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Stocks tumbled today after staging an impressive rally in recent sessions. The decline was in part sparked by employment news. Several prominent companies from diverse industries have announced layoffs of late. Yesterday, for instance, Alcoa announced that it was laying off 13 percent of its workforce. Read More

Short-Term Key +12 Long-Term Key +54   ------------------------------------- Inside this first update of 2009...   ***** Happy New Year on the market. ***** The impending tax cut. ***** More on the Great Depression (or, why stocks could rally without an economic recovery!) Read More

Growth Portfolio, FundFolio: Sell American Century Target Maturity 2025 Fund (BTTRX)   The financial crisis that hurt stock investors was kind to zero coupon bond investors and holders of our recommendation: American Century Target Maturity 2025 Fund (BTTRX). Read More

Red Alert – Fast Track Buy to Close Short Position in Palm (PALM) Our short position in handheld device maker Palm has acted well and is showing a nice gain. The company has struggled to keep up with competitors Apple (Growth Portfolio)… Read More

TCI Market Update and Orange Alert: Growth Portfolio: Mosaic Co., (MOS) In today’s trading session, the equity markets continued their desperate signaling to our lawmakers that a rescue package is more than necessary. As credit markets continue to lock up, the crisis continues to worsen. A slew of news… Read More

It comes as no surprise that gold was one of the best performing assets this year. Rising inflation followed by financial turmoil were just the recipes for gold’s success. The metal did stumble this past fall, but that was driven primarily by forced liquidation at hedge funds eager to raise cash from any source to meet margin calls in the stock market. Read More

Short-Term Key +12 Long-Term Key +57   ------------------------------------- Inside this New Year's Eve update...   ***** Our holiday reading and the lessons it teaches about economic crises. ***** How the 1930s taught the government how to fix the economy this time. Read More

In light of the market’s wild gyrations in recent months, we’ve decided to introduce a second, mid-week Market Update to keep you apprised of our thinking   Read More