Day

June 21, 2013
I genuinely enjoy following Barron’s Roundtable every year (see “Shifting Winds”).  The venerable old rag puts together a team of 10 outspoken money managers and allows them to do the journalistic equivalent of a cage fight.  The participants are free to grill each other over their recommendations, and it can get pretty intense.  Some years,...
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Three weeks ago, I asked if the bull market in REITs and MLPs was over, to which I replied “no.” Bond yields may indeed be rising with the scaling back of the Fed’s quantitative easing, but few investors in or near retirement can eke out a living on today’s yields.  Even if the current payout...
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