The Real Reason Stocks Are Rising: Searching for Alpha for August 2016
Is it fundamentals? No. Is it politics? No. What about momentum? Bingo.
Brexit’s Inevitable Impact: Lower Equity Valuations—Searching for Alpha for July 2016
While lower valuations don't automatically translate to lower stock prices, uncertainty is sure to reign.
Brexit: 3 Points to Allay Client Fears
Brexit’s likely result is a return of market volatility for the foreseeable future, so increasing client communication is crucial.
Think Market Indicators Are Shouting Bear? Think Again: Searching for Alpha for June 2016
Specific market history (think 1989) provides some clues as to where this market may be heading.
Negative Sentiment Flashing a Buy Signal: Searching for Alpha for May 2016
Considering the recent data, I would be more inclined to buy dips than sell rallies, though credit is worth a look, too.
Negative Earnings Expectations Could Prompt Market Rally: Searching for Alpha for April 2016
The high level of short interest could be fuel for the next market rally if earnings beat consensus estimates.
Where to Invest if Interest Rates Go Negative
Thought the Fed's rate hike marked the end of easy money? Think again. Welcome to the Bizarro World of negative interest rate policy (NIRP).
Market Timers: Buy Stocks, High-Yield Bonds: Searching for Alpha for March 2016
High-yield bond prices have started creeping above key resistance levels, resulting in “buy” signals for the tactical crowd.
Central Banks Save the Markets Again — Searching for Alpha for February 2016
Have the markets become a drug addict, waiting for the next easy-money hit in order to function?
This Year's Asset Class Winners, Losers: Searching for Alpha for January 2016
What will be the fundamental drivers of asset class returns in higher-rate 2016?