Market Overview

FTSE - Bank HolidayDAX +2 points at 11452 CAC -2 points at 4838 Eurostoxx -2 points at 3271 Asian traders showed a little preference for the USD, yet thin holiday volumes were in play at the early...

Bond investors should be prepared for a rough ride under the President-ElectInvestors used to low rates may be about to get Trumped. Since the credit crisis, interest rates have consistently moved...

It was another week of range-bound trading in the run-up to the holidays, and that’s not such a bad thing for a holiday newsletter writer – there wasn’t much to write about anyway....

The big theme for 2017 will be Cash. Not a pro-deflationary “time to own cash” theme, but a “let’s ban it as quickly as possible” theme.Let’s review. In...

Wall Street’s best contrarian indicator has spoken. Jim Cramer issued a strong buy on the Dow last Wednesday. He references the “generals” that are “leading the charge”...

This is a more difficult topic, but one which demands attention from all investors, not just option traders. Much ink has been spilled on the topic of portfolio diversification, wherein it is said...

A recent study by Franceso Cornelli and two associates indicates that there is a positive relationship, in the private equity industry, between managerial turnover and fund performance.Cornelli is...

Looking back over this year’s Investment U columns, I said plenty that readers disagreed with.About stocks, I suggested that “the most disrespected bull market in history” had...

In terms of growth rates, the performance of the US economy in 2016 was mediocre. Growth is expected to have been 1.6%, below what most economists consider as potential (1.75%) and below the average...

Investors are familiar with a broad set of macroeconomic variables that often drive asset prices. Many are familiar with corporate balance sheets, price-earning ratios, free cash flow, Q-ratio, and...

Without question, 2016 was the year of the big surprise. Or to be more accurate, surprises.The biggest surprises were the Brexit decision in late June, when—despite all expectations to the...

EM gained some limited traction as last week ended. However, renewed concerns about China could limit this bounce as President Xi signaled the possibility that growth could fall below the...

I have something I can give you for the holidays as well. Not peace on Earth but perhaps peace of mind heading into the New Year – a way to help insure some future prosperity with a few...

We discuss the Mexican peso against the US dollar in this video, looking at the history, fundamentals and technicals of the Mexican economy and its currency. Amazing the effects of a US election cycle...