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Ten short weeks ago, financial journalists celebrated a growth stock renaissance in 2012, applauding the super-sized gains for growth funds and downplaying the performance of value-oriented...
Over the last 20-plus years, my opinions have aroused emotional reactions from readers and listeners alike. And the forum -- national talk radio, podcast, newspaper, magazine, digital ink -- has been...
So you thought that the biggest fallout over higher taxes for the wealthy might be the selling of stock assets. Indeed, investors sitting on monster capital gains in Apple (AAPL) have liquidated...
Why is the budget battle as monumental an issue as it is? Over the last 50 years, the U.S. federal government has spent an average of 20% of its economic output (GDP). It has only averaged 18% of GDP...
For the last week, market participants have been adding to their stock risk. The activity seems to fly in the face of how markets tend to react to significant uncertainties like the fiscal cliff.While...
The S&P 500 is down -3.5% since its early September highs. And many fear that a “fiscal cliff” stalemate will send stocks significantly lower in the weeks ahead. However, there are a...
Most of the world’s attention is on “fiscal cliff” negotiations in Washington D.C. And when we’re not hearing about the latest crack in the Republican coalition, financial...
Why do some ETFs succeed and others fail? The question certainly seems harmless enough. What’s more, this was the topic of my presentation at the Global Indexing & ETFs Conference in Phoenix...
Why are investors still buying Treasuries and short-term investment grade bonds? Many have grown accustomed to the exceptional total returns.As I look out across the 2013 landscape, however, I see...
“Fiscal Cliff” headlines have been flickering across the screens of cell phones, notepads and desktops every day. And depending upon the take-home message, investors have been quick on...
In 2001, an economist coined an acronym that typified investing in the initial decade of this century. Indeed, “BRIC” became part and parcel of our vocabulary.BRIC regards four of the...
Holy Home Depot (HD), Target (TGT) and eBay (EBAY)! The volume of e-mail offers from traditional and non-traditional retailers this Black Friday has thoroughly overwhelmed my smart phone. (It’s...
Value-oriented thinkers have labored to persuade investors to invest in Europe for nearly three years. Specifically, they’ve pushed forward the idea that miraculously low price-to-book ratios...
In my recent commentary, “An Assault on Yield-Oriented ETFs,” I discussed the reasons why the markets had been punishing income producers as much as capital appreciators. Briefly, tax rate...
Are we tiring of the fiscal cliff story? Is it becoming cliche to state the obvious… that uncertainty over the resolution of expiring tax breaks and potential spending cuts is adversely...