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US REITs Retain Their Lead As Commodities Trend Lower ETF Performance Review: Major Asset Classes

US Real estate investment trusts (REITs) are still firmly in the lead among the major asset classes for the trailing one-year period. The …

5 Graphs To Watch In 2015: Second Update

At the end of last year, I highlighted 5 graphs to watch in 2015. Now that we have all of the February reports, …

Expect More Uncertainty Related To Fed

Fed Speaker Leaves Many Doors Open In a speech Monday to the Economic Club of New York, Federal Reserve Vice Chairman Stanley Fisher …

US Manufacturing Activity Perks Up In March

The case for expecting trouble for the US economy looks a bit weaker in light of today’s update on manufacturing activity in March. …

Corporate Profit Margins And Investor Consequences

Yesterday, I discussed the valuation report issued by the Office of Financial Research which contained several important statements about the risk to investors …

A “Sheer Misery” Market Defined

I was recently named Chief Investment Officer at Sowell Management Services, a registered investment advisor that is responsible for about $500 million of …

First, Do No Harm

It’s only natural that investors have a preference for focusing on the positive. Everyone wants to earn higher returns and excel in all …

OFR: Assessing The Risk Of Overvalued Markets

In this past weekend's missive (subscribe for free e-delivery), I discussed that with asset valuations high by historical standards the markets are currently …

Sector Detector: Bulls Retake the Wheel, With a Little Help From Their Friends at the Fed

Well, it didn’t take long for the bulls to jump on their buying opportunity, with a little help from the bulls’ friend in …

These Billionaires are Dumping US Stocks … Should You?

“Oh”, or Aiming for a Career on Wall Street Fátima, our new 10-year-old English-language student, is a stranger to modern economics… as well …

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