“The cult of inflation may only have just begun.”  That was a bold and eye-opening sentiment legendary bond fund manager Bill Gross expressed in the summer of 2012. What on Earth is he talking about? After all,… Read More

In the 1930s, the U.S. government sought to boost a flagging economy by maintaining very low interest rates. Throughout the decade, consumers benefited by obtaining low-rate mortgages — though their savings accounts garnered insultingly low levels of interest as well. Sound familiar? Well,… Read More

Yngve Slyngstad and Peter Ballon aren’t well-known names in the U.S. investment community, but their decisions are having a multi-billion dollar effect on a key asset class. These men head up organizations that manage Sovereign Wealth … Read More

So far in 2013, we’ve seen the market basically tread water. After the huge fiscal cliff deal inspired buying in the first trading day of the year, the markets have drifted lower, and we are right about where we were when we started the… Read More

The stock market consolidated its gains last week while waiting for news. Earnings announcements this week could push prices out of their two-week trading range. Traders… Read More

Roughly 18 months ago, I spelled out the relationship between economic growth and the stock market.  My key takeaway still stands: “The difference between 2% and 3% (economic growth) may not seem like… Read More

Imagine getting the chance to look over the shoulder of the world’s greatest investors as they go about their work, to get a glimpse of what Warren Buffett, George Soros or David Einhorn just bought or sold. You may be surprised to learn… Read More

The CBOE Volatility Index (VIX) is a widely followed sentiment indicator. When VIX is high, it indicates that traders are worried about… Read More

Here’s a situation every investor faces sooner or later… Imagine you are sitting on solid profits from a stock you foresee climbing higher. But then a little bad news hits the newswire, sending the stock lower.#-ad_banner-# The news becomes modestly worse… Read More

Bond yields are at record lows, which has caused many income-seeking investors to turn to high-yield stocks, while others have supplemented dividend payments with income from… Read More