investing

Kyle Bass doesn't believe that the bloodletting in the muni market we have seen so far is enough to warrant taking on the increased credit risk that municipal bonds now have. Bass, who is a principal at the hedge fund Hayman Capital…

By Win Thin Now that we are about halfway through Q1, we thought it would be helpful to take a look at how equity markets have performed so far this year.  The tables below summarize MSCI performance for a variety of countries and…

David Stockman was on Bloomberg yesterday reviewing the Obama 2011 Budget proposal. His view dovetails with the view on the budget I presented yesterday, when I said: The key, however, is that no one actually wants to cut the items in…

I was on the BBC this morning talking about the Obama FY 2012 budget proposal. Here's what I said and what I think about the proposal so far (If I get the video, I will post). This post will be more about the political tactics and…

Highlights The US dollar is little changed since Friday but stronger against the euro, which is largely a sign of euro weakness as opposed to dollar strength. The euro is susceptible to event risk this week, after hitting recent highs,…

By Claus Vistesen One of the main investment and trading themes crystallised during Q4-10 was the move out of emerging markets and into developed markets. As with all themes, it started as a contrarian misfit moving against the truck loads…

This contribution was originally published by John Mauldin, best-selling author and recognized financial expert. John is also editor of the free Thoughts From the Frontline that goes to over 1 million readers each week. To subscribe to his…

In this segment on Bloomberg with Tom Keene just after the jobs report was released yesterday morning, Bill Gross continues hammering away at the central banks' easy money monetary policies, the main point of his last newsletter. His…

Bill Gross is at it again. The bond king who has taken a populist turn is out with another monthly investment commentary that features a negative view of Wall Street (God's work) and Federal Reserve monetary policy. I want to hone in on the…

Here are a bunch of the participants from this year's Barron's Investor Roundtable discussion talking to Michael Santoli about the ideas they expressed.