Markets Have Bout of Vertigo Before Breaking 16,000.
Markets last week suffered a little bout of vertigo before pushing through 16000 on the Dow and 1800 on the S&P500. It was a little hesitant, as no investor wanted to be the last to buy if [...]
Why the best bets may be abroad.
As the stock market makes one new high after another, investors rightly ask themselves what opportunity remains and where are the best bets. The best bets are often not what is popular today, but [...]
Money is flowing, but where? We have our ideas.
Last week we wrote that fundamentals were good for the stock market. At the end of the week, the surprisingly strong employment report confirmed that conditions might even be getting better. [...]
Stop worrying for the sake of worrying.
Investors are a skittish breed. If investors don’t have much to worry about, they invent something. Things are actually going swimmingly. The economy is growing, but not fast enough to [...]