Friday, Aug 17, 2012
John Kenney
Friday, Aug 17, 2012
Janet Bodnar
editor, Kiplinger's Personal Finance
Big Interview
On Twitter: @janetbodnar; @kiplinger
Links: www.annualcreditreport.com
Friday, Aug 17, 2012
Greg McBride
senior financial analyst, BankRate.com
Survey Says
On Twitter: @BankRateGreg
Links: http://www.bankrate.com/finance/checking/free-credit-union-checking-still-thrives.aspx
Thursday, Aug 16, 2012
David Wilson
Thursday, Aug 16, 2012
Steve Goldberg
Wednesday, Aug 15, 2012
Jason Brady
managing director, Thornburg Investments
Big Interview
Links: http://www.mhprofessional.com/product.php?cat=106&isbn=0071791116
ShortHeadline: Author of "Income Investing: An Intelligent Approach to Profiting from Bonds, Stocks and Money Markets"
Tuesday, Aug 14, 2012
Rich Moroney
Editor, Upside and Dow Theory Forecasts
MoneyLife Market Call
Links: www.dowtheory.com; www.upsidestocks.com
ShortHeadline: Rich Moroney, editor of both the Dow Theory Forecast and Upside newsletters, said he likes banks "more than I have probably ever liked banks," noting that attractive valuations have him looking at stocks most investors are avoiding, while he is shying away from the popular sectors like utilities and consumer staples.
Tuesday, Aug 14, 2012
Jack Ablin
chief investment officer, Harris Private Bank
Big Interview
Links: https://www4.harrisbank.com/Harris+Private+Bank+Home+Page
ShortHeadline: Jack Ablin, chief investment officer at Harris Private Bank in Chicago, said that investors will spend the next four or five years in a mode of "active risk management" while the government starts to deal with a national debt problem and ultimately moves to the launching pad for a long-term secular bull market that could last over a decade.
DetailInformation: In the "Big Interview" on MoneyLife with Chuck Jaffe, MarketWatch senior columnist, Ablin said that "the market has to underperform the economy by, say, 30% over the next five years – which means we will see negative numbers in equities – to get to a point where we could then get in and say 'Now is the time to actually close your eyes and buy, and this is a great buy-and-hold opportunity.'" "I still think we are four years away," Ablin said. “If we can somehow resolve the national debt, then we have many more opportunities than we have challenges.†In the intervening period, Ablin noted that investors are likely to face conditions similar to what they have seen for the last decade or more, forcing them into a defensive posture. "If I were to set a course for the next four years … I would say that Treasury bonds are probably not a great place to be, that higher-risk equities are not a great place to be," Ablin said. "Where I would concentrate rather than at the extremes of the risk barbell … is in the middle, so you can perhaps build a portfolio of some of these hybrid securities like REITs, preferreds and master limited partnerships where you are trying o collect yield in the current environment but your valuations are anchored to more of an equity orientation."
Monday, Aug 13, 2012
Matthias Kuhlmey
managing director and partner, HighTower Advisors, New York
Economy Watch
On Twitter: @HighTowerAdvisor
Monday, Aug 13, 2012
Wes Sparks
head of U.S. fixed income, Schroeders Investment Management
The Big Interview