Investment Perspectives

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Watch Out For Falling Angels

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The potential downgrade of over $100 billion worth of investment-grade rated bonds looms as the next challenge for corporate bonds.

More Market Swings Ahead

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But the downturn looks like another painful but temporary correction instead of a global bear market.

Clueless Fed?!

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With Fed communication in what we believe is disarray, we expect the market to continue to cascade lower.

The Middle East: The Way It Is And Why

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The non-Arab countries that surround this region meddle in the situation but are not willing to mount a massive intervention.

Midwinter Forecast: More Volatility Ahead

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Investors may have grown weary of the bleak midwinter volatility, but spring is still a long way off.

Bear Market Ahead?

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Economic data, including a stronger U.S. economy, suggest that we’re not in for a 2008-style collapse.

Markets Don't Work As Well As We Thought

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One of the big unanswered questions in the finance world is: Do returns reflect risk or mispricing?

Equities Remain Under Pressure As Investors Focus On The Negatives

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There is a disconnect between financial market prices and economic realities.

Will Outcomes Improve For Diversified Investors In 2016?

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It seems a fairly safe presumption that diversified portfolios will fare better in 2016 than in 2015.

$100 Trillion Up In Smoke

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The oil collapse is global wealth destruction of epic proportions.

Schwab Market Perspective: Watching And Waiting

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If we are in the midst of a cyclical bear market, it’s of the “non-recession” variety.

This Is No Way To Fund The Federal Deficit

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Rather than taking a sensible approach to deficit funding, it seems like we're going in the opposite direction.

Schwab Sector Views: Cutting Through The Energy Noise

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Timing a bottom for something as volatile as oil is next to impossible.

Studies In Economic Failure: Japan Edition

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As always happens in times of uncertainty, the doomsayers are back...

The Good, The Bad And The Ugly

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The "ugly" was rumors that some European banks are insolvent.

Finding Opportunity—And Managing Risk—Amid International Volatility

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For all the turmoil in international equity markets this year, there are a number of positives.

Increasingly Addled

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“How’s it workin’ for ya?” – would be a curt, logical summary of the impotency of low interest rates.

What Does The Yield Curve Say?

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Though the yield curve has been flattening in recent weeks, it still has a long way to go before an inversion.

A Little Chaos Is A Good Thing

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There is a real potential for the Republican Party to go into its convention without a de facto winner.

Gold To Beat Stocks?

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Gold is a brick, albeit a shiny one. It's not meant to outperform stocks in the long run.

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