Doubleline’s Baha: Don’t Think Short Duration Bonds Are A Rate-Hike Panacea

Conventional wisdom seems to be that the best way to deal with looming interest rate hikes is by buying only short duration bonds, or dumping bonds altogether. But in a recent Forbes column, DoubleLine’s Bonnie Baha takes aim at those notions.

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El-Erian: “Classic Overshoot” In EMs Will Hurt Now, Create Opportunities Later

Mohamed El-Erian says we are seeing a “classic overshoot” to the downside in emerging markets right now, which should lead to more pain in the near term but opportunity over the longer term.

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Faber Says We’re In A “Stealth Bear”

While stocks are up slightly this year, Marc Faber of the Gloom, Boom & Doom Report says that a “stealth bear market” has been going on under the surface.

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Paulsen: Watch For Commodities To Surprise — If This Happens

Wells Capital’s James Paulsen says a commodities rebound will depend on what the dollar does, and he thinks the dollar has been in “peaking mode” since March.

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Romick Sees Some Value In Big Tech, Russia, and Little Else

Top value fund manager Stephen Romick continues to be wary of the current stock market environment, and has a big chunk of his portfolio in cash.

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Rogers: Wait To Buy Oil

While oil has again been plunging, commodities guru Jim Rogers says he wouldn’t start buying oil – yet.

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Why Fixed-Income Still Merits A Place In Your Portfolio

While it appears that the 30 year bull market in bonds is ending, bond gurus Chris Ryon and Martin Fridson say that bonds and fixed income investments still have a place in investors’ portfolios.

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