• Who Does Better for Stocks, Democrats or Republicans?

    At the recent Las Vegas MoneyShow, I gave a talk on “Money & Politics: A Washington Insider Reveals the Surprising Secrets of Capitol Hill.” I had people standing in the room to hear my presentation with all the seats filled. If you missed it, | Read More »

  • What a Difference an IPO’s Business Can Make!

    Some IPOs can be fantastic performers, while every now and again we get one that flops out of the gate.

  • Four S&P 500-Beating Income Investments in 2015

    It has been a tough time to be an income investor over the past half decade. Start with the Fed’s zero interest rate policy (ZIRP). While helping pump up asset prices, the policy has punished savers and retirees who depend | Read More »

  • Income Generation from Market Volatility

    While the market may be turning a blind eye to potential downside risk, it isn’t doing so without wide daily and weekly swings in the indexes, most of which are contained before the market pushes higher.

  • Boxing in Potential Bond Profits

    LQD gives exposure to a range of domestic investment-grade corporate bonds, primarily to large and well-known companies.

  • The ‘New Normal’ Won’t Last

    We shouldn’t fool ourselves into thinking that somehow the recent market highs represent a “new normal” of sorts for the markets.

  • Los Angeles Vote to Help… and to Hurt Workers

    The Los Angeles City Council demonstrated its ignorance of Economics 101 when the panel voted this week 12-1 to raise the minimum wage to $15 an hour by 2020 for millions of workers in the country’s second-largest city. United Farm | Read More »

  • Notes from Last Week’s Vegas MoneyShow

    As many of you may know, last week was the Las Vegas MoneyShow. I had a number of fascinating conversations during the conference, where I made several presentations, hosted a few panel discussions and capped it all off by appearing on | Read More »

  • Investing in the French ‘Socialist Paradise’

    As I write this, I am on the Eurostar train whizzing back from Lyon, France’s “second city,” to London. I’ve just spent a few days touring Bourgogne (Burgundy) — arguably the center of the most exclusive wine region in the | Read More »

  • Looking for Any Reason to Break Out

    By Bryan Perry Last Thursday, the S&P 500 established a new all-time closing high of 2,121 as a result of yet another soft piece of data, this time the Producer Price Index for April, which came in at -0.4% versus | Read More »

  • You Can Bank on This Financials Fund

    Companies in the financial sector include banks, real estate firms, investment fund providers, insurance companies and more.

  • MoneyShow Musings from the Front Lines

    The most dominant theme/takeaway for me this year is the apparent lack of investor exposure to international equities.

  • Buffett on Achieving the American Dream

    “We have an incredible economic system that unleashes the American spirit. We have a wonderful future ahead of us.” — Warren Buffett This is part 2 of my report on Warren Buffett’s 50th anniversary shareholder meeting, known as the “Woodstock of Capitalism.” | Read More »

  • Verizon-AOL Merger Fits My Always On, Always Connected PowerTrend

    This week is shaping up to be a busy one for investors. Amid the continued earnings reports and economic data that sit on our investing plate, we now have a potential musical chairs game of mergers and acquisitions (M&A) activity | Read More »

  • A Golden ‘Catch-Up’ Opportunity

    This week, I want to share with you the insights of a seasoned global investor and friend, Carl T. Delfeld of Blackthread. Carl has a unique “boots on the ground” perspective on the investment opportunities in Asia and has led | Read More »

  • Don’t Be Fighting the Four Feds

    By Bryan Perry Critics of the current global rally in equities make a big issue of how, if central bank stimulus were not present, major market indexes around the world would be in a protracted downtrend. They claim current valuations | Read More »

  • Learning to Appreciate Dividends

    The virtual guarantee of collecting a higher nominal return each year is intrinsically appealing, and companies that boost their dividends regularly can cultivate a clientele of investors who appreciate the income in return for deploying their capital with a proven performer.

  • Goldilocks in the Jobs Forest

    The biggest data point on tap this week came early Friday morning before the opening bell, and it was the “official” April employment report.

  • Flawed Leadership Let Baltimore Protests Erupt into Destruction

    The kind of leadership that could have guided Baltimore’s protestors away from criminal behavior and ruining hundreds of small businesses during rioting is not what manifested itself when the city’s mayor publicly announced she gave those who want to “destroy” room to do so.

  • Buffett Reveals ‘Trade Secret’ at 50th Anniversary Meeting

    “If investors weren’t so often wrong, we wouldn’t be rich.” – Charlie Munger As long-term subscribers know, I love to attend conferences and feel the pulse of investors. I think it makes me a better investment analyst. Over the years, I’ve | Read More »