The Smart Money That's Not Worried About Brexit

Jun 14, 2016

(Bloomberg View) -- Next week's British referendum on whether to quit the European Union is starting to spook financial markets, with the pound in particular taking fright at the prospect of a win for the secessionists. But a look at what...

As Wall Street Frets Over Trump, a Sure-Fire Short Trade Emerges

Jun 14, 2016

How do you hedge against a Donald Trump presidency? It’s a question Wall Street traders are increasingly asking...

Not June, Not Likely July, More Likely September

Jun 14, 2016

(Bloomberg) -- The author is the professor of practice and senior director of the Oregon Economic Forum at the University of Oregon and the author of Tim Duy's Fed Watch...

Preparing For The Summer: A Bump In The Road

Jun 13, 2016

Markets have bounced back strongly from the February lows and investor flows and positioning now suggest some complacency. Given the increased event risk in coming months, we see scope for profit taking and short term volatility. We make...

Active Versus Passive Doesn’t Have to Be Either/Or

Jun 13, 2016

Why do so many financial professionals back passive investing to the exclusion of other options? One reason is the financial collapse of 2008. A lot of active managers didn’t “save” investors when they needed saving the most...

Megacaps Are Now S&P 500’s Curse as Smart Beta Gets Payback

Jun 06, 2016

(Bloomberg) -- The world is turning upside-down for U.S. equities, with the biggest gains coming from a strategy that has done little of late but deliver losses to investors and taking over market leadership from large technology stocks...

Moving European Equities to Neutral, Adding to Emerging Markets

May 23, 2016

While developed market economies are seeing increased headwinds, emerging market growth seems more resilient. Following our earlier decisions to upgrade EM debt and FX, we now upgrade EM equities to a small overweight. Following the recent bounce...

Crowdfunding Takes Effect

May 17, 2016

Everyone can do it. New Securities and Exchange Commission regulations approved late last year allowing the general public to invest in start-up companies went into effect Monday. Private companies were previously allowed to solicit only accr...

Berkshire Took $1.07 Billion Stake in Apple in First Quarter

May 16, 2016

(Bloomberg) -- Warren Buffett’s Berkshire Hathaway Inc. disclosed a stake in Apple Inc., betting that the technology company will rebound after a slump driven by a slowdown in iPhone sales...

Anyone Can Back a Startup Now. But Good Luck Finding the Next Uber

May 16, 2016

(Bloomberg) -- New crowdfunding rules taking effect Monday will let anyone—not just the wealthy— invest in startups. But don't bet on the "99 percent" finding the next Uber overnight...