Deeply inverted Treasury curve narrowly misses reaching 41-year milestone

A bond-market gauge of impending U.S. recessions fell just shy of reaching its most negative reading since October 1981, when interest rates were 19% under Paul Volcker’s Federal Reserve. That gauge, ...

Coinbase Warns of ‘Staking’ Crackdown. The Stock Is Tumbling.

Text size Coinbase CEO Brian Armstrong. Patrick T. Fallon/AFP via Getty Images The CEO of Coinbase Global warned the Securities and Exchange Commission might be considering cracking down on a process ...

Older workers are fooling themselves when it comes to work, money and caregiving

Denial runs deep when it comes to money and retirement. Older adults are working longer, but at first blush they contend they are working because they want to. Only when pressed do they admit they nee...

Sell your Bank of America shares now, says KBW

Shares of the largest U.S. banks have been performing well so far this year, but David Konrad of Keefe, Bruyette and Woods believes the party is over for Bank of America Corp. Konrad downgraded Bank o...

Robinhood accidentally sold short on a meme stock and lost $57 million

Robinhood Markets Inc. accidentally sold short on a small stock as it went on a meme-like ride in December, costing the trading app more than the stock’s current market capitalization, executives disc...

‘I really need help.’ I have $580K in retirement savings, but can’t find a financial adviser because the ones I spoke to want clients to be richer than me. What should I do? 

Have a question about your financial adviser or looking for a new one? Email [email protected]. Getty Images/iStockphoto Question: I’m in Maryland and could use a financial planner for my Roth IRA...

‘Edge of a swamp’: JPMorgan strategist sees ‘one time only sale’ in fixed income as U.S. economy slows

Fixed-income yields “all look good,” and you might want to get some while you still can, according to JPMorgan Chase & Co.’s David Kelly. It’s a “one time only sale,” said Kelly, chief global stra...

U.S. stock futures point to further losses after payrolls shocker

U.S. stock futures pointed to a second day of losses Monday after an unexpectedly strong jobs report renewed worries about how high the Federal Reserve will have to take interest rates. What’s happeni...

LPL Financial Profit Soars, Advisor Headcount Rises

LPL Financial Holdings’ fourth quarter reported profits soared 199% year over year, thanks in part to lower expenses and a surge in net interest income.  The company reported fourth quarter net income...

Tech Earnings Weren’t Great. Stocks Are Soaring Anyway.

Technology stocks have kicked off the year with a roar, staging the kind of spirited, widespread rally last seen during the market’s Covid-era surge. There are nearly two dozen tech tickers on my scre...

Coinbase and Others Are Set for a GameStop Moment in Crypto Stock Short Squeeze

There is a short squeeze going on in beaten-down stocks across the cryptocurrency sector. All it takes is a quick look at the likes of Coinbase Global and Silvergate Capital to see that ‘ GameStop -st...

Cash is no longer trash, says Dalio, who calls it more attractive than stocks and bonds

“‘Cash used to be trashy. Cash is pretty attractive now. It’s attractive in relation to bonds. It’s actually attractive in relation to stocks.’” Bridgewater Associates founder Ray Dalio no longer thin...

I’m 72, have a cushy amount invested and was withdrawing 4% a year. But once I pay my financial adviser’s fees and California taxes that won’t be enough. What’s my move?

How to figure out if your adviser is worth what they’re charging you. Getty Images/iStockphoto Question: I have a comfortable balance in my investment account but have a question about only taking out...

BlackRock Buys Silvergate Stock. Others Are Bullish on the Beaten-Up Crypto Bank.

The world’s largest asset manager, BlackRock disclosed a significant position in Silvergate Capital the beaten-down banker to the cryptocurrency industry whose share price has been a high-profile casu...

Michael Burry says sell and Jim Cramer says buy. As the Fed meets, here’s how they both could be wrong on stocks.

Michael Burry, the hedge-fund manager at Scion Asset Management who correctly forecast the 2008 financial crisis, on Tuesday night sent out a one-word tweet: “Sell.” Burry didn’t elaborate, but it’s n...

