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Foretelling the future isn’t our stock in trade. But here are several issues we think will impact markets during the year ahead.
Shinzo Abe’s victory in Japan’s election Sunday cements his policies in place and ensures political stability. In the short-term, Japan’s market should do well, although the yen will likely be weak.U.S. income investors should take advantage of this, but in the longer-term, perhaps two years out, trouble looms.Abe’s policies have come in three parts. First, […]
It’s been a wild ride for energy companies during the second half of 2014. E&Ps have gotten hammered, while midstream service providers have sold off but have held up relatively well.
With these shares, you have a broad exposure to one of the world's most successful economies.
We do it 11 times a year--once a month save December. Here's the tale of our Thanksgiving Week web chat.
Recent policy moves will mean big opportunities for investors
A number of new trends and shocks are creating new investment opportunities
It’s been beaten down unfairly, and two banks are ripe for the picking.
Oil appears to have settled around $80 per barrel for West Texas Intermediate crude, close to $20 below its 2013 and 2012 averages of $98 in each year. If this is to become a long-term level, then the lower oil prices will work through the global economy, producing both winners and losers. Our Global Income […]
It’s already been an exciting fall, and there’s more sound and fury in store.