06.10.15
Global investing is changing
The global investing landscape is changing and your portfolio should as well. A strong US dollar can have significant consequences for US dollar-based investors' foreign exposure and now is the time to consider the impact currency can have in a global portfolio.
05.28.15
Rich Bernstein on BNN
The Bull market entering sixth inning: Bernstein
05.11.15
ETF Report- Hype or High Yield?
ETF.com's Cinthia Murphy sits down with Rich to discuss what is truly driving the markets.
05.11.15
Time to look at South Korea
The continued deflation of the global credit bubble has led to widespread overcapacity which is forcing countries to fight for market share. South Korean stocks might benefit from this developing and important secular backdrop.
04.7.15
Valuation Normal for Mid-Cycle Period
While not as headline-catching as some of the doom and gloom market predictions currently circulating, our indicators suggest that the equity markets are fairly valued and are in the midst of a mid-cycle environment.
03.9.15
The Dollar isn’t the Peso anymore (Part II)
The US dollar rally is in its seventh year and we expect this trend to continue. Many observers, including the Fed, continue to worry about inflation. However, we think a strong USD and disinflation/deflation seem more likely than inflation so long as global overcapacity forces nations to fight for market share and depreciate their currencies.
02.6.15
Bonds or Jeter?
In baseball, batters choose to either swing for the fences in hopes of a home run or go for more consistent base hits. These same principles are highly relevant to the current market environment and long-term investment success. So, see if you really want home run hitters in your portfolio?
01.15.15
Are MLP returns correlated to oil prices? You bet they are!
Think MLPs are a diversifier against the energy sector? Think again! The recent decline in the price of oil has many investors worried, however, they seem to be less concerned with its impact on MLPs than they should be.
