1+ week, 4+ day ago   (397+ words) “We’ve already had a lot of good returns behind us,” Oppenheimer said. That leaves Goldman expecting equities to keep advancing, but at a more gradual pace as valuations, interest rates and slowing earnings momentum make another year of unusually large…...

1+ week, 5+ day ago   (216+ words) Treasury Secretary Scott Bessent shocked the bond market on Aug. 19 by doubling planned purchases of long-dated government debt, briefly pushing the 30-year Treasury yield sharply lower. Less than two weeks later, the 30-year yield is back above 5.28%, essentially where it…...

2+ week, 5+ day ago   (769+ words) Small caps are back in the conversation as advisors look for places to redeploy cash away from mega-cap-heavy indexes, and Sean O’Hara wants them to look closely at what they’re buying. Broad small-cap benchmarks carry a large contingent of companies…...

2+ week, 6+ day ago   (175+ words) The SEC investigation may ultimately produce no enforcement action. An inquiry is not an accusation, and dramatic losses at a highly leveraged hedge fund are enough to give regulators reasons to understand what happened without implying that anybody broke the…...

2+ week, 6+ day ago   (806+ words) Every advisor who has run a value screen has likely lived through the same disappointment. A stock looks cheap on the metrics that matter, the client buys in on the promise of upside, and then the name just sits there....

2+ week, 6+ day ago   (305+ words) Ed Yardeni was already one of Wall Street’s biggest bulls when he put a 7,700 year-end target on the S&P 500. Now he says even that wasn’t bullish enough. After a first-quarter earnings season he called “gangbusters,” the president of Yardeni…...

3+ week, 3+ day ago   (189+ words) That makes the relationship with Federal Reserve Chair Kevin Warsh increasingly awkward. Warsh has argued that higher market rates can do some of the Fed's inflation-fighting work without another increase in the federal funds rate. Bessent is now explicitly trying…...

3+ week, 6+ day ago   (193+ words) FINNY is replacing software fees of $6,000 or $12,000 a year with a $50 monthly subscription and a fee tied directly to assets brought onto the platform through clients it helps acquire. The larger experiment is whether wealthtech pricing can migrate from selling…...