Watch me chat with Covestor’s Mike Tarsala about how to invest at the end of a 30-year bull market in bonds.  I discuss some of the ways I am playing the transition in my Dividend Growth Portfolio. To read Mike’s write up of the interview, see: Sizemore: How I’m playing the end of a 30-year...Read More

Rumors flew over the weekend that AT&T ($T) had made an offer to buy Spain’s Telefonica ($TEF) for $93 billion—a roughly 50% premium to today’s market cap. Telefonica was quick to dispel the rumor, and AT&T had no comment as Monday afternoon. My gut reaction is that this rumor is exactly that: a rumor.  The...Read More

Most of us would agree that Greece is not a “developed market” on par with the United States, Canada, or Western Europe.  Its instability, pitiful economic governance, corruption and cronyism—all of which contributed to its spectacular sovereign debt crisis—prove that the country is not quite ready for the big leagues. Morgan Stanley Capital International (“MSCI”),...Read More

Back in March, I recommended that readers use the recent weakness in Daimler (DDAIF) shares to add to their positions.   American and Japanese automakers had enjoyed a fantastic first quarter while German automakers Daimler, BMW (BAMXY) and Volkswagen (VLKAY) had seriously underperformed. The reason for the rough ride? Investors had been punishing the German automakers...Read More

Two weeks ago, I asked if the short yen / long Japanese stocks trade was over.   It appears that, indeed, it is. The Nikkei crashed by over 6% on Thursday, pushing it well into bear market territory.  It’s now down by more than a quarter from its recent highs. And the yen?  It has rallied...Read More