Following the crash of 2008 and the “great recession” that followed, investors fled stocks in record numbers. Many moved their capital to the “safe haven" of bonds, the world’s largest market. In fact, according to Bloomberg, in the ensuing two years investors moved a record $480 billion into bonds -- a number that continued to rise until recently. With the Fed pushing bond rates even lower with QE3, savvy investors more »
“I prefer the folly of enthusiasm to the indifference of wisdom.” - Anatole France
With low yields and the Fed's stated intention to keep interest rates depressed until at least 2014, its become a harder and harder environment for income-oriented investors to collect cash flow from their positions. As I have noted in prior writings on several financial websites, there appears to be the growing possibility that 2012 ends up more »
Top 10 US Financial Stocks for Systemic Risk - Not only are these the most systemically risky financial institutions that you should be avoiding if you are forecasting a deeper recession coming early next year, but these are also the stocks that you want to own if things turn out better than expected.