Smarter Investing

With such uncertainty in the air, we were hesitant to make any purchases during August.

International stocks, metals and currencies to hedge the dollar

The changing landscape for Treasury securities and inflationary expectations

We believe that TIPS have a significant place in portfolios to protect against inflationary erosion of the monetary base.

Strategies

The changing landscape for Treasury securities and inflationary expectations

What I did on my summer vacation: Became almost fully invested

I expect the market to be rocky for some time to come. In the long run, though, I expect well run companies with strong market prospects to do well.

Strategies

What I did on my summer vacation: Became almost fully …

Low short term rates are good for our REIT holdings – but Operation Twist likely isn’t

The Fed's next (possible) program is problematic for businesses that make money on the spread.

Strategies

Low short term rates are good for our REIT holdings …

Why I’m buying more New York Community Bancorp

Here's why long-term I am very bullish on this stock at the current trading levels.

Strategies

Why I’m buying more New York Community Bancorp

What is the yield curve, and where’s the yield now?

Here's what the Fed is doing to try to spur growth in the economy - and why it's hard to find significant yield from your investments these days.

Outlook

What is the yield curve, and where’s the yield now?

These managers focus on total yield and don’t constrain themselves too closely to a benchmark.

Looking for yield? 4 Covestor models to consider in September …

Stocks, Bonds and Gold: Investing for the remainder of 2011

Recession or no recession, there are real bargains to be had.

Strategies

Stocks, Bonds and Gold: Investing for the remainder of 2011

Hansen Natural stock: It doesn’t get any better than this

Those sugary drinks have produced some very sweet profit margins.

Strategies

Hansen Natural stock: It doesn’t get any better than this

A big, fat dividend. Plus China, Brazil and their need for iron.

Strategies

Here’s why I bought GNI

Right now, protection against inflation is the most important investment goal

To illustrate the inflationary pressure we are experiencing, I’ll draw an analogy to personal household finances.

Strategies

Right now, protection against inflation is the most important investment …

Still bullish on Reading International – here’s why

On August 4th, Reading reported Q2 earnings that were nothing short of spectacular. With the 60% growth in book value from last quarter, the gap between where the stock currently trades and the book value has actually widened.

Strategies