We held onto our housing stocks when bond yields spiked. Strategies Housing stocks delivered for our portfolio
The government shutdown, debt ceiling drama and weak economy were a challenge. Strategies Trading through a perfect storm
Some mid-course adjustments for my three core ETF holdings. Strategies 3 ETFs I like in this bull market
No need now for investors to speculate now when this bull market will end. Strategies Why I’m staying overweight stocks for the rest of 2013
Twinleaf Management's Spencer Grimes oversees the Small Cap Value portfolio. Strategies How a small-cap value manager stalks potential takeout targets
The Fed still needs to make up for a 30% drop in money velocity since 2008 crisis. Strategies The Fed’s monetary guns still needed in a weak economy
What to make of Berkshire Hathaway's tight correlation with the S&P 500. Outlook Warren Buffett, closet indexer?
Some conservative options for yield-seeking investors. Strategies Investing for income as retirement approaches
Small-cap value stocks rose to all-time highs on the same day Fama won the Nobel. Outlook Small-cap value stocks winning, as Nobel laureate Fama predicted
US Treasuries are the Rolls Royce of collateral. If that changes, watch out! Strategies Sum of all fears: U.S. default and repo market collapse
Given Washington's budget follies, the Fed was right to hold off on tapering. Strategies The Fed’s delayed taper looks very smart now
U.S. budget and debt ceiling debates will generate market choppiness. Strategies My trading strategy to weather the U.S. budget mess
