John Kimelman, Barron's

John Kimelman


New York, NY, United States

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Past articles by John:

CFRA: 2018 Should Be Good for Gold, a Highly Misunderstood Asset

If the Fed keeps inflation in check and the dollar falls in value, the yellow metal should climb. → Read More

Gold Miner Earnings: Goldcorp & Barrick Gain as Results Shine

Shares of Goldcorp and Barrick are trading higher after releasing earnings this evening. → Read More

Can Gold-Mining Stocks Shock Investors and Surpass the Metal Itself?

A more dramatic move in the price of gold is necessary for miners to start outperforming the metal. → Read More

3 Biotechs That Could Benefit From an M&A Frenzy

Two veteran Janus Henderson health-care managers talk about innovation and takeover potential in a dynamic sector. → Read More

Are Stock Bears Overstating Inflation? Ask a Janus Henderson Pro

Janus' Ashwin Alankar thinks that inflation isn't the problem for stocks that some think it is. → Read More

Apple’s Plans Expose Big Misunderstandings About Corporate Repatriation

Strategas Partners analyst Dan Clifton helps clear up some confusion that even members of the financial press have about tax law. → Read More

Could a Government Shutdown End the Melt-Up?

At least one market strategist thinks it could send stocks down by 3% to 5%. → Read More

Investors Can’t Ignore Rising Wealth Inequality

Deutsche Bank’s chief international economist says that the widening gap between rich and poor presents a “macro risk” for markets. → Read More

BlackRock: U.S. Trade Policy Is ‘Geopolitical Risk’ to Watch in 2018

Let's get the good news out of the way: BlackRock, the world's largest asset manager, believes that "sustained economic expansion" lies ahead globally and "we do not expect geopolitics to disrupt this trend." But according to Richard Turnill, BlackRock Global Chief Investment Strategist, there is one geopolitical concern that could upset the applecart. North Korea? Nope. The Mideast? Not that… → Read More

Wait, Income Inequality Matters for the Market?!?!

A recent Deutsche Bank note looks at the extent of income inequality in the U.S. and argues that it could become an important theme for investors. → Read More

Stocks Gets Mid-Day Relief As Senate Has Votes to Pass Tax Reform

Senate leader Mitch McConnell says he has the 50 Senate votes needed to pass a historical measure to dramatically reduce corporate taxes. → Read More

If They Build It, These Stocks Should Rally

Infrastructure stocks: Push for bridges and roads survives despite Washington tumult → Read More

Key Issues at Stake as Tax Reform Moves Into Later Innings

The Senate is expected to vote on its version of tax reform late next week and the vote should be close. → Read More

Strategas’ Thanksgiving Takeaways on Stock Market

In its daily notes to its institutional-investor clients, Strategas Research Partners often takes a technical view of the markets. That's why its reports are often long on charts and short on words. In that vein, a Wednesday's note used the charts to make a five key points about interest rates and stock values going forward. We'll spare you the charts. Here are the points. 1) FLATTENING YIELD… → Read More

BlackRock’s Factor Guru Favors Momentum Stocks

Andrew Ang is bullish on the FAANGs and other momentum stocks but bearish on small-caps. → Read More

Senate and House Diverge on Tax Reform

The Senate is proposing that top-earning individuals get a slight tax cut but also seeks to end all state and local deductions. → Read More

What are Investment Implications of Tuesday’s Democratic Victories?

Will victories by Democratic gubernatorial candidates in two states really alter the fate of tax reform, an issue near and dear to stock investors? There's little doubt of that. Even Senate Finance Committee Chairman Orrin G. Hatch (R-Utah), whose panel will introduce the Senate's version of tax reform later this week, conceded that the election losses for the GOP Tuesday could shape the tax… → Read More

How the U.S. Senate Might Alter Tax Reform

Strategas' Dan Clifton says that the Senate could end passing legislation that contains more revenue and phased-in tax cuts than its House counterpart. → Read More

What Investors Need to Know About the Tax Bill

The bulk of the cuts come from reducing the corporate tax rate. But well-off investors may not be pleased by losing some deductions. → Read More

What We Know About House’s Delayed Tax-Reform Proposal

Though the House has put off the release of a tax-reform bill, expect the measure to keep the current rate rate for top earners and a deduction for property taxes. → Read More