Fargo – How the price of oil could affect equities – In the recent past, oil and the stock market have moved in lock-step. Many on the equity side looked at petroleum as the canary in the coal mine that was sensing an economic slowdown and telling us just that, which I’m not sure was entirely right or wrong.

Best Blogs of the Week #218

Posted by Anu Heda on Feb 15, 2016, in Best Blogs of the Week , tagged with ,

Only two blog posts from the past two weeks make the cut here.

BlackRock – A Not So Gentle Reminder of Why You Should Own Bonds – And the recent market swings really bring this diversification discussion home. When the equity market is performing well, you may be giving up some gains by owning bonds, but you’re also building some cushion should stock markets fall.

WisdomTree – Are You Having Trouble Timing the Market? – A simple, well-known adage says that successful investing is all about “time in the market, rather than timing the market.”

Best Blogs of the Week #217

Posted by Anu Heda on Feb 01, 2016, in Best Blogs of the Week , tagged with ,

Equity market volatility continues increasing (in the short-term) and the industry’s blogs react precisely. No less than 7 posts this week on the subject. We captured our favorite 2 from Franklin Templeton and Vanguard.

volatility, naissance

Franklin Templeton – Will Market Volatility Put Rate Rises on Hold—for Now? – Taylor’s base-case scenario for 2016 is more optimistic than the market consensus, and he has rising hope for future rises in interest rates.

Russell – Diversification – Not feeling that great? – … the temptation for investors to abandon portfolio diversification and chase the “winning” asset class.

Vanguard – Don’t do something – just stand still. – Intellectually, we know that exiting markets during downturns is counterproductive. But action always seems better than inaction.

Best Blogs of the Week #216

Posted by Anu Heda on Jan 26, 2016, in Best Blogs of the Week , tagged with ,

Many asset managers are starting to acknowledge and blog about a potential global recession. Here are two of the better posts related to a global recession.

M & G – What’s all this fuss about a recession? – If we’re sticking to the facts, this sell-off is way over-done. To make us worry that we are about to plunge into global recession we would have to hear more convincing explanations as to how the factors impacting asset prices are going to become net negatives for global growth.

Wells Fargo – Worried about the market? These charts can help – So far in 2016, the daily return on the S&P 500 Index has been -2% or worse three times in the span of 12 days. For perspective, the stock market dropped that many times plus one for all of 2012. The average number of days the market drops 2% or more is five times per year.