These last few days notwithstanding, markets have really been on an incredible tear. So what are real investors thinking? Nomura’s interest rate strategist George Goncalves has a great weekend note out in which he relays some observations...

FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors. Financial Advisors That Helped Make ETFs Mainstream Are Finally Feeling Vindicated (The Wall Street Journal) Financial advisors who...

Morgan Stanley analyst Gerard Minack is always an intriguing read: In his latest note he talks about output gaps and fiscal policy, and argues that fiscal policy has been particularly robust during this slump, in part because...

The trucking industry may be the best economic indicator out there. Earlier today, we learned that the American Trucking Association believes Q1 is likely to be a bit weak as new taxes bite.  But we just got...

Goldman Sachs may have been significantly off the mark on its call for a bumper rally in Chinese equities in 2012, but this year, the U.S. investment bank is confident that its upbeat outlook for the market...

Interesting banking news development over the weekend… The Basel Committee (which sets global requirements for liquidity and capital ratios for banks) has announced an unexpected easing of rules. FT’s Brooke Masters has the story, which involves looser...

In money management long term success lies not in garnering short term returns but avoiding the pitfalls that lead to large losses of invested capital.  While it is not popular in the media to point out the...

JPMorgan’s Chief US Equity Strategist Tom Lee is known on Wall Street for his typically bullish outlook on the stock market. Lately, however, his views on where the S&P 500 is headed from here haven’t been as...

Interesting… B Riley Caris analyst Linda Bolton Weiser, who is an Herbalife distributor and also covers the company for her firm, dropped coverage on Monday of the multi-level marketing company that sells weight loss and nutritional supplements....

One of the most bullish economic stories in the world has been the recent recovery of the U.S. housing market. Maury Harris, UBS’s Chief U.S. Economist, is particularly optimistic considering the snapback of housing formation, which is...