Investing Analysis

Net Flows to Equity Funds Related to Global Stock Price Performance

90 Million Emotions Wreak Havoc

With the market in a correction and off 10% this quarter, emotions are running high. I want you to take a minute this weekend...
Chart of the YRPI Stable Growth Index relative performance to the YRPI Early Cyclical Index.

Bear Market In Cyclical Stocks

The bull market in cyclical stocks that began in March of last year is officially over. The YRPI Early Cyclical Index is down 23%...

The Most Important Takeaway from the BP Oil Spill

The oil spill in the gulf is an economic and environmental catastrophe. BP made some serious missteps that have cost the company and gulf...

5 Energy Market Insights

The 2010 edition of the BP Statistical review of World energy came out this month. BP’s Statistical review has been published for 59 years....
Chart of the Dow Jones Industrial Average performance versus that of Gold.

Dow Industrials vs. Gold

In the last 115 years there have been three secular bull markets in gold versus the Dow. The current secular bull market in gold...

Are Small-Cap Stocks Running Out of Steam?

Is the strength in small-cap stocks running out of steam? I’m not talking about the recent correction in small stocks, but rather the relative...

Muni Debt Trap

You know how hard it is to be retired on a fixed income these days, especially with a risk-free rate (three-month T-bills) at less...

Housing Starts Look Weak

Housing starts released today came in far below consensus estimates.  Government efforts to stimulate the housing market have once again failed. The federal tax...

A Troubling Trio of Economic Indicators

In over four decades in the investment business, I have found that the most reliable economic indicators are not those released by government statistical...

Simple Arithmetic Vital to Your Investment Success

My arithmetic of portfolio losses chart shows the return necessary to break even after incurring a loss. The horizontal axis shows the assumed portfolio...