Janet Yellen: What We Learned From Her First Testimony

Janet Yellen must be wondering why she ever agreed to take this job.

In her first congressional testimony today as Fed chairwoman, I witnessed one representative badger Janet Yellen to give a precise definition of how many hours per week [...] Continue Reading…

Comments { 0 }

Sizemore on Varney & Company: Best Weather Stock Plays This Winter

Watch the latest video at video.foxbusiness.com

If you cannot view the embedded media player, you can view the video here.

Bad weather has been repeatedly cited this year as the cause for everything from lackluster retail sales to stagnant job growth.  In [...] Continue Reading…

Comments { 0 }

February 2014 Portfolio Outlook

Last month, I laid out my basic investment strategy for 2014:

1.     I am overweight Europe and emerging markets.
2.     I am overweight dividend-paying U.S. equities.
3.     I am underweight non-dividend-paying U.S. equities.

With one month down, dividend-paying stocks are performing quite well [...] Continue Reading…

Comments { 0 }

Russian Stocks are Cheap…But Cheap Enough?

Vladimir Putin kills puppies.

Ok, that comment probably needs a little context.  The president of Russia does not personally murder small dogs for sadistic pleasure.  But in preparation for the winter Olympics, the Sochi city government has culling the large [...] Continue Reading…

Comments { 1 }

Thinking About Buying Japanese Stocks? Let Me Get You a Duffel Bag, Some Gasoline, and a Lighter

It’s official: Japanese stocks are in correction.

After closing at a recent high of 16,291 on Dec. 30, the Nikkei was down by about 14% through yesterday’s close. The iShares MSCI Japan ETF (EWJ), the most popular Japan ETF, is [...] Continue Reading…

Comments { 0 }

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.