Less cash flow from oil companies could pinch loan payments to banks but more gas savings in consumers' wallets will create new business.» Read More
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Oaktree Capital's Marks thinks that the drop in oil prices could finally expose low lending standards.
The surging power of activist investors is bolstered by a growing ally: public pensions and other big institutions.
2015 is shaping up as the year the U.S. consumer will have to shine the light for the rest of the world—or else.