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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10 Undervalued Stocks to Buy Now

Table of Contents

#1: Silver Bay Realty Trust (SBY)
#2: Kinder Morgan, Inc. (KMI)
#3: Realty Income (O)
#4: Africa’s Telecom Giant
#5: Banco Santander (SAN) &
#6: Banco Bilbao Vizcaya Argentaria (BBVA)
#7: A Stock with Spirit
#8: Telefonica (TEF)
#9: UBS E-TRACS Monthly Pay 2x Mortgage […] Continue Reading…

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Here We Go Again

Don’t forget! Today at 5 p.m. ET I will be hosting our second-quarter webinar “The Great Rotation: Finding Opportunity in an Overpriced Market.” Before the webinar, though, I wanted to send you an update previewing some of the topics I’ll be covering as well as what’s been happening in emerging markets, specifically recent news out of Russia and China. […] 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.