The macroeconomic risks remain quite large today, perhaps the scariest in my 26 years of investing. Strategies Geopolitical risks hanging over the markets
Another round of quantitative easing by the U.S. Federal Reserve isn’t changing my market outlook. Strategies Staying long with conviction
Even lower yields on U.S. Treasuries are possible, and they could help drive up the prices of dividend-paying stocks as an investment alternative. Outlook Even lower bond yields may be on the way
The Russell 2000 may give us cue as to whether the S&P 500 and other major U.S. indexes will reach all-time highs in the coming months. Outlook The Russell 2000 could give us a very important market …
Stocks are near 5-year highs even as bonds are favored. How might stocks do if investor risk appetites increased? Outlook Stocks have rallied this year in an environment of pessimism
Investing is not a game of picking the winner of a beauty contest; it’s about choosing the winner the judges will select. Outlook Don’t try to pick the pretty stock