A Tale of Two Tech Sectors

Are technology stocks in a bubble? Yes.

Are some of the best values in the world in the tech sector? Oddly enough, the answer to this question is also yes. We have what I call a tale of two tech [...] Continue Reading…

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Walmart’s Revenge: Amazon.com Has a Big Problem

Amazon (AMZN) is grabbing the headlines this week with the news that it bested rival Netflix (NFLX) in securing exclusive rights to stream HBO’s library of older shows — such as The Sopranos and Deadwood — via its Amazon [...] Continue Reading…

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The 800-Pound Gorilla: Demographics

The U.S. is starting to show some startling similarities to Japan’s issues over the past decade. But is the situation really as dire? And where else can you turn? I’ve got updates on three stocks that have demographic trends and attractive valuations on their side. [...] Continue Reading…

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Emerging Markets: Investing Where Others Fear to Tread

The best performing single-country market in 2014 is…Egypt?

Indeed it is, at least based on the performance of the Market Vectors Egypt ETF (EGPT), which was up 26% year to date through April 21.  Not a bad haul given that [...] Continue Reading…

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The Great Rotation: Finding Opportunity in an Overpriced Market

We covered a lot of ground in our Q2 webinar, from how to get started with the Macro Trend Investor portfolios to where the greatest opportunities lie for the rest of the year. Find the video recording, slides and transcript of the webinar here. [...] Continue Reading…

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