Money management is always full of second guessing, and I am no exception. Strategies The high performers powering the Concentrated GARP model
Danger always lies where there is a crowd. Today the crowd thinks safety is safe. Strategies When it comes to investing, survival is job one
Market expectations are low, fear is high, and valuations are attractive, setting the stage for positive surprises, says manager Bill Peattie. Strategies Positive surprises could trigger another leg higher for stocks
Price-to-earnings ratios look historically cheap, but that measure may also be deceptive based on the history of the 10-year PE. Outlook The market’s low PE may be deceptive
Market breadth finally looks healthy -- very healthy, in fact -- and is finally confirming the strength of the rally. Outlook Why the quality of the stock rally has improved
The wealth effect from higher asset prices such as stocks has become a primary monetary policy tool. Strategies The Fed and ECB’s biggest weapon is the stock market
The market is heading up and we are currently looking at stocks to add to the portfolio. Strategies Market is trending up and we’re looking to buy
Valuation factors are modestly negative even though interest rates are quite low and the Federal Reserve has pledged to keep them there for some time. Strategies Will the Fed’s QE3 move trump the coming earnings slowdown?