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By David Templeton, CFA | January 4, 2015: A Week Of Outlooks For 2015

What Returns Can Investors Expect in Long-Term Treasuries?

Long-term treasuries continue to be one of the most fascinating areas of the markets to me right now. After a blowout 2014 when long bonds were up …

Weighing the Week Ahead: Time for the “January Effect”?

The pros are back from vacation and ready for a new year of punditry!<p>While there is a normal flow of news and a full trading week, I expect the …

Stock Market Outlook for 2015

A conflicted bull market may be experiencing a late-life crisis, but it’s not headed for a total breakdown yet.<p>Bull markets don’t always age …

Stocks

2015 Investment Outlook: Europe—The Saga Continues |Franklin Templeton

Like television fans deciphering a season-finale cliffhanger, investors have been left with unanswered questions about the eurozone as 2014 draws to …

2015 Will Be The True Test Of The Economic Recovery

Every January since the recession ended in 2009, economists have predicted that <i>this</i> was the year the recovery would take off. In 2014, they were …

Economy

Industrial Machinery Index Seems Poised for 2015 Rally

It's easy to follow the crowd and buy what keeps going higher. But generally larger gains can be found in healthy areas of the market where we've …

Dividend Growth Equities Outperform During Increasing Interest Rate Periods

At the end of 2013 most if not all strategists expected interest rates to rise with the anticipated end of quantitative easing. However, the market …

2014 2015

The fund that was too good to be true

It was the right pitch at the right time. In the fall of 2008, just as the stock market was tanking in the financial crisis, a tiny Boston-based firm …

Finance

A Market Needing To Resolve Divergences In 2015

As 2014 has come to a close, investors have turned their attention to 2015 and looking for clues as to what the market and economy have in store for …

Better Investing Members Buy A Few Underperforming Stocks

Around this same time last year I provided an update of the stocks most favored by members of the Better Investing community. The list is an informal …

Caveat emptor, quantified

We welcome comments that advance the story through relevant opinion, anecdotes, links and data. If you see a comment that you believe is irrelevant or inappropriate, you can flag it to our editors by using the report abuse links. Views expressed in the comments do not represent those of Reuters. …

Schedule for Week of January 4, 2015

The key report this week is the December employment report on Friday.<p>Other key reports include December vehicle sales on Monday, the December ISM …

Weekend Reading Links - January 4, 2015

For your weekend reading pleasure, the articles listed below contain some of the best dividend and value investing insights found on the web. They …

Kill the corporate income tax

I've written a lot about corporate taxes over the years and why the corporate tax rate should be dramatically lower or, better yet, zero. John Steele …

Only Stocks Are Left Minding The ‘Recovery’ | Alhambra Investments

If I had to define the recovery period that developed after the trough in the Great Recession, it would have ended sometime in the middle of 2011. Up …

Updating My Favorite Performance Chart

There’s a well-known story about how Daniel Kahneman got his start in the study of behavioral psychology a number of decades ago. The story goes like …

Consumer confidence at pre-Obama highs

We welcome comments that advance the story through relevant opinion, anecdotes, links and data. If you see a comment that you believe is irrelevant or inappropriate, you can flag it to our editors by using the report abuse links. Views expressed in the comments do not represent those of Reuters. …

Economy

Restaurant Performance Index shows Expansion in November

Happy New Year! I did my part last night to help the restaurant index for December :-)<p>Here is a minor indicator I follow from the National Restaurant …

Economy

Predictions for 2015

<b>First, a look at how last year's predictions turned out.</b><p>On balance, it was a good year. Here's what I got right and wrong:<p><i>Right:</i> I was generally …

The Year of Divergences That Weren’t | Alhambra Investments

The Caracas Stock Exchange Index only gained 44% this year, a far less intense surge than the 452% increase in 2013. Of course, not even in Venezuela …

Junk Bond Risk Appetites Imply Stocks Should Fall At Least 13%

I have been watching the junk bond (and leveraged loan) market very closely over the past few months mainly because risk appetites there have been …

Free Fallin’

The price of oil is at its lowest level in five years and the decline could very well continue. The question isn’t how low can it go, but rather, how …

Pre-Election Year Equity Return Favors The Bulls

In our Monday post one bullet point noted the favorable equity market returns achieved in a pre-election year. Today, Chart of the Day sent out a …

This Is The Best Illustration Of History's Bull And Bear Markets We've Seen Yet

The S&P 500 is up a whopping 212% from its March 2009 low of 666.<p>That means this bull market has been humming for a very long 68 months, which seems like a long time.<p>But by historical standards, the length and strength of this bull run isn't that spectacular.<p>Some folks have been tweeting this …

Trading

WALL ST WEEK AHEAD-Big questions for markets for 2015

Dec 26 (Reuters) - Wall Street was generally calmer in 2014 than in previous years, but that doesn’t mean the stock market was devoid of drama.<p>Big selloffs in biotechnology and social media stocks had strategists predicting doom in the spring, and the plunge in oil prices has clouded the outlook …

Markets

This is how U.S. drillers responded to oil drop - MarketWatch

In an earlier version of this story, the chart incorrectly graphed oil prices. The chart has been corrected.<p>NEW YORK (MarketWatch) — It’s no surprise …

Oil

Diverging markets

Growth accelerated in America, after a slow start to the year, and in India, after decisive elections. But China plateaued, Europe languished and …

Economy