It's quite the strange duality when you think about it. Undoubtedly, water is the single most important thing on Earth ... OK, so maybe it's the second most important thing (sorry, oxygen) - but you get the idea. If I go to the store and there's...

While equities could correct further, analysis suggests stocks are fairly priced and could reach new highs by the end of the year.

To create a strong core alternative allocation, advisors and investors must understand that alternatives cannot be judged by returns alone

U.S. interest rates could head significantly lower

Safe haven buying of Treasurys and the dollar could be deflationary.

Until we embrace new methods to make more reliable asset allocation choices, this equity market will keep its label as “the most unloved bull of all time.”

Flows into and out of Treasury ETFs indicate bonds may soon be overbought.

Passive investors should beware because Dorothy might look at the stock picking and asset allocation world and tell Toto, “I have a feeling we’re not in Kansas anymore.”