After the Stress Test, Are Financials Dividend Growth Stocks?

29 out of 30 isn’t too shabby.  The Federal Reserve released the results for its latest stress test, and 29 out of America’s largest 30 banks met their required capital requirements.  Only Zions Bancorporation (ZION)—a relatively small player—failed to [...] Continue Reading…

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Turkey: Erdogan Has Lost His Mind

We’ll eradicate Twitter. I don’t care what the international community says. Everyone will witness the power of the Turkish Republic.

–Turkish Prime Minister Recep Tayyip Erdogan
It’s hard to believe the quote above is real.  It sounds more like something the [...] Continue Reading…

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Review: Meb Faber’s Global Value

How does an investment manager reconcile all of the various prognostications he hears on a daily basis?

Simple—ignore them.

—Meb Faber, Global Value
If you’ve never heard of Cambria Investment Management’s Meb Faber, then you have some serious catching up to do. [...] Continue Reading…

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Update: Cold War Part II?

The markets are moving, though not always in the direction you’d expect. While U.S. stocks fell after the Fed’s latest announcement, Russia’s move into Crimea pushed world markets higher. Of course, stocks in China are down on worries that the country’s first corporate bond default could be its “Lehman moment.” But is a crisis à la 2008 really brewing? I don’t think so, and I’ll tell you why in this update.
Of course, with the domestic market near record highs, many U.S. stocks are overpriced, but Jeremy Grantham doesn’t think we’re in bubble territory yet, and neither do I. In any case, you and I are investing outside the mainstream, and our REITs are looking ripe for picking. [...] Continue Reading…

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Straight Talk Money Radio: Would Another Cold War Really Be So Bad?

This morning I talked with Peggy Tuck on the Straight Talk Money radio show. We covered a lot of ground in our discussion of market-moving news, from the effects of sanctions on Russia to JPMorgan’s recent moves in the commodities space. [...] Continue Reading…

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