Top Advisors Corner November 28, 2016 at 11:05 AM
The two big stories since the Nov. 8 presidential election have been a surge higher for the US dollar, and a big outperformance by small cap stocks. The two can be seen in this week’s chart, although understanding what is happening takes a little bit of explanation... Read More
Top Advisors Corner November 24, 2016 at 05:00 PM
Struggling retailers are scrambling to find new ways to get their discounted merchandise in front of consumers. With the holiday season accounting for 20-40% of annual sales, the need to get it right is critical... Read More
Top Advisors Corner November 23, 2016 at 03:00 PM
Harvesting gains - on a short-term basis approaches, but isn't quite at that point yet; as I've indicated higher prices every day with pullbacks in context of the uptrend consistently projected (since the Election) to hit S&P 2200 or higher, before Thanksgiving... Read More
Top Advisors Corner November 18, 2016 at 10:35 AM
Investors worldwide have suddenly caught a whiff of inflation, and have overreacted in response. That overreaction can be seen quite well in the big spike higher in copper prices, a rally which is now starting to be dismantled... Read More
Top Advisors Corner November 16, 2016 at 02:18 PM
The biggest winners over the last week have offered abundant yields as well as high returns. It’s been an exciting time to be in the markets over the last week or so... Read More
Top Advisors Corner November 11, 2016 at 02:20 PM
Investors get fearful ahead of a big election, because the outcome is unknown. Unknown risks are what investors fear most. Now that the result is decided, we have known risks to deal with... Read More
Top Advisors Corner November 11, 2016 at 02:16 PM
Financial transmission - is creating velocity all over the place now... Read More
Top Advisors Corner November 04, 2016 at 10:15 AM
Since the 2000 election, I have been tracking how the presidential election poll numbers follow in the footsteps of the stock market, with the key insight that we can gauge how the popular vote is likely to turn out based on how the stock market was moving the week before the ele... Read More
Top Advisors Corner November 03, 2016 at 11:00 AM
Healthcare Cost Dilemma The most recent numbers show healthcare costs have climbed to 17.5% of our GDP, better than one dollar of every six. By the way, Happy Halloween—the snapshot at center is quite frightening... Read More
Top Advisors Corner November 03, 2016 at 10:55 AM
Defensive stances across the Board - remain appropriate for investor portfolio structures, as tough as that is for the impatient eager to get into the game anew and given year-end strategies often contemplated about this time of year... Read More
