The market leaders are collapsing. Market tops usually feature something called rotation. This occurs when investors move out of former top performing companies or market leaders, into safer investments. Because…
Good Morning Investors The big story developing in the US markets regards the sudden crackdown by regulators, most notably the SEC and Justice Department, on High Frequency Trading or HFT.…
The global Central Banks are relying increasing on verbal intervention. The reasoning here is very simple: actual monetary policy is proving to have marginal effects. In the US, every new…
As noted previous articles… the global central banks have begun to realize that the success of their reflationary efforts has resulted in yet another speculative bubble in asset classes, specifically…
Warren Buffett once noted, Gold doesn’t do anything “but look at you.” It doesn’t pay a dividend or produce cash flow. However, the fact of the matter is that Gold…
As we noted earlier this week, the Fed is growing increasingly concerned of a bubble forming in the financial markets. Previously we noted that Janet Yellen was concerned about another…
Many commentators witnessed the first Q&A session with Janet Yellen as a disaster. We don’t see it that way at all. Yellen is widely believed to be a super dove…
A growing concern for the global economy is inflation. We’ve recently detailed this issue for the US economy earlier this week. Global Central Banks, concerned with a potential deflationary collapse,…
The US today is facing a serious issue of stagflation. Stagflation is an economic term for a weak economy with higher than usual inflation. This is what crippled the 1970s.…
Yesterday, we warned that the Fed was playing a dangerous game with inflation. Today, we want to take note that the Fed is in fact just one of the Central…
The Fed is Playing a Dangerous Game With Inflation In the last few months, something major has begun. That something is inflation. Regardless of what the CPI inflation measure tells…
We find it truly extraordinary that anyone is surprised the financial system is under duress again. After all, what have the Central Banks accomplished in the last five years? 1) …
One of the biggest issues facing investors today is finding reliable income. Unbeknownst to most folks, most of stocks’ returns come from dividends, NOT capital gains. Indeed, according to a…
One of the biggest mistakes investors make when it comes to dividend investing is assuming that BIG dividends= GREAT dividends. Dividends are paid based on cash flow. A company can…
One of Warren Buffett’s greatest investment ideas concerned “economic moats.” What he meant by this was to invest in companies with significant competitive advantage that stops competitors from breaking into…
… is making sure you get paid. When you buy shares in a company, you want to make money. However, there is no guarantee that the shares will rise in…
Over the last five years, the US Federal Reserve has substantially changed the investing landscape of the capital markets in the last 12 months. In particular we need to assess…
No doubt you have read the statistics over the years that perhaps only 30% of investment managers beat the market. Even that statistic is misleading because of all the fees…
Last year was a blockbuster year for stocks, with the S&P 500 rising nearly 30%. This was the single best year for stocks since 1997. We are literally back to…
Today is the first day for market trading in 2014. In the very short-term, financial institutions will be repositioning their portfolios to start the year. This will likely mean more…
