Secession Risk

In today’s update, I talk about the biggest macro risk right now for the markets—not the Fed or European Central Bank…or ISIS, or even Vladimir Putin. No, the biggest macro risk is the mood of Scottish voters. After I tell you the investment impacts we may experience from Scottish secession, from there we move on to an update on one of our newest energy plays and on our Spanish REITs. […] Continue Reading…

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Straight Talk Money: The Break-Up of the UK, the Outlook for Interest Rates, and More

I joined Mike Robertson and Peggy Tuck yesterday on Straight Talk Money.  The first item on the agenda: the potential break-up of the United Kingdom next week as Scotland’s voters hold a referendum on independence:


Scotland’s referendum on independence […] Continue Reading…

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What Is the Smart Money Buying?

It’s that time of year again. Every September, Barron’s polls its “all-star team” of Wall Street strategists to get their favorite sector bets and their best estimates for the S&P 500 and the 10-year Treasury, among other market calls […] Continue Reading…

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StockTwits Banter: Reactions to the Apple Watch

Apple (AAPL) unveiled its long-awaited smart watch today, though the market’s response was muted.

So…does the iWatch actually "do" anything worthwhile that the iPhone doesn't already do? Market's reaction suggests no. $AAPL— Charles Sizemore (@CharlesSizemore) Sep. 9 at 08:14 PM

My […] Continue Reading…

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Brazilian Stocks: The Bull Market is Just Starting

Russia has been stealing most of the emerging market headlines over the past six months and particularly this week, as Russia and Ukraine appear to have reached a ceasefire deal.  I recommended the Market Vectors Russia ETF (RSX) in […] Continue Reading…

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