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A Shift From Stocks to Bonds Is a Classic Example of a Risk-Off Trade

So, if there's no inflation anywhere, why have gold prices rallied 11% in six months?

Once Again, Numbers Do Matter

I won't lose money for my clients by buying stocks in companies that are facing lower margins.

Does the Fed Know Something We Don't?

The Fed is bending over backward to be dovish.

Once the Fed Starts Cutting, They Are Not Going to Stop

There is strong precedent for aggressive rate cuts once the Fed gets started.

It's Important That Average Investors Understand Beta and What It Measures

Financial advisors are usually referring to buying stocks and ETFs that have relatively high covariances in performance with the S&P 500.

Real Money Video Wrap: Citi Surges as View of Stability Saves Sentiment

Citi overcame a mixed print to send its stock surging on Monday.

Chart of the Day: Citi's Stabilization Comments Buoy Banking Sector Sentiment

If one is betting on a sustained surge from Citi, bigger banks could be bullish bets.

4 Important Things From the Fed Minutes Investors Should Know

If the Fed pauses in March, that decision came after the December meeting.

2019 Will Be a Good Year for Income Investors

For the first time in years we don't have to sacrifice quality to maintain income.

My Take on the Jobs Report and Trades I Like

A huge beat on the headline job gains plus a clear acceleration of wage growth puts the Fed in a very tough spot.