Beat the S&P 500 by 2 to 1
My chart shows the long-term performance of $1 invested in the consumer non-durables sector in June of 1926 to $1 invested in the S&P...
The #1 Investment Book
You may be surprised to hear that Moneyball by Michael Lewis is my #1 investment book, given that it’s about baseball, not Wall Street...
Emerging Market Stocks Up Over 110%
Emerging market stocks are up over 110% since hitting lows in March of last year. Net flows into foreign stock funds, much of it...
Stay Defensive
Confidence in the economic recovery is improving, and retail investors are moving back into equities. Here are four reasons to remain defensive in the face of this renewed optimism:
Comparing Bull Markets
Based on the historical performance of four bull markets that were preceded by devastating bear markets, the current bull market is approaching exhaustion.
The Future of Oil Demand
If you invest in oil or oil companies and you do not pay attention to this group of consumers, you are making a vital mistake.
The Payday Indicator
Alert! My Payday Indicator is signaling the worst environment for investors during my investment career. Conservative investors have been left with scraps on the...
Jobs Growth a Paper Tiger
While the American economy created 162,000 new jobs in March (Chart 1), the number of unemployed rose. The much lauded success of the jobs report...
Searching for Yield?
Here’s a strategy to earn attractive yields without risking significant principal….
Young Research’s Favorite Energy Play
You can profit from rising oil, gas, and coal prices without taking significant risk. Here’s how you do it….