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.”

Five ETFs dominate the absolute-return category. Do they deliver what they promise?

In my last blog post I discussed leverage as a tool to outperform in certain market environments. The various investment options we reviewed were all focused on increasing or otherwise shaping the upside potential of structured investments. Now l...

The Russian economy is a basket case, corporate governance is weak, the outcome of the conflict with Ukraine is less than certain, and a combination of sanctions and fear are causing capital to flee the country. Long story short, there is little...