Warren Buffett has joined the list of prominent investors calling for an end to the bond rally. Yields have spiked, hitting a two-year high on the 10-year, seeming to lend support to the bond bears' thesis. However, when one weighs the evidence ... Seeking Alpha, 2 weeks ago
In part III, of my three part series on monetary policy, I want to look at the implications for stock and bond investors. I remain cautiously positive on the equity markets, though I continue to believe in stock selection over indexing, and I ...Seeking Alpha, 1 month ago
In Part I, I explored the case of the more hawkish members, for their view of why rates should rise sooner rather than later. In this piece I will attempt to prove out that the data simply does not support a rise in rates. European weakness and ...Seeking Alpha, 1 month ago
Mar. 23, 2015 1:30 PM ET | About: Bank of America Corporation (BAC) by: Summary Bank of America stock has lagged behind peers, despite the firm having the greatest potential. How long will investors have to wait for BAC to perform? The ...Seeking Alpha, 2 months ago
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