It was great taking part last month in Jim Lange’s Money Hour radio segment, where I shared my thoughts on the second half of 2015, among other topics. For the remainder of 2015, I see U.S. real GDP growth of about three percent. While first quarter numbers weren’t promising, we see things gradually getting better… Continue reading →
Our short answer is: Not much. Greece is still a pimple on the world economy. Nearly all of its sovereign debt is now held by central banks, who can write it off with little lasting effect on world markets. The real issue is the domino effect. What if Italy, Portugal and Spain get the idea that… Continue reading →
There are few original ideas in the investment world, but it pays to quickly latch onto good ones, so we’re going to endorse the latest thinking from Michael Hartnett, chief investment strategist at Bank of America. Hartnett says 2015 will be about “buying Main Street and selling Wall Street.” We like the idea that middle-class… Continue reading →
Company shakeups spurred by shareholder activism appear to be a growing trend. With this in mind, I offer insight on why activist investing might be taking off and — as this trend gains strength — outline if such movements will push companies too far. Click on the podcast above to hear more.
CEO and top executive shake-ups at large corporations is always something that we keep an eye on. Whether it’s a dark horse candidate taking the helm, or an industry veteran heading out, these changes can be meaningful for the future of the company, and impactful from an investors’ standpoint. For example, let’s rewind to 2011… Continue reading →