Investment Perspectives

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Merk 2013 Dollar And Currency Outlook

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Sidetracked by the discussion over the “fiscal cliff” and possibly a New Year’s hangover, it’s time to face 2013 in earnest...

The Cliff, The Ceiling And Your Investments

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December 31 was a media deadline, not a real deadline for a "fiscal cliff resolution," since Congress could act retroactively.

The Path Of Least Resistance

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In 2013, many different forces will combine to influence the direction of the markets to follow the path of least resistance leading to modest single-digit returns in the U.S. stock and bond markets...

Outlook For 2013

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Equity markets in the US performed very well during 2012, in our view, despite continued uncertainty...

European Diamonds In The Rough

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There has been a tremendous amount of coverage in the global press given to the European debt crisis...

Hidden Treasury Risks?

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While Treasuries are said to have no default risk as the Federal Reserve (Fed) can always print money to pay off the debt, hidden risks might be lurking...

US Federal Spending

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Federal government spending has flattened out around $3.5 trillion at an annual rate since mid-2009. This follows a big jump during the previous two years. Dr...

China Stocks Rebound

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China’s Shanghai-Shenzhen 300 has been among the worst-performing stock markets so far this year. However, it jumped 5.0 percent last week on better economic news out of China.

Less Than One Month To The Fiscal Cliff!

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On the morning of the election, U.S. stocks sported a year‐to‐date return of 15 percent. Seven trading days later that figure had shrunk to 9.7 percent. What’s going on?

The Resurgence Of An Old, Yet Familiar Strategy

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What's a saver and investor to do today in today's near-zero interest rate environment? Eric Metz of RiverNorth says a well-known options strategy may help.

Four American Stocks For The Next Economy

Garvin Jabusch is co-founder and chief investment officer of Green Alpha Advisors, and is co-manager of the Green Alpha Next Economy Index, or Ganex and the Sierra Club Green Alpha Portfolio...

How Can Balanced Investors Mitigate Their Equity Risk?

Over the past three decades, bonds have provided balanced investors with the best of both worlds...

Why We Believe We Are Not in a High Yield Credit Bubble: The Case for High Yield

With yields near all-time lows, and bond issuance near an all-time high, is the U.S...

This Is What Bull Markets Are All About

Investors have the impression that bull markets are the days of wine and roses. 

Owner-Operators - A Demonstration of Valuation Analysis in Response to Perceived Risk

In contradistinction to the typical company, many owner-operator companies-those whose manager is also the primary owner and for whom that capital represents a major or the greater portion of their...

Hedge Funds Turn Bearish On Previous Quarter's Most Overweight Sector

Representing a steep reversal from the previous quarter, established hedge fund managers distance themselves from financial sector investments in the second quarter...

The Bond Market Panic

Given the elevated level of the bond market, "the bond market panic" may sound like a preposterous term, but it is appropriate since there is a manifest absence of yield.

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