Retail stocks—and earnings—are showing signs of life. But even though it is retail’s busiest season, this isn’t a great time to buy. Shares in retail companies, as measured by the VanEck Retail excha...
Tag: Trusts
How to Set Up a ‘Bond Ladder’ That Can Yield 4% to 5%
Bond ladders can be rickety at times. But they may provide protection against volatile interest rates and offer ways to capture higher yields as they hit the market. The concept is straightforward: As...
Build a Bond ETF Ladder to Capture Yields of 4% to 5%
Bond ladders can be rickety at times. But they may provide protection against volatile interest rates and offer ways to capture higher yields as they hit the market. The concept is straightforward: As...
Blackstone’s Breit Retail Real Estate Fund Suffers First Significant Outflows
Blackstone ‘s big retail real estate fund experienced sizable net redemptions for the first time, in a potentially worrisome development for what has become one of the firm’s most important products a...
Cathy Wood’s ARK Invest trusts Grayscale despite lack of transparency: $1.7M invested – crypto.news
Ark Investment Management — the investment firm headed by Cathie Wood — bought 189,000 shares in Grayscale’s Bitcoin Trust (GBTC) on Monday. Ark’s GBTC holdings data shows that its number of shares in...
Retail Discounter TJX Is Thriving as Inflation Pressures Consumers
Text size 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 vi...
It’s Been a Rough Year for Stocks and Bonds. What to Do in 2023.
With more than a month to go, 2022 is all but certain to go down as an annus horribilis for both stocks and bonds. The crucial question for investors: What does that portend for the year ahead? The re...
Ontario Teachers’ Pension Plan is latest FTX investor to mark venture investment to zero
It’s relatively rare for an institutional investor to make a public statement about a loss on a venture-capital investment, but nothing about FTX International’s $32 billion blow-up and bankruptcy is ...
Intel’s Newest Director Buys Big Block of Stock
On the heels of Intel CEO buying the company’s stock, the chip giant’s newest director also scooped up shares. Lip-Bu Tan, who joined Intel’s (ticker: INTC) board on Sept. 1, paid $1.35 million on Nov...
Coinbase, Silvergate and crypto stocks tick lower, Grayscale trusts hit new lows
Crypto prices traded up marginally on Friday, while shares in Coinbase and Silvergate continued to trade lower. Bitcoin was up 0.1% over the past 24 hours, trading at $16,693. Meanwhile, ether ...
Ray Dalio, Founder of Hedge Fund Giant Bridgewater, Sees More Pain Ahead
Ray Dalio founded Bridgewater Associates in his Manhattan apartment in 1975 and grew it into a hedge fund colossus—with about $150 billion in assets—through astute analysis of macroeconomic trends. Al...
These money and investing tips can help you see this bear market more clearly
Don’t miss these top money and investing features: Sign up here to get MarketWatch’s best mutual funds and ETF stories emailed to you weekly! INVESTING NEWS & TRENDS Bitcoin owners are bellyaching...
German Family Office Lennertz Raises Third European Private-Equity Fund-of-Funds
Family office Lennertz & Co. is raising a new fund to take advantage of investment opportunities created by recent market volatility and depressed valuations. Lennertz, which was founded by former...
Market Losses Can Reduce Your Tax Bill for Years. Here’s How.
This year’s market mayhem could shave your tax bill for years to come. With just weeks to go, 2022 is poised for steep negative annual returns in both stocks and bonds, a correlated collapse that has ...
‘We’ve seen this before,” warns BofA. Why inflation could take until 2024 to fall to 3% and weigh on stocks.
U.S. stocks roared higher Thursday after October’s consumer-price index showed inflation rising at a less aggressive annual pace than expected, spurring hopes that the Federal Reserve’s inflation flig...
FTX lent over half of its customer funds to affiliated trading firm: WSJ
Embattled crypto exchange FTX, once the third-largest crypto exchange by trading volume, reportedly lent more than half of its customer funds to its affiliated trading firm Alameda Research, exposing ...
Higher Rates Hammer Home Buyers—and Make Mortgage REITs Lucrative for Investors
It’s instructive and often amusing to see how the popular media cover economic and financial news. You can get a handle on the public’s sentiment from how they treat those topics, which usually varies...
Hedge fund giant Elliott warns looming hyperinflation could lead to ‘global societal collapse’
“Investors should not assume they have ‘seen everything’” That was from executives at leading hedge fund Elliott Management, who warned that the world is heading towards the worst financial crisis sin...
Opinion: Forget the $22,500 limit, some workers can supersize their tax-deferred retirement savings up to $265,000 in 2023
If you really want to rev up your retirement savings and minimize income taxes, the best thing to be is a late-career professional in private practice. When you’re making a lot of money and are close ...
These money and investing tips can help your portfolio sail through December
Don’t miss these top money and investing features: Sign up here to get MarketWatch’s best mutual funds and ETF stories emailed to you weekly! INVESTING NEWS & TRENDS The only thing investors have ...