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The Bubble You Know Is Better than the Bubble You Don’t

Last week I had the pleasure of appearing as a guest panelist on the Fresh Outlook business news program, where we discussed if the Fed’s massive quantitative easing program created a “bubble” in the U.S. financial markets. Given trillions of dollars were pumped into the economy following the 2008-2009 stock market crash, is the asset […]

Grading My 2014 Predictions

I hit the bull's-eye with all five, though it took the huge year-end crude slump to make that happen.

Where to Find Yield and Value

There’s a lot going on in the utility space these days. But there are also opportunities to be found below the headlines, using old-school valuation metrics passed down from masters such as Graham and Buffett.

Miles to Go: The EPA and GHG

New rules covering emissions from existing power plants are imminent, though resolution and impact are still a prolonged court fight away.New rules covering emissions from existing power plants are imminent, though resolution and impact are still a court fight away.

Will Comcast, Time Warner Make Broadband Connection?

Comcast Corp’s (NSDQ: CMCSA) big bid for Time Warner Cable Inc (NYSE: TWC), expanding its combination of “conduit” and “content,” will get plenty of federal scrutiny.

Why the Keystone XL Is Not So Key

Despite the hype about stopping the mining of the oil sands, Canada’s energy producers have no shortage of attractive alternatives if the US blocks the pipeline

The Fed’s New Sheriff and Double Barreled Inflation

Janet Yellen probably won’t shoot fast enough to kill inflation.

News and Markets: A Useful Lesson

Markets usually trump headlines.