Investing Analysis

Global House Price Imbalance

According to The Economist, there are still six global real estate markets that are more than 30% overvalued. Australia shows the largest overvaluation at 61.1%, followed...

Get Yourself Some Debt

“Get yourself some debt” isn’t the advice you’d expect to hear from your financial advisor. But with interest rates at record lows it makes...

High-Octane Fuel for Stocks

Since I graduated from Shaker Heights High School in 1959, the most important driver of long-term stock market returns has been the direction of...
2-Year Treasury Yield

An Alternative to Ultra-Low Treasury Yields

The short end of the yield curve remains punishing for investors. Yields on two-year notes are now below the lows reached at the height...
A chart comparing MLP performance to that of the S&P 500.

A Raging Bull Market in MLPs

The raging bull market in MLPs shows no signs of slowing. Since the S&P 500 peaked in October of 2007, MLPs have gained more...
Net Flows to Bund Funds Related to Bond Returns

Vanguard CEO’s Biggest Worry

You can probably count on one hand the people you trust to give you sound investment advice. For a number of reasons, talking about...

A Simple Strategy for Stock Market Success

For over four decades I have used a simple strategy to successfully invest in the stock market. I invest exclusively in dividend paying stocks....
Correlation of Shanghai A Shares to ASX 200

Avoid Australian Equities?

The correlation between Australian stocks and Chinese stocks is near a record high. If you are bearish on China, you probably want to avoid...
iShares iBoxx $ Investment Grade Corporate Bond Fund

Stop Losing Money in ETFs

You may be thinking about using fixed-income ETFs to fill out your portfolio. Don’t. I continue to avoid fixed-income ETFs, as should you. The...
NFIB Index of Small Business Optimism

The Lifeblood of the U.S. Economy

The small business sector accounts for half of private-sector GDP and two-thirds of new job creation. You aren’t likely to see the current stimulus-...