July 2011 Archive

goldbuyers

Who is Buying Gold and Silver?

Who is buying gold and silver?  Over the past year, I’ve often been asked this question by journalists covering the popularity of gold and silver ETFs. Although we at BlackRock don’t know each individual buyer of our iShares ETFs—a shame,…

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Downgrade

The Chances of a US Debt Downgrade

As the debate over the debt ceiling continues in Washington, I, like most market watchers, believe that a deal will be reached and the debt ceiling will be raised. Rather than whether a deal will be reached or not, the big outstanding questions now…

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Cash_equitization

What a (Cash) Drag: Institutional Investors and ETF Cash Equitization

How institutional investors handle “cash drag”- and how you can, too. I recently blogged about a report from Greenwich Associates that showed institutional ETF usage is on the rise.  One of the primary ETF strategies in that space?  Cash…

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iS-5080_facebookthumb

Video: Rising Rates – Not If, But When

As the global economy enters its third year of recovery, interest rates continue to remain close to historic lows. But as the economy starts to normalize over the long-term, there’s an expectation that rates will rise – arguably by a lot.…

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REIT

Monday Market Calls | REITs

Call #1: Underweight REITs Relative to the Financial Sector This week, my call focuses on REITs. With yields low and likely to stay that way for the foreseeable future, everyone is searching for income wherever they can find it. One of the biggest…

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SaveItaly

The European Rescue Plan & Italy

My Take on the Rescue Plan At an emergency meeting Thursday, European leaders backed a rescue plan for Greece that was generally in line with what the market had been led to expect. Prior to the rescue plan news, both the market and I had expected…

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WRR7.22

Weekend Reading Roundup: The Debt Ceiling and Europe

The week began with concern about Europe, including a warning from former Treasury secretary Larry Summers, writing for Reuters; the European financial crisis, Summers said, “threatens both European integration and the global recovery.” Fellow…

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Megacaps

More on the Case for Mega Caps

While the recent June non-farm payroll report offered yet another reminder of the fragile and sluggish nature of the current recovery, we continue to believe that equities offer better prospects than fixed income. We believe that a combination of…

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Adendum

Tax Gain Harvesting, Part II: Remember State Taxes Too

A couple weeks back I wrote a post about tax gain harvesting, a strategy in which investors could sell holdings in order to qualify for a zero percent capital gains tax available to taxpayers in the 10% and 15% tax brackets.  One tax savvy…

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Understandingrisk

Cash Can Be Risky, Too

Young investors who keep their money in cash may think they’re playing it safe, but the strategy could cost them in the long run. A recent Bank of America-Merrill Lynch survey found that almost half (47%) of 1 ,000 affluent Americans—defined by…

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