Divorce ain’t easy. I haven’t had one, but I have witnessed my fair share of friends go through the experience. Now I get to see my country go through a figurative divorce as the UK prepares to file its papers and end its 43-year marriage with European integration. Read the entire article on Forbes.
(YAHOO FINANCE) Is There Any Place To Hide From Market Turmoil
It’s only a matter of days before August month-end brokerage statements will arrive in the mailboxes of millions of investors across the country. It’s fair to assume that most people are not looking forward that moment, assuming they have picked up a newspaper at all in the last month. The question many people will be …
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(YAHOO FINANCE) Trading Volatility ETFs: Respect the Roll
The recent explosion in equity market volatility has left investors and traders stunned by the magnitude of the gyrations in virtually all segments of the market. One of the most violent movers has been the VIX Index and the corresponding ETFs that attempt to track its direction. Click to read the entire article that appeared …
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(YAHOO FINANCE) Factoring the Differences Between Quality and Value
When it comes to investing, most of us are familiar with the various “style boxes” popularized by Morningstar: Small, Medium and Large capitalizations paired up with Value, Blend and Growth equity attributes. There is a multitude of investment vehicles and options to provide investors exposure to any of the various different combinations. Click here to …
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(YAHOO FINANCE) Can Anything Go Right For Energy MLPs?
It is no secret that the energy sector has been under tremendous pressure over the last several months. It’s hard to imagine that the fundamentals could get much worse: * The domestic supply overhang of crude oil has brought prices back down to their March lows. Crude oil futures are down nearly 30% over the …
(YAHOO FINANCE) High Yield Spreads: Rich or Cheap?
Carl Icahn recently made some comments at the CNBC Delivering Alpha conference about the High Yield market: “More importantly, they are overpriced, because if you go down and look at the index — and now I could get into some arcane stuff, but what a lot of these guys do, including BlackRock and the others, …
(YAHOO FINANCE) Waiting For Money Market Funds To Pay Interest? Think Again
If recent statements by Janet Yellen are any indication, it appears that the Fed is finally going to start raising interest rates in the next few months. That news is music to the ears of many investors who have had their assets parked in money market mutual funds generating a hefty 1 bp of return …
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(YAHOO FINANCE) US Equity Market: Evaluation of Valuation
The US Equity market is at historically extreme valuations and a 40% correction is about to occur… No. Wait. I meant to say that the US Equity market is fairly valued and should continue to deliver returns that are consistent with long-term averages… Actually, no, the US Equity market is still relatively cheap and should …
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(YAHOO FINANCE) Silencing the Roar of the Bond Bear
The bond market bears are roaring again. The pundits are out in full force, announcing that the fixed income market has finally reversed direction and yields are going to start their inevitable march higher on a path to “normalization.” These predictions are often accompanied by advice to sell your bond portfolio before it melts down …
(YAHOO FINANCE) Crude Awakening: Why a Long Oil Position Could Ruin Your Portfolio
Many investors are looking for a way to express a long position in crude oil to coincide with the view that the current supply glut will be worked off over the remainder of the year. The best way to express this view is to buy USO, the $3 billion ETF which trades an average of …
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