On January 25th of 2020, the Chinese Zodiac Calendar flips to the year of the Rat, specifically Year of the Metal (Gold) Rat. I’m not...

The first sentence of our 2019 Mid-Year Outlook read “Congratulations, you just made it through another bear market! We think the...

If your 401(k) feels flat there's a reason. A quick glance at the chart below shows that the Dow Jones Industrial Average is below its...

Congratulations, you just made it through another bear market! We think the cyclical bear is heading back to his cave and that the...

This post is a synopsis of our 'fearless outlook' for the US Equity Markets in 2019.

I’ve been at the business of investing money for clients and myself for 27 years - almost to the day. I didn’t know it then but after my...

After sliding about 13% during calendar year 2017, the US Dollar seems to have broken its downtrend and it appears to want to move higher....

Value Line (Geometric) Average. The Value Line Geometric Composite Index is the original index released, and launched on June 30, 1961....

“The game of speculation is the most uniformly fascinating game in the world. But it is not a game for the stupid, the mentally lazy,...

In February of 2018 the Chinese Zodiac Calendar flips to the Year of the Dog, specifically the Year of the Brown Earth Dog. According to...

According to Bespoke Institutional, stocks broke a 58 day streak of trading without a market move of over plus or minus 1% on August 10th....

For the last week or so the conflict of words between North Korea and the United States seems to have changed from a rapid boil to a slow...

Even after the recent political news, stocks appear to be very close to all-time highs and trading in an established long term channel....

Was it Really a 'Trump' Rally?' The 1st quarter of 2017 started out optimistically on the part of investors as the surprise “Trump ...

With the strong bull run in stock prices since November, we have been reading more from the perma-bear community about how overvalued the...

​Chart 1 Anybody who has been in the investment business long enough knows the futility of forecasting financial events – especially when...

In today’s low return environment, investors are scrambling to find higher yielding investments in order to fund future or a current...

It seems that every election year the pundits bloviate on why this cycle is different than any other election year in history. It...

Whether your game is growth or value, momentum, low volatility or indexing, strategies with strong academic underpinnings generally work...

Some years back I used to enjoy reading a research report that was published periodically by Credit Suisse called “Better than Bonds”. ...