interest rates

Our take on the investing, financial, & economic themes of the day

What’s a Conservative Dividend Investor to Do?

1 December, 2015 by Matthew O'Brien, Ph.D. in Commentary
I recently helped a new institutional client rebalance its portfolio away from a heavy concentration in telecommunication, energy, and utility stocks.  This client has ongoing income needs, and the rationale for owning telecom, energy, and utilities is of course to meet these needs with ... read more...

“Bond Buyer’s Dilemma”

9 December, 2011 by Ben O'Brien in Commentary
The economist Burton Malkiel, who happened to be my professor sophomore year in college (Spring 1970!), wrote an article in Wednesday’s Wall Street Journal entitled “Bond Buyer’s Dilemma” that made many of the same points that I have been making for the last year or so. ... read more...