Trumpian winners
Here’s how major sectors will fare in Trump World
CAT
Smart investing ideas for the mighty dollar
Investing ideas to fortify your portfolio for the strong dollar era.
How to play dollar, gold and oil trends
One way to play dollar strength: Short big US exporters.
Mid-course adjustments for the Rockledge L2 Portfolio
Here’s how we shook things up in the portfolio.
Time to play defense in this stock market
Stock investors face a pretty tough environment in 2014
U.S. energy boom should lift our economy – and these stocks
The U.S. is now producing more oil than it imports.
China slowdown trumps Fed tapering as investor threat
A new regime is cutting off credit to China’s major state-owned banks.
Three housing stocks we like now: Toll Brothers, DR Horton and Home Depot
Sales of previously owned homes reached the highest level in more than three years.
Is the U.S. manufacturing revival built to last?
Despite hopes for a U.S. industrial revival, challenges remain.
Our two heavy metal picks: Cat and Deere
We believe heavy equipment manufacturers will be good investments over the next few years.
Four industrial stocks we like: Cat, Deere, Toll Brothers and DR Horton
With the US and China growing, industrial stocks look alluring.
Four energy plays we like: EOG, Whiting, Oasis and Continental
America’s revitalized energy sector is reshaping the U.S. economy.