August 2013 – Page 3 – Smarter Investing

Investment yields look better overseas than in the US.

Strategies

Here’s why we’re defensive on stocks

Japan's outstanding debt level just blew by the quadrillion yen mark.

Outlook

A quadrillion reasons Japan is in trouble

How my contrarian bet on Facebook paid off

I bought Facebook betting investors had become overly pessimistic.

Strategies

How my contrarian bet on Facebook paid off

I’m still shorting mid-term volatility futures

Volatility has historically shown to be a mean-reverting asset class.

Strategies

I’m still shorting mid-term volatility futures

Stock splits and the wealth illusion.

Outlook

Priceline: Can a stock get too expensive for its own …

Our strategy is ready for more volatile market waters

The Volatility and Tactical Opportunity portfolio aims to benefit from the up and down swings of market volatility. Volatility, as measured by the VIX, tends to be mean reverting over time (when volatility goes down, it will have a tendency to climb higher in the very short term). When volatility […]

Strategies