Strategies

3489 posts

Learn how market strategists and portfolio managers are navigating an ever-evolving market’s cross-currents. A knowledge of emerging trends and innovative approaches help you adapt in a timely way to meet your long-term financial goals.

Boulder Income Fund is my Berkshire proxy trade

Boulder Income Fund has a 25% stake in Berkshire.

Boulder Income Fund is my Berkshire proxy trade

Why I’m shorting these three closed-end funds

All three trade at unjustified premiums to their NAV.

Why I’m shorting these three closed-end funds

The private equity model delivers in this market environment.

Our position in Blackstone looks like a winner

A new lineup for the American Heroes portfolio

Here's how we refreshed the model.

A new lineup for the American Heroes portfolio

gundlach

DoubleLine's Jeff Gundlach has been a stellar bond performer.

Why we bought a position in the DoubleLine Income Solutions …

A modest proposal to save America

The U.S. is in serious trouble.

Outlook Strategies

A modest proposal to save America

tokyo street

Is a correction coming in Tokyo?

Outlook Strategies

Tokyo’s epic rally is showing signs of fatigue

The U.S. economy’s virtuous circle

My take on Boston, the markets and the economy.

The U.S. economy’s virtuous circle

Gold remains an insurance policy in times of distress.

Gold still has a place in a portfolio

Baidu.com is the Google of China.

Chinese search engine Baidu is a winner

matisse painting

Is investing an art or science?

Investing: It’s only art if it’s pretty

gas well

Covestor's Ben Dickey is upbeat about Chesapeake's outlook.

Ben Dickey: Chesapeake better off without McClendon