• For Discerning Investment Returns, Look to the S&P 500’s Aristocrats

    Launched in 2005, Standard & Poor’s developed this index as a way to mimic an investment strategy that some sophisticated dividend investors had been employing successfully for decades.

  • The Trend is Your Friend, Once Again

    For U.S. stock market investors, the long-term bull market trend launched in 2009 has certainly been friendly.

  • Why You Should Dump Your S&P 500 Index Fund

    As well as S&P 500 index funds have done in in the past 40 years, one group of funds has done even better.

  • Why This Wounded Bear Could Become a Bucking Bull

    Russia is a mess. Plunging oil prices, a ruptured ruble, years of a corrosive “kleptocracy,” Western economic sanctions and an unprecedented flight of capital have teamed up to wrestle the Russian bear to its back in 2014. No wonder President | Read More »

  • Why the Nasdaq is Back

    Back in the 1990s, the technology-dominated Nasdaq was best known for minting millionaires. Today, the Nasdaq is the red-headed stepchild of the U.S. stock market. After all, the S&P 500 has hit almost 40 new record highs in 2014. The | Read More »

  • Why the ‘Barbarous Relic’ Should NOT Be in Your Portfolio

    The economist John Maynard Keynes once famously dismissed gold as a “barbarous relic.” Keynes was actually referring to the gold standard. But his inflammatory description reflected his heartfelt sentiment about gold. Nevertheless, gold has maintained its unique status as both | Read More »

  • The Japanese QE Surprise and the Juicing of the Markets

    Just when you thought the financial world would take a much-needed break from quantitative easing (QE), the Land of the Rising Sun comes in and juices up the markets with more QE.

  • Warren Buffett Stumbles

    Several of Berkshire Hathaway’s higher-profile public investments have fallen out of bed recently. And the “Oracle of Omaha” has endured several billion dollars in paper losses as a result.

  • Why I Expect the Stock Market to Rally in Q4

    With the S&P 500 nudging the mighty 200-day moving average from below, the “doom-and-gloom” crowd is out in full force, proclaiming that “the End is Nigh.”

  • Staying Afloat in a Global Sea of Red

    If you’ve been invested in a stock market anywhere in the world over the past month, then I feel your pain.

  • Thoughts on the Buck’s Bull Market

    Last Friday, the U.S. Dollar Index (which tracks the greenback against a basket of major trading partners’ currencies, including the euro, Japanese yen, British pound, Canadian dollar, Swedish krona and Swiss franc) leapt to a four-year high.

  • Why You Should Invest Like Harvard

    the Harvard endowment generated an average of 11.4% over the past five years. Notwithstanding the challenges of the financial crisis, that’s not far off its long-term track record of 12.3%.

  • The USA is Back on the Global Competitiveness Podium

    Each September, the Davos-based World Economic Forum holds the equivalent of the Olympic Games for global economies.

  • The Rise and Fall of Emerging Markets

    Looking back, the decade between 2000 and 2009 marked the glory years for emerging markets.

  • Can the Alibaba IPO Kick-start the Chinese Stock Market?

    The renewed focus on Chinese Internet stocks — thanks to the upcoming listing of Chinese e-commerce giant Alibaba — could make Chinese Internet stocks one of the hottest sectors in the coming months.

  • Is a “September Swoon” in the Cards?

    Facing a potential full-scale war in Ukraine and in the midst of another Middle Eastern crisis, market sentiment is still firmly rooted in fear.

  • 2014: Another Lousy Year for Hedge Funds

    Once renowned for risk-loving “cowboy” trading and double-digit percentage returns, hedge funds have failed to live up to their reputation as money-making machines.

  • Are We on the Verge of a Market Crash?

    Almost six years after the collapse of Lehman Brothers, professional Cassandras never ceased predicting that the next economic meltdown and a stock market crash is just around the corner.

  • Why You Should Invest in These Arab Economies

    There is a group of Arab countries that are attracting investors’ attention because they are among the fastest growing and most successful economies in the world.

  • What Market Sentiment Tells Me about Today’s Market

    In a world awash and bedazzled by complex financial models, gauging market sentiment doesn’t seem as legitimate, as, say, fundamental or even technical analysis.