Analyst Articles
A Patient Plan for Bigger Paychecks
October 5, 2010
After September's rally, I'm more determined than ever to wait out lower prices and higher yields. In September, the S&P 500 rose an amazing +8.8%. While I'm not one to look a gift horse in the mouth, I think September's rise could increase the chance of a year-end market dip. Read More
How to Succeed Where 1,471 Hedge Funds Failed
September 28, 2010
My phone is an old Nokia about the size of a small brick. It doesn’t take pictures, tell me the weather or connect to the Internet. That’s the way I like it. In a world that has grown increasingly complex, I feel like a… Read More
What You Don’t Know About the Bond Bubble
September 15, 2010
Everywhere I turn, I see headlines about the “bond bubble.” “The Great American Bond Bubble” — August 18, 2010, The Wall Street Journal “The Unstoppable Bond Bubble” — August 16, 2010, Fortune Clearly, the demand… Read More
3 Investment Mistakes You Need to Fix Right Now
September 15, 2010
In 1998, Long-Term Capital Management (LTCM) lost $4.6 billion in less than four months. Although the hedge fund was led by Nobel Prize winners, noted professors, a Federal Reserve Vice Chairman and well-known Wall Street arbitrage experts, it made two basic, but costly, investment mistakes. Read More
The Daily Paycheck September Mid-Month Update
September 14, 2010
I love getting email from subscribers. Although I'm not always able to personally respond, I can assure you that I read every one. Read More
What You Should Do Now in Case the Dividend Tax Changes
September 3, 2010
Today's picks were inspired by this month's tax-related theme. Even if we do lose the qualified tax benefit, there will still be tax-sheltered income. Municipal bond funds will still enjoy tax-free status. Read More
Not All Are Bonds Bubbling
August 19, 2010
Everywhere I turn, I see headlines about the new "bond bubble." Clearly, the demand for bonds has been rising -- pushing up prices and pushing down yields. But are bonds "overpriced?" Do they represent more risk? Are they bubbling? Read More
In a former life, I worked as a manager and analyst at IBM (NYSE: IBM) for almost 20 years. During... Read More
In a former life, I worked as a manager and analyst at IBM (NYSE: IBM) for almost 20 years. During my time there, I was in charge of some pretty big budgets — some reaching nearly $100 million... Read More
In my Daily Paycheck newsletter, I buy income-generating securities for the long haul — reinvesting dividends for compound growth and income. But when I see an investment with ridiculous fundamentals, coupled with a repeating trend, it gets my trader’s heart beating. And that’s what I see when… Read More