Archives by Month:

Archives by Year:

Retirement Risk: Don’t Trade Downside Protection For More Upside

Retirement Risk: Don’t Trade Downside Protection For More Upside

We have a key belief about saving for retirement: The potential for additional upside is not worth an outsized risk of devastating downside. Case in point: The recent Reuters Special Report on the riskiness of Fidelity Investments’ target date series Freedom Funds highlights important issues on the risk faced by participants in target date funds—risks that may […]
Indian Indices Turn Volatile, Inflation Eases, And Top Stocks In Action Wednesday

Indian Indices Turn Volatile, Inflation Eases, And Top Stocks In Action Wednesday

On Tuesday, share markets in India opened on a positive note but ended the day in red. The BSE Sensex closed lower by 61 points to end the day at 33,857. While the broader NSE Nifty ended the day higher by 5 points to end at 10,426 levels. Among BSE sectoral indices, IT stocks fell […]
Trade Wars – There’s A Lot More At Play Than Tariffs

Trade Wars – There’s A Lot More At Play Than Tariffs

John Rubino joins me today to continue our discussions on tariffs and the bigger picture of trade wars. The recent tariffs with Canada and Mexico are just the start of what could be a busy year for analysts both from the markets side and political side. Free trade can be positive for many countries and […]
FV
                        Top 5 Charts Of The Week

FV Top 5 Charts Of The Week

In this video we run through the weekly email newsletter “The Top 5 Charts of the Week”. In this week’s edition we look at US economic confidence reaching almost record highs, the Energy Sector at a cyclical/structural low point in the S&P500, the astonishing performance of a select group of sectors, factors, and styles in […]
How Low Can Natural Gas Storage Levels Get?

How Low Can Natural Gas Storage Levels Get?

Natural gas prices were relatively stable today, eventually settling up modestly on a day where they traded positive through most of the trading session.  The theme of small trading ranges continued, with just a 3.5-cent trading range again today. This pulled the daily trading range far below what we tend to see this time of […]
Agriculture Markets Report – Tuesday, March 13

Agriculture Markets Report – Tuesday, March 13

(Video length 00:08:17)
Mother Nature’s Deflationary Forces

Mother Nature’s Deflationary Forces

I like free stuff. Free delivery, free wireless, free breakfast… you name it. I think most people share this view, and I know that companies and countries around the world are definitely on board. That’s what makes solar and wind power so interesting. The basic resources are free. Yes, there’s the bit about environmental concerns, […]
Inflation Hysteria(s)

Inflation Hysteria(s)

On May 16, 2000, the FOMC gathered around in Washington to debate taking more extreme measures. For nearly a year, Greenspan’s Federal Reserve had been “raising rates” in the now-familiar pattern. Adjusting their target for interest on federal funds, the Committee had by then increased it at all of the five previous policy meetings, each […]
5 Tech Stocks Lifting The Nasdaq ETF To New High

5 Tech Stocks Lifting The Nasdaq ETF To New High

The Nasdaq Composite Index staged a stunning comeback, recouping all losses incurred early last month when the index had slipped into a correction territory. In fact, it hit a record high for the second consecutive session and has been outperforming major indices, which are yet to fully recover from February’s selloff, by a wide margin […]
Why Quanta Services Inc Has A Safe 20% Upside

Why Quanta Services Inc Has A Safe 20% Upside

Infrastructure companies can be a safe play in uncertainty, especially low beta stocks like Quanta Services Inc (NYSE: PWR). Market volatility has risen, but margin debt and market recession flags have not tripped, and economists don’t see one soon either. Quanta’s guidance and order backlog, as well as a history of execution, point to robust […]