An inflation rate of 2% to 3% is good for stocks because it gives companies the power to raise prices, which helps boost profits.
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Instead of the threat of deflation from weak growth and falling prices, the U.S. is facing the opposite: accelerating inflation.
In retrospect, it was ill-timed for the Federal Reserve to start hiking short-term interest rates. But that can easily be fixed.
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The former Fed chairman's decisions in 2008 were an act of courage that averted an economic collapse far worse than we experienced.
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Among the consequences of China's slowdown: lower commodity prices, which actually benefit the U.S.
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Despite the recent friction, I believe the eurozone is stronger after putting down the Greek rebellion.
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There's good reason to believe that analysts' forecasts of a 12% increase in earnings next year are on the mark.
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New ways of producing goods and services may be causing the bean counters to underestimate productivity.
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Best bets for investors will be those companies with strong sales outside the Euro zone.
Stock prices are reasonable relative to earnings and the returns from alternatives are meager. So, there's your upside potential.
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Powerful economic forces, such as sharply lower growth in the labor force, are pushing interest rates down.
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The author of Capital in the Twenty-First Century has a flawed view of capitalism.
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It's good to see a long-term stock market bear concede that stocks are not overpriced.
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The smart money sees powerful economic forces, which transcend the power of the Fed, pushing interest rates downward.
With today's low interest rates, it makes sense that price-earnings ratios should be higher than average.
Nobel laureate Robert Shiller showed that fluctuations in the stock market were consistent with fads and euphoria.
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In the future, the Fed will have a much tougher job convincing the markets that it means what it says.
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I still believe we will emerge from the slow growth in productivity. Nevertheless, it's crimping corporate profits.
Without the Fed's actions, Americans would be facing the same kind of deflation we suffered in the Great Depression.
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The economy is nowhere near a cyclical peak, so earnings and stock prices still have room to rise.
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30 years ago, a bipartisan commission (yes!) helped fix these entitlement programs. Let's try it again.
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You can't keep marginal rates low if you allow deductions for such items as mortgage interest.
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If we can avoid heading over the fiscal cliff, stocks will continue their strong rally.
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If all of the tax hikes and spending cuts take effect, stock prices could fall 10% to 20% by year-end.
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Rates must go substantially higher before bonds can challenge the return on stocks.
Stocks are at fire-sale prices thanks to the euro crisis. This could turn out to be a terrific buying opportunity.
Academic research shows that
private equity produces stronger
and more-resilient companies.
High correlation across asset classes is the norm today. But in the long-run, diversification will still be the key to a winning portfolio.
It's wrong to think that the Fed has spent all its bullets and can no longer stimulate the economy.
Despite the troubled economy, U.S. companies continue to post steady profits, and with the market down, their stocks could be great buys.
Stocks are the ideal investment vehicle to ride out higher inflation and interest rates.
Over the long-term, stocks have historically been unaffected by overall price increases.
With large budget deficits, our country's top-notch bond rating risks being downgraded.
The European financial crisis is likely to cause some countries to default on their debt.
Don't sweat all the talk of gloom and doom; history proves that, in the long run, it doesn't pay to be a pessimist.
The new rules for our financial system are a mixed bag for individual investors.
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European stocks are cheap, but the big risk is that the euro keeps falling.
A Medicare tax on investment income and a proposed hike in the capital gains rate won't snuff out the rally in stocks.
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Rapid economic growth isn't necessary to generate healthy stock-market returns.
The evidence is overwhelming that dividend-paying stocks are still your best long-term bet.
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There is absolutely no reason to be pessimistic about either the U.S. or the world economy.
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Over periods of 20 years or longer, stocks have never lost money, even after inflation.
We are better off today as we confront the current credit crisis.