• China’s Deferrals, S&P’s Sideways Drift and Yields Climb

    MSCI Inc., whose MSCI Emerging Markets Index is the most widely tracked benchmark of share-price performance outside the developed world, said it would add China A-shares to the index — just not quite yet.

  • Investors’ Alert: Are You Making These Two Mistakes?

    The first time I looked at the incredible chart below, I thought of the classic book, “Winning the Loser’s Game” by Charles Ellis. Last year, Richard Bernstein Advisors, using the research provided by Dalbar, put out a 20-year performance chart | Read More »

  • Do Mergers Meaningfully Move the Market?

    It looks like the mergers & acquisition (M&A) wave is continuing, particularly in the telecommunications space, given the recent news that Dish Network (DISH) and T-Mobile USA (TMUS) are in discussions to merge. “Discussions” means they are attempting to hammer | Read More »

  • The World’s Most Expensive (and Cheapest) Stock Markets

    As an investor, you generally want to avoid expensive stocks and invest in cheap stocks. That’s not good news if you’re an average U.S. investor who has most of your money invested in the U.S. stock market. According to a | Read More »

  • Investing for Income in a Rising Rate Market

    When the interest rate landscape begins to shift, as might be the case following the upbeat employment data released last Friday, investors that have income as a top priority to pursue with their investing acumen need to consider which sectors and asset | Read More »

  • A Sea of Dividends Awaits Thoughtful Investors

    With current equity valuations, there is some sentiment that the United States may not offer the best potential for stock market returns right now.

  • Vanguard Gets Cozy with China A-Shares

    Chinese stocks, particularly the stocks traded in Mainland China known as A-shares, have been on fire this year.

  • King Dollar — What It Means to Investors

    On September 14, 2011, I received a little book in the mail called “The End of America,” in which the author predicted chaos in America within 12 months. “I want to detail for you a specific event that will take | Read More »

  • Federal Reserve ‘Jawboning’ — A Boon to High Dividend Paying Stocks?

    We recently closed the books on the month of May, and that means we are now two-thirds of the way through the current quarter and nearly halfway through 2015. So far, the S&P 500 is up 2.5% year to date, | Read More »

  • China: Year of the Sheep, Year of the Bubble

    If you’ve been long in Chinese stocks this year, congratulations. You’ve made a lot of money in the Chinese “Year of the Sheep.” So far in 2015, stocks in the benchmark iShares China Large-Cap (FXI) have delivered anything but sheepish returns, with | Read More »

  • The Fed Can Take the Summer off

    By Bryan Perry The Federal Reserve has made it succinctly clear that future action on fiscal policy is data dependent. Well, if that’s the case, then the U.S. central bank may as well head off to the Hamptons for the | Read More »

  • This Fund Pays Dividends

    Since ETFs typically do not pay high dividends, the funds that do so set themselves apart from the growing rabble of choices.

  • Don’t Fall for the China Bubble Chatter

    My recommendation to you, especially if you have money in Chinese stocks, is to not fall for what I consider to be the false narrative that there is a China equity bubble.

  • 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 »