What NOT to Buy in a Retirement Plan

If you manage your own investments, changes are good you read dozens—if not hundreds—of articles every year offering advice on what to buy in your retirement portfolio.  Most of the standard financial planning advice is, perhaps a little surprisingly, […] Continue Reading…

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Momentum or Value? Try Both.

2014 has been a kick to the teeth for investors in momentum stocks.  The popular names of last year, such as social media darlings Facebook (FB) and LinkedIn (LNKD) and new technology stocks like Netflix (NFLX) and Tesla Motors […] Continue Reading…

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iBillionaire Index Reshuffle: What’s Out, What’s In

America’s financial-sector billionaires have had a busy year, at least based on the quarterly rebalancing of the iBillionaire Index.

The index—which tracks the major, high-conviction portfolio holdings of billionaire investors such as Warren Buffett, George Soros, Daniel Loeb and Carl […] Continue Reading…

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Using Macro Trends to Find Investment Opportunities

I identify the stocks and funds that stand to benefit from ongoing demographic, economic and technological trends. Right now these are the major trends that I see driving market opportunity:

Investing for Income

I take a contrarian view in that I […] Continue Reading…

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Gundlach: Bonds on the Verge “One of the Biggest Short-Covering Scrambles of All Time”

Here’s a contrarian call if I’ve ever heard one.  Jeffrey Gundlach, head of DoubleLine Capital, believes that we could be on the verge of “one of the biggest short-covering scrambles of all time.”

So, to what asset class is Gundlach […] Continue Reading…

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This material is provided for informational purposes only, as of the date hereof, and is subject to change without notice. This material may not be suitable for all investors and is not intended to be an offer, or the solicitation of any offer, to buy or sell any securities.