Ray Dalio via Linkedin What we are seeing is typical late-cycle behavior, though more exaggerated because the durations of investment assets (i.e., their sensitivities to interest rate changes) are greater. Get... Read More

A BAML analyst anticipates that about 75% of household debt is in fixed-rate products and hence, a gradual Fed hiking cycle shouldn’t shock the household sector. Michelle Meyer notes in her... Read More

Student loan debt continues to both grow in size and deteriorate in quality, while total US debt moves in the opposite direction Both student loan debt and student loan delinquency... Read More

Corvex Management LP  and Related Fund Management LLC, whose separately managed investment funds collectively own approximately 9.6 percent of the outstanding shares of CommonWealth REIT (NYSE:CWH), today announced that... Read More

REIT Stocks: What We Learned About This Week's Selloff by Heli Brecailo, editor of GilverBook Summary The recent selloff affected REIT stocks with greater intensity. No particular sector or size was targeted,... Read More

While most American millennials are worried about the spiraling cost of college education, at the other end of the age spectrum the pensions debate rages with equal ferocity. skeeze /... Read More

When Mike Carney left the Bank of Canada to become Governor of the Bank of England, he made it clear that he was bringing his old economic policies along... Read More

Lessons From Benjamin Graham Disciple Walter Schloss In today’s world of second by second market updates, streaming news and Twitter, it is easy to overlook the decades of financial news... Read More

Société Générale publishes a monthly update on the performance of several value orientated fundamental trading strategies across both developed and emerging markets. In this piece I'm taking a look... Read More

In a world where globalization and digitalization are converging in ways as never before seen, considering basically non-existent worldwide commodity price appreciation can result in a disinflationary feeling that... Read More