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The Stock Market's Current Valuation Is Just Right For A 'Rational Exuberance' Scenario

Let's return to the question of how much investors should pay for growth. Since 1995, Thomson Reuters I/B/E/S has been compiling analysts' consensus short-term earnings growth (STEG) expectations over the next 12 months (52 weeks since 2005) for the S&P 500. Data are also available for long-term …

Stock Markets

Investing: Who wins, loses with higher rates

Investors who forgot what to do when interest rates rise might be due for a refresher course.<p>Sharp swings in interest rates can be one of those major market shocks that crown new winners and punish companies on the wrong side of the shift. And after 30 years of falling interest rates that included …

The 40 Biggest Economies In The World

Here's a handy chart from Oppenheimer's John Stoltzfus.<p>It reminds us that a little bit of growth in the U.S. will go a lot farther than a lot of growth out of China.<p>And don't forget: Japan is the world's third largest economy, which shows just how high the stakes are as the country's leaders embark …

Economics

How Commodity Demand Evolves When Emerging Markets Mature

Emerging markets build more and developed markets eat more. That seems to be a universal truth in this world.<p>Here's some commentary from Societe Generale's new Global Economic Outlook report:<p>...Urbanization usually comes with economic development and commodity intensity evolves with economic …

Stock Markets

Everybody's Paying Fat Cash Dividends These Days

Dividends have accounted for over 40% of total returns for stock market investors since 1930.<p>Oppenheimer's John Stoltzfus and Matt Naidorf argue that dividend considerations should be a "central component of the investment process."<p>In a recent report to clients, the analysts note that it's a …

Investing

Can The World Afford Higher Interest Rates?

That’s the end of QE tapering talk then? Not quite, but it should die down somewhat, given U.S. Fed Reserve conduit Jon Hilsenrath’s latest kiss-and-tell article in <i>The</i> <i>Wall Street Journal</i>. Thankfully, it might also stop all the blather about the U.S. and global economies recovering (they’re not) and …

Jeff Gundlach: 3 Reasons Interest Rates Won't Head Much Higher

With the rate on the 10 year Treasury up around 50 basis points over the last month, many prominent bond investors (including PIMCO’s Bill Gross) have called an end to the decades long bond bull market. Judging by his presentation earlier this week entitled “What in the World is Going on?” bond …

3 ways Baby Boomers are redefining retirement

The path to retirement is normally considered to be a life-long marathon filled with numerous hurdles that occasionally trip up participants. The greatest economic slowdown since the Great Depression impacted millions of Americans, but those nearing retirement are feeling better about their …

Is true retirement an outdated concept?

New research shows that investment savings and financial security, rather than age, now determine when near-retirees feel ready to retire. Despite improving economic conditions, Maritz Research's recent Retirement Study marks $500,000 as the tipping point at which people feel comfortable to retire, …

Invest like a pension-plan pro

MARKETWATCH FRONT PAGE<p>If you’re looking to improve the risk-adjusted performance of your retirement portfolio then maybe it’s time you invested your …

Retirement

Google launches Internet-beaming balloons

CHRISTCHURCH, New Zealand (AP) — Wrinkled and skinny at first, the translucent, jellyfish-shaped balloons that Google released this week from a frozen field in the heart of New Zealand's South Island hardened into shiny pumpkins as they rose into the blue winter skies above Lake Tekapo, passing the …

6 Money Lessons From Dad That Still Apply

Almost every dad has a set of stock phrases his kids hear again and again.<p>(Face it, if we'd listened the first time, he probably wouldn't have had to repeat himself.)<p>While Mom was trying to civilize you, Dad wanted to make sure you could survive in the wild. Toward that end, a lot of his advice …

Personal Finance