Commentary

Why “The Market” Is Not What You Think It Is

The Market Is Not What You Think

With the current market environment looking more and more like that of the late 1990s, I decided to revisit that time in chart form and see what potential pitfalls exist for investors that can be avoided this time around.  I think you will agree that the pictures below are both informative and frightening, the latter being the case if you do not ... [read more]

Still Trending…

Still Trending

Still Trending… The first week of earnings did little to change the overall market’s trend. In fact, it may have provided reasons to reinforce it. While the week's reports were mostly beats at the top and bottom lines (just like three months ago), the reception to some of the more cyclical company earnings reports (Banks and Industrials) were ... [read more]

Summer Break

Summer Break

Summer Break… If you are not already on break, then you are thinking about busting out soon to take some days off before the Q2 earnings season hits in three weeks. This is the last week of June and the second quarter so expect some window dressing into the July 4th holiday weekend. It is pretty easy to see which sectors PMs do not want to show ... [read more]

4 Ways to Discover an Elephant Bull Market

4 Ways to Discover an Elephant Bull Market

Four rules for investing in bull markets and avoiding investment manias.

It's Tango Time

It’s Tango Time…

As the VIX flirts with single digits, the S&P 500 has been flopping around like a live fish on deck. But for U.S. investors in foreign equities, the music continues to play.

Repositioning

Repositioning…

While the world’s superpowers reposition their military strength toward the borders of North Korea, the financial markets look to be following closely in their wake and reordering their asset weighting toward one of less risk.

3 Tips for a Successful Distressed Energy Investment

3 Tips for a Successful Distressed Energy Investment

Being a contrarian means you drink upstream from the proverbial herd. But buying what is out of favor, hammered down in price … is emotionally tough to do.

March Madness

March Madness

Politics or Basketball? Either way, how is your March Madness bracket looking? The financial markets are watching their post-election bets ever so closely.

How Geopolitical Forces Influence Markets

How Geopolitical Forces Influence Markets

In our post-Cold War world, geopolitical developments have become larger and more frequent—and because these developments affect market and currency prices, investors need to navigate them.