Monthly Archives: November 2011

While institutional managers are often sharper than the average investor, they can be every bit as prone to herding behavior.

Despite all the concern about macro-economic weakness, companies continue to accelerate.

How we're positioning for high yield plus market-like returns for the remainder of 2011.

Here's why I recently liquidated half of these high yielding positions in my portfolio.

Too often, investors are spooked by a market drop and make the mistake of selling weak shares.

Earnings season has started quite strong and the recent developments in Europe should keep bears in check.

Equity valuations, while still attractive, are no longer the bargain they were back in August and September.

Whether precious metals rise or fall, investors could perhaps profit from the gold/platinum ratio returning to something a little closer to normal.