Charles Sizemore discusses the latest trade in his Tactical ETF Portfolio with Covestor’s Mike Tarsala.Read More

In volatility we haven’t seen since the Fukushima disaster, Japanese shares dropped by 7% on Thursday before bouncing off of those lows later in the day.  Ouch! The ostensible cause?  Fed Chairman Ben Bernanke indicated that QE Infinity might—just might—come to end if U.S. economic data improve, and China’s PMI came in lower than expected. ...Read More

China made waves with a bad manufacturing report this week, sending world equities–and particularly Japanese equities–sharply lower. But the issues in Asia go beyond just exports and currency rates. It’s about plummeting birth rates and demographics, and what it means for Chinese and Japanese investments. Jeff Reeves of InvestorPlace.com and I talk things over. As...Read More

When it comes to quantitative easing, Fed Chairman Ben Bernanke is playing AA minor league ball at best.  If he ever wants to make the big leagues, he needs to take batting practice with Japan’s new central bank governor, Haruhiko Kuroda. In addition to the “usual” quantitative easing actions of buying government bonds, the Bank...Read More

Japanese stocks are off to a nice start this year.  The iShares MSCI Japan ETF (NYSE:$EWJ), a popular option among investors for getting access to Japan’s biggest traded companies, is up 4% for the year and 14% over the past month. Enjoy it while it lasts. Japan’s recent surge is due to its new quantitative...Read More