March began with the “Ukraine selloff” and the S&P 500 Index (SPX) even went negative for the year in the middle of the month.However, dovish comments from Fed Chairwoman Janet Yellen at the end of the month sparked a rally and the first quarter closed in positive territory. The most notable action to me was that growth/momentum stocks, as exemplified by the biotech index, have begun underperforming value stocks.Two big winners, which reflect this change in market sentiment, were Seagate Technologies ( STX ) and Wells Fargo ( WFC ) both of which trade well below the market’s roughly 16x (forward) multiple and each gained over 7% in March.The old adage about "when everyone expects something to happen in the market it probably won’t" is coming true in two areas. I’m referring to the universal belief that interest rates were bound to rise with the onset of tapering, and also that equities were due for a pullback.I hereby plead guilty to subscribing to both those notions, neither of which ...
‘Million Dollar Listing New York’ real estate agents Luis Ortiz and Fredrik Eklund on buying into the Chicago Cubs.
MDC Partners CEO Miles Nadal weighs in on Elon Musk and Tesla.
The S&P 500 Index (SPX) returned +1.81% in Q1-2014 compared to +2.71% in the same quarter last year. During the first quarter, the market broke record highs when the...
‘The Death of Money’ author James Rickards on his predictions for the next financial collapse.
Levo League CEO Caroline Ghosn on launching a company aimed at helping women elevate their careers. For more visit: http://www.levo.com/ask4more
Sullivan & Cromwell senior chairman H. Rodgin Cohen on investing in Bitcoin.
Hoping to raise cash to renovate 100-year-old Wrigley Field, the Ricketts family is debating selling shares of the Chicago Cubs to minority shareholders.A Ricketts f...
InvestorPlace.com Contributor Aaron Levitt on how investors can gain from expansion of the U.S. energy infrastructure.
‘Two for the Money’ authors David Murray and Jonathan Murray debate the outlook for the markets and how to boost investors’ portfolios.
Brooks Running Company CEO Jim Weber weighs in on business and growth.
Janney chief investment strategist Mark Luschini gives tips for investing in the markets.
Chinese stocks are the bargain of a lifetime. That’s what pundits from Goldman Sachs to analysts at major media outlets have been reporting. Are they right?The resur...
Shares of Moelis & Co rose as much as 9 percent in their debut, after the boutique investment bank cut the size of its offering and priced it below its targeted rang...
Bill Stone of PNC Wealth Management and David Bianco of Deutsche Bank on the impact of GE CEO Jeff Immelt potentially leaving GE before the end of his 20-year tenure.
FBN’s Charlie Gasparino, Penn Financial Group president Matt McCall, and United Advisors chief market strategist Scott Martin on Virtu going public.
Belpointe Asset Management’s David Nelson and Chapwood Investments’ Ed Butowsky on the market selloff.
Overstock.com Patrick M. Byrne on the company and why he is stepping down as chairman of the company.
Holland & Co. chairman Mike Holland breaks down the keys to investing.
Imagine giving up $431,000 over the course of your career for one simple mistake: failing to negotiate your first starting salary.Or ask the question: would you ever...