Beating Buy and Hold: A Thinking Man’s Guide to Market Timing
Investors have heard for ages that tactical strategies are a fool's errand. But the results of these high-caliber market timers speak for themselves.
Summer’s Coming: When Trends and Fundamentals Disagree — Searching for Alpha for May 2015
Do current fundamentals support last month’s equity pullback, or is this is a case where market action and fundamentals simply disagree?
Investors Hiding Overseas May Forgo U.S. Volatility: Searching for Alpha for April 2015
An overlooked place to hide from U.S. equities after Q1’s volatility may be international stocks.
The Role of Cash in a Portfolio: Searching for Alpha for March 2015
There are pragmatic and strategic reasons to keep cash in the portfolio now. Then there's the high valuation of U.S. stocks.
Ready, Hike! (but Fed Won’t Raise Rates Too Soon)—Searching for Alpha for February 2015
While the Federal Reserve may not raise rates until late 2015 at the earliest, rates will rise. So where to invest now?
Will European Stocks Get Second Life in 2015? Searching for Alpha for January 2015
European stocks are cheap, so the downside risk of owning them is muted.
3 Takeaways From Oil’s Price Swoon: Searching for Alpha for December 2014
Are lower prices a boon or a bust for the economy and markets? Plus, how the indexes performed in November.
3 Trades for QE’s End: The U.S. Growth Engine
The U.S. has emerged as the world’s economic juggernaut, which leads to a number of implications about where to invest client assets.
3 Trades for QE’s End: The Strengthening Dollar
Who wouldn’t want to own the greenback? But for every winner there must be a loser.
3 Trades for QE’s End: Searching for Alpha for November 2014
The first trade to consider is a response to the eventual return of higher rates at the end of the yield curve.