Morningstar director of economic analysis Bob Johnson will be keeping a close eye on these potential headwinds in the year ahead.
The GMO chief strategist highlights the factors behind the market's bullish bias, abnormally high corporate earnings, current valuation levels, a slowdown in productivity, and the great paradigm shift in natural resources.
Even after working through the impact of impending regulations, valuations for the for-profit educators are far higher than where they are trading today, says RS Investments manager Joe Wolf.
Washington Post's bonds could get a boost once some of the murkiness hanging over for-profit education and its Kaplan unit is cleared up.
Janus said fourth-quarter profit declined 13% as clients pulled out money for the 14th consecutive quarter.
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