I'm Mostly Neutral Toward the Markets, But I've Got to Tell You, I Like Munis!

Municipal bonds are cheap by almost any measure and they are an asset class that seems oversold at this point.

Is the Economy Throwing Us a Curveball?

Amid chatter of inflation and recession, something strange is happening with the yield curve. Let's see what it could be telling us and what other signs (hint: housing) to watch.

It's the Season for Tuning Up Your Income Portfolio

Here are ideas for where to put your money with a bunch of ETFs that offer options along the risk spectrum.

Prep for Another Round of Equity Weakness

Here's why I suggest steering your portfolio to value, to dividends, to low-multiple and easily understood companies.

I'm Hot on the Economy, Not on Treasury Rates

The economy right now appears stronger than it was 2018, and therefore should soon push yields higher than what persisted back then. Here's my case.

I'm Giving Credit Some ... Credit

Here's why as the 'ARKK' has trouble keeping afloat, I've got my eyes on these bond ETFs and other funds.

How Long Can Rates Stay This Low?

That's a question I get asked a lot. So, let's dig in.

Looking for an Oasis or Two in a Yield Desert

Dividend stocks are swell, but for those willing to take on risk there are other options.

Market Consolidates as It Ponders How 4 Themes Will Play Out

The themes involve inflation, fiscal stimulus, cryptocurrency and whether we're at peak growth.

Bonds, Bitcoin and 'Bubblish' Stocks: Where I Stand on the 3 'B's

The belief that a lot of companies will adopt bitcoin on their balance sheets is heavily overstated.