Although The Action Has Gotten Sloppy...

Modern times demand modern thinking in portfolio design. Learn more... Good morning. Let's start this first week of May with a review of the major market indicators an…

The Truly Contrarian View Currently Is...

Modern times demand modern thinking in portfolio design. Learn more... I always enjoy speaking in front of a group of financial advisors. Cutting to the chase, the tim…

The Weight of the Evidence Remains Positive

Modern times demand modern thinking in portfolio design. Learn more... Happy Monday. To review, our plan is to begin each week with a review of the important indicator…

Reasons to Give the Bulls the Benefit of Doubt

Modern times demand modern thinking in portfolio design. Learn more... One of the benefits of traveling is you have time to step back from the phones, the various form…

The Weight of the Evidence Suggests...

Modern times demand modern thinking in portfolio design. Learn more... As I wrote last week, my plan going forward is to start each week with a review of the important…

After Review, The Message Is...

Modern times demand modern thinking in portfolio design. Learn more... This morning, I thought we'd do a quick summary of the market environment (and what to watch for…

Give The Bulls The Benefit Of Doubt

Modern times demand modern thinking in portfolio design. Learn more... In my humble opinion, the investing game is probably more about discipline than anything else. I…

Is It Time To Worry Again?

Modern times demand modern thinking in portfolio design. Learn more... From my perch, the key takeaway from the action in the stock market over the past two weeks is t…

Longer-Term Investors Should Be...

Modern times demand modern thinking in portfolio design. Learn more... With stocks starting to look a little tired and the indices overbought and bumping into key resi…

Still Riding the Range

Modern times demand modern thinking in portfolio design. Learn more... With the S&P 500 closing Friday just 2.7% below last summer's all-time high, it is safe to s…