Jeremy Grantham’s Top 5 Dividend Stocks

If you don’t know who Jeremy Grantham is, you should.  In fact, once you finish reading this article, you should drop whatever else you are doing, go to his website, and read his latest quarterly letter.  Make it a […] Continue Reading…

Are Equities Really Dead — Again?

I gave my comments to InvestorPlace’s Jeff Reeves on the new rash of “Death of Equities” sentiment that has taken over the market.  Investor revulsion towards equities is indeed a bullish sign for the medium-to-long term.  But we should […] Continue Reading…

Spain’s New Austerity Plan: What Does it Mean?

The negotiations between Spain and her Eurozone partners continue.

Prime Minister Mariano Rajoy agreed to new austerity measures, released on Wednesday, as a means of avoiding a full state bailout and the loss of control to the EU’s supervisory institutions […] Continue Reading…

Comparing Dividend ETFs

I like ETFs as an investment vehicle.  And I love dividends as a source of investment return.

So, one might draw the conclusion that I was favorably disposed towards dividend ETFs, and indeed I am (see “Dividend ETFs for Growth […] Continue Reading…

Visa and MasterCard: Underlying Macro Trends Still in Place

“Gimme what I need, uh, MasterCard or Vi-suh.”

From Wyclef Jean’s “Perfect Gentleman”

The U.S. consumer is in a bit of a pickle.  Jobs are not particularly easy to come by—the June jobs report showed unemployment sticking at 8.2% and only […] Continue Reading…