I’m High On Drugs

With all that is unfolding in the economy and the markets, I am high on drugs.  Selected segments of the health care sector are offering some of the most attractive investment opportunities across capital markets today.  While certain challenges must be overcome, they are also holdings that are ideally suited for the coming economic and market environment that lies ahead.

Please click on the link to read more of my article on Seeking Alpha.

Stock Rally: Winners, Losers And Opportunities

The stock market has started off the fourth quarter with a bang. The notion that we would see a measurable bounce in the final months of the year was certainly anticipated, but the fact that we have already seen such a strong move so quickly into the new quarter is certainly notable. Given the intensity of the recent advance, it is worthwhile to assess the winners and the losers thus far as well as evaluating the opportunities that remain.

Please click on the link to read more of my article on Seeking Alpha.

Biotech: Will There Be Blood?

The health care sector has been a stellar performer since the outbreak of the financial crisis. The traditionally defensive sector held up better as stocks descended lower, and they have more than kept up the pace during the bull market over the last six years. A primary driver of this strong performance has been the biotech sector. But after an exceptionally strong run in recent years, it is worthwhile to consider whether this performance may have been a bit too good. In other words, is the biotech sector set up to bleed when the new bear market finally gets underway? And could it pull the health care sector down with it?

Please click on the link to read more of my article on Seeking Alpha.

2015 Outlook: Pain

The U.S. stock market has provided a blissful time for investors over the last several years. It has been almost six years now since the turmoil of the financial crisis dissipated. And with each passing year, U.S. stock market volatility has become less and less as the financial crisis starts to become an increasingly distant memory. But that may all be about to change as we enter into 2015. In fact, the change may already be underway. After so many comfortable years, a new challenge has finally arrived for the U.S. stock market. Thus, my market prediction for 2015: Pain.

Please click on the link to read more of my article on Seeking Alpha.

Playing Defense All Around The World

Many investors today are feeling conflicted. In one respect, they see a U.S. stock market that appears completely unyielding in its persistence to the upside despite the fact that we will soon be entering the sixth year of what is currently the third longest bull market in history. As a result, they want to participate in any further upside stocks have to offer. On the other hand, they see a stock market that will soon be entering the sixth year of a bull market on what has been more than dubious fundamentals all along and that has just now lost the monetary policy fuel from QE related asset purchases that helped propel it higher for so many years. Consequently, they are reluctant to participate any further amid the fear that they might be committing fresh capital to the market just as the graying bull market is finally coming to an end. What is the conflicted investor to do? One possibility is to consider playing defense all around the world.

Please click on the link to read more of my article on Seeking Alpha.