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THE VALUE INVESTOR’S DILEMMA

I don't talk about our positions anymore. Well, scratch that. I do talk...

DECLINING BOND YIELDS SHOULD HAVE THE ATTENTION OF EVERY INVESTOR

Of the literally thousands of data points available to investors in order to...

THE PRIMARY LEADER FOR THE CURRENT BULL RUN HAS BROKEN DOWN

While there is continuing reason to believe that the foundation remains in...

ARE THE TRUMP TRADES IN THE BEGINNING STAGES OF BEING UNWOUND?

It always seemed fairly obvious that the markets, for better or worse, would...

ONE FOOT OUT ON TAX REFORM

Donald Trump speaking in an interview with FOX Business that aired today:...

QUIET LUSTING FOR A BULL MARKET TOP

There is a certain quiet lusting taking place among investors for a bull...