Clik here to view.
The Tale Of The Two Bond Kings
(This article originally appeared in Citywire.) Back in September, I examined the records of the managers that Morningstar nominated as candidates for ‘domestic equity Manager of the Decade’ in 2009....
View ArticleClik here to view.
Yes, Virginia…
In 1897, Virginia O’Hanlon asked her father if Santa Claus was real. He said she should ask The Sun, a prominent New York City newspaper of the day. Back then there was no fake news apparently, so if...
View ArticleClik here to view.
Did The Market Miss Powell’s Real Message?
Last week, I discussed the recent message from Fed Chairman Jerome Powell which sent the markets surging higher. “During his speech, Powell took to a different tone than seen previously and...
View ArticleClik here to view.
Weekend Reading: Which Yield Curve Really Matters?
So, have you heard the one about the “flattening yield curve?” It almost sounds like the start of a bad joke because there have been so many discussions during this past year on it. However, it has...
View ArticleClik here to view.
Stuck In The Middle (Range) With You 12-07-18
Stuck In The Middle (Range) With You Daily, Weekly, Monthly View Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Stuck In The...
View ArticleClik here to view.
REITs: Slightly Better Than Broad U.S. Market, But Still Not Cheap
When I wrote an article on REITs for the Wall Street Journal in early 2017, I used a research report from Research Affiliates in Newport Beach, CA to argue that the asset class was overpriced and...
View ArticleClik here to view.
Why Another 50% Correction Is Possible
All of sudden….volatility. Well, that is what it seems like anyway after several years of a steady grind higher in the markets. However, despite the pickup in volatility, the breaks of previous bullish...
View ArticleClik here to view.
Kass: Top 10 Reasons Why We May Be Entering A Bear Market
“It’s okay to be wrong; it’s unforgivable to stay wrong.” – Marty Zweig, (October 16, 1987 Wall Street Week – at six minute and 40 second mark!) As observed on Wall Street Week 31 years ago by Lou...
View ArticleClik here to view.
Technically Speaking: “Will Santa Visit Broad & Wall?”
In this past weekend’s missive, “Stuck In The Middle (Range) With You,” I discussed the view from John Murphy via Stockcharts.com that the S&P 500 may have more downside to come. To wit: The daily...
View ArticleClik here to view.
What Caused Chairman Powell To Flinch
Clues from the Fed II, an RIA Pro article from November 28, 2018, provided important insight into one of Jerome Powell’s most important speeches as the Federal Reserve Chairman. We share the article to...
View ArticleClik here to view.
The Bond Rally Was No Surprise
Nathan Vardi recently penned an article for Forbes entitled “Surprise! The Late-Year Bond Rally.” “In August, Jamie Dimon, CEO of JPMorgan Chase & Co. and the nation’s most prominent banker,...
View ArticleClik here to view.
Weekend Reading: Did The Grinch Steal The Christmas Rally?
On Tuesday, we put on a small S&P 500 trading position for an oversold bounce. At first, it didn’t work and we were almost stopped out, but a late day rally kept us in the position. Wednesday was a...
View ArticleClik here to view.
Is The Market On The Naughty List? 12-14-18
Is The Market On The “Naughty” List Lack Of Experience Daily, Weekly, Monthly View Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha...
View ArticleClik here to view.
Weekend Reading: The Powell Put
All it took was two 10% stock market corrections in a single year and some heavy “browbeating” from President Trump to reverse Jerome Powell’s hawkish stance on hiking interest rates. On Wednesday,...
View ArticleClik here to view.
Did The “Powell Put” Change Anything? 11-30-18
Did The “Powell Put” Change Anything? Daily, Weekly, Monthly View Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Did The “Powell...
View ArticleWhat Your Advisor Believes (And Why You Should Question It)
Chances are your financial advisor believes in two related intellectual theories that you should question them about. In a recent article, the excellent columnist Brett Arends wrote about the two...
View ArticleClik here to view.
Technically Speaking: Has “BTFD” Become “STFR”
Kevin Wilson recently penned a piece for Seeking Alpha that made a great point about where the markets are currently. To wit: “Famous market observer Art Cashin mentioned a metaphor in October 2017...
View ArticleClik here to view.
The Myth Of Diversification & The Risk Of “Psychological Leverage”
Every once in a while it can be helpful to take a step back from frenetic daily routines, to revisit assumptions and beliefs, and to just experience things afresh. Watch a good movie that you haven’t...
View ArticleClik here to view.
What You Need To Know About Bear Markets
The bullish pundits of the Twittersphere; the pros who never met a stock market they didn’t like, grow increasingly quiet at these times; or masterfully through the art of words, combined with short...
View ArticleClik here to view.
Greetings From Stiltsville : Deficit Spending is not a Free Lunch
A special thank you to Peter Cook, CFA for co-authoring this article with us. Imagine an island called Stiltsville, where a person’s value is based solely on their height. In order to increase their...
View Article
