Category Archives: Uncategorized

The Year of Trading Dangerously

(Originally published here.) A funny thing happened on the way to the Great Rotation from bonds to stocks: Fixed-income assets have crushed equities so far this year. That’s the exact opposite of what everyone was predicting at the end of 2013. When … Continue reading

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Ambiguity Is Clear for Net Neutrality

(Originally published here.) Lots of people are unhappy with the Federal Communications Commission’s latest efforts to protect the so-called open Internet. The New York Times led its news story on the subject with the assertion that “the principle that all Internet content should be … Continue reading

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How to Make Housing a Better Investment

(Originally published here.) Many Americans think real estate is the best long-term investment, according to a recent poll by Gallup. That has prompted a lively debate during the past few days. The disagreement comes from the difficulty of measuring the value … Continue reading

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When a Dividend Signals Weakness

(Originally published here.) The frothiest corner of the fixed-income markets seems to have missed the memo that the Federal Reserve is lifting its foot off the gas. Despite concerns last summer that a reduction in bond-buying might wound the global … Continue reading

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Has Comcast Stopped the Cord-Cutters?

(Originally published here.) Comcast Corp., America’s biggest cable provider and one of its least-liked companies, seems to have been getting a little love lately. According to the latest earnings statement, the company added 24,000 video customers last quarter and 70,000 during the … Continue reading

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Will Sales Taxes Doom Amazon?

(Originally published here.) There are lots of reasons to shop at Amazon.com Inc., though one stands out: Many customers don’t have to pay state sales taxes, saving them as much as 10 percent on everything from toilet paper to televisions. New research confirms that this … Continue reading

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Morgan Stanley’s Bond-Market Magic

(Originally published here.) Maybe it’s luck, but Morgan Stanley, which reported earnings today, has been enjoying impressive growth during the past two years in a business that has been inflicting pain on the rest of Wall Street: fixed-income trading. The segment has … Continue reading

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