Morgan Stanley’s Mike Wilson warns the stock market’s January rally could end this week

A surprisingly good start for the U.S. stock market in 2023 is likely to fade this week as the Federal Reserve is set to announce its eighth consecutive rate hike at the conclusion of its policy meeti...

Giant Swiss Bank Bought Up Intel, Disney, and AT&T Stock. It Sold AMD.

A big Swiss bank made a call in chip stocks, and loaded up on media and entertainment shares. Julius Baer of Zurich bought up Intel (ticker: INTC), Walt Disney (DIS), and AT&T (T) stock, and sold ...

Blackstone Stock Is a Good Investment, Even in a Downbeat Economy

These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or rec...

Where Are Stocks, Bonds and Crypto Headed Next? Five Investors Look Into Crystal Ball

A new trading year kicked off just weeks ago. Already it bears little resemblance to the carnage of 2022. After languishing throughout last year, growth stocks have zoomed higher. Tesla Inc. and Nvidi...

How to get a 6% return in bonds this year, according to Guggenheim

After an awful year, a straightforward strategy has been shaping up for investors to get an estimated 6% return in the bond market, according to Guggenheim Partners. The Federal Reserve’s rapid pace o...

Shipping Platform Freightos Goes Public in SPAC Deal

Online freight booking platform Freightos Ltd. started trading shares publicly on Thursday through a merger with a special-purpose acquisition company, just as the booming shipping demand that helped ...

Bitcoin’s Rally Is Built on Low Trading Volume. That Adds to the Risks.

Bitcoin has rocketed 37% since the start of the year, completely erasing its losses after the demise of the cryptocurrency trading platform FTX. But there is ample reason investors shouldn’t chase the...

Opinion: 6 cheap stocks that famed value-fund manager Bill Nygren says can help you beat the market

These are tricky times in the stock market, so it pays to look to the best stock-fund managers for guidance on how to behave now. Veteran value investor Bill Nygren belongs in this camp, because the O...

Why naked short selling has suddenly become a hot topic

Short selling can be controversial, especially among management teams of companies whose stocks traders are betting that their prices will fall. And a new spike in alleged “naked short selling” among ...

This dividend-stock ETF has a 12% yield and is beating the S&P 500 by a substantial amount

Most investors want to keep things simple, but digging a bit into details can be lucrative — it can help you match your choices to your objectives. The JPMorgan Equity Premium Income ETF JEPI, +0.27% ...

Ken Griffin’s Citadel made $16 billion last year – the largest annual hedge fund profit on record, investor says

Ken Griffin’s U.S. hedge fund Citadel made $16 billion in profit after fees last year – the largest annual profit ever made by a hedge fund manager, an investor has estimated. In a report published on...

Bitcoin soars past $23,000 to highest since last September

Bitcoin BTCUSD, +0.59% soared past $23,000 on Saturday, its highest level since September, as the crypto currency market recovered some ground in early 2023. The rally came despite news on Thursday th...

Goldman Sachs Stock Looks Cheap After a Rough Week

Goldman Sachs Group stock looks appealing after a selloff this week triggered by disappointing fourth-quarter earnings and a report of a federal regulatory probe of the bank’s money-losing consumer bu...

Giant Fund Buys Up Tesla and Plug Power Stock, Sells GM

A large European asset manager recently made adjustments in its U.S.-traded stock investments that seem to favor electric vehicles over traditional car makers. DNB Asset Management materially increase...

Toyota, Warner Bros., and 24 More Stocks Barron’s Roundtable Pros Love This Year

Roundtable Companies Shares of companies with strong fundamentals are poised to shine this year, no matter the economic backdrop. Toyota and Warner Bros. fit the bill. Updated Jan. 20, 2023 8:35 pm ET...

Wells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching

Text size Eaton Vance’s Adam Dunn expects cost cutting at Disney and a more balanced approach to growth and profitability at Disney+ under newly reinstalled CEO Bob Iger. Getty Images Sometimes, being...

U.S. Treasurys at ‘critical point’: Stocks, bonds correlation shifts as fixed-income market flashes recession warning

Bonds and stocks may be getting back to their usual relationship, a plus for investors with a traditional mix of assets in their portfolios amid fears that the U.S. faces a recession this year. “The b...