We cut loose under-performers and picked up J.M. Smucker and Financial Engines. Strategies Spring cleaning time for the Growth & Momentum portfolio
Dubai and Nigeria deliver white hot returns, while the U.S. is the No. 2 G7 market. Outlook Global stock market return score card for 2013
"We are maybe in the fourth inning of a secular period of outperformance for U.S. assets." Outlook Strategies The real ‘great rotation’ is into U.S. assets – Richard …
Dubai is up the most in 2013 with a gain of 49.25%. Outlook Country stock market returns year to date
"I'm a why person - I always want to know 'why does it work that way?!'" Archive Covestor profiles: CJ Brott
Fixed income investors must redefine what constitutes safety in a zero-interest-rate world. Strategies Bonds look like sure losers right now
The FDA has let down renal cancer patients with its Tivozanib decision. Strategies FDA’s flawed call on Aveo’s Tivozanib
Volatility in many markets is up, but not dramatically so. Outlook Stay calm: Volatility readings are still pretty low
There are attractive short- and medium-VIX futures opportunities ahead. Strategies Here’s my volatility futures short strategy
