“We’re not in bear market territory, and we’re not really in a broad-based correction. But investors seem to be struggling to find that next great investment theme.” I wrote those words this past June, when we were in the midst of the “taper tantrum.”  My, how little things change in five months. Now in mid-November...Read More

June has been a rough month for a lot of investors.  The investing themes that have done well so far in 2013—everything from U.S. dividend-focused stocks to Japanese small caps—have gone sharply into reverse.   The market has started to get jitters that the Fed’s QE Infinity will actually be quite finite…and it appears that Abenomics...Read More