Stayin’ Alive

The U.S. stock bull market is still alive. But after more than eight years and with stocks trading at historically high premiums despite a persistently sluggish economy, many investors are left to wonder after trading days like Thursday how swiftly and badly the bull market will finally end as well as the ferocity of the subsequent bear market that follows. How will today’s stock investors know that the bull market is finally over? And once they know, will it be too late to do anything about it?

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The Biggest Shock Risk Facing Markets Today

As the second quarter draws to a close, one major shock risk is increasingly looming for capital markets as the second half of the year gets underway.

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Why should investors care about broad portfolio diversification? For many good reasons. Investing is not simply about the stock market. Instead, capital markets have many personalities, as stocks are only one of a vast array of different ways for investors to consider in allocating their money. And given that asset allocation is the primary determinant of portfolio returns, stretching beyond the typical bounds by incorporating asset classes across the capital market universe can provide investors with the ability to harmonize their portfolio strategy implementation and meaningfully enhance long-term risk-adjusted returns. Put more simply, all major asset classes play an important role in making capital market music, and broad portfolio diversification if implemented properly can provide investors with attractive if not superior returns with considerably less risk, enabling investors to better relax and enjoy the show.

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The Woman With The Golden Gun

Gold has suffered a beating in recent days. In fact, it has been down strongly ever since Chair Janet Yellen the team from the FOMC finally cracked enough skulls to effectively convince the market that its going to raise interest rates next Wednesday. But what is ironic is that the U.S. stock market has remained largely unfazed by these rate hiking prospects at the same time gold has been getting drubbed. For if history is any guide, gold has traditionally shined well beyond its paper based counterpart in the days, weeks and months following a tightening action by the U.S. Federal Reserve.

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Turns Out There Are Many Alternatives

Apparently there is an alternative. We hear so much about how one has to be allocated to stocks in the current market environment. But has this truly been the only answer? And is this dogged dedication to stocks likely to be the best path for investors going forward?

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