Unpacking Jobs Numbers, Fed Intentions, Coronavirus
Those employment numbers don't look so rosy after all -- and here's why Europe will feel the virus' effect before we do, and what's up with the Fed.
Stay Far Away From These Investments
Focus on the big picture and you'll see there has never been a less favorable time to own fixed income.
Now Playing at a Market Near You: 'Realization Day'
Talking heads finally see what's going on under the hood; the indicators barely budge; and the utilities are now knocking on the door of my target.
This Won't Be the Fed That Slays the Bull Market
Clinging to outmoded ideas of what is 'normal' and even what is 'low' will prevent you from seeing just how hands-off this Fed really is.
Expect Bumps After New Year Kicks Off
In this second part of a series on preparing for 2020, I look at what to expect ahead, especially as January starts off strong, but could end with trouble.
Let's Prep Your Portfolio for 2020
From bonds to energy to emerging markets, an examination of what might be hot and what might not.
Don't Trash Junk Bonds: There's a Logic Behind Winning Their High Yields
Investing in these bonds requires a counter-intuitive approach, and reframing how you look at risk.
A December to Remember: A Look at Fed Action from Last Year
Let's look back to a year ago this month, when most investors saw volatility and a lack of liquidity; and then turn to now, as the tariff deadline looms and the VIX vs. VIX futures gap widens.
There's a 'Weak' Link in Low Volatility Funds
I am increasingly concerned about the amount of money flowing into these funds, largely because these flows represent 'weak hands.'
My Worth Is My Bond
The bond market has no single-source indicator like the S&P 500, but looking at a variety of indexes, 2019 has been a terrific year.