The Russell 2000 had a good year — all things considered. The index has gained 13.7% in 2017... Read More

The Russell 2000 had a good year — all things considered. The index has gained 13.7% in 2017 compared to a 19.6% return for the broader S&P 500 index. Both indices are charted in the graph... Read More

28 years ago, everyone was talking about how great the Japanese economy was performing. Its stock... Read More

28 years ago, everyone was talking about how great the Japanese economy was performing. Its stock market was hitting all-time high after all-time high, and investor money was flowing freely into the... Read More

It’s amazing to think that most investors fight major trends in the markets. Despite... Read More

It’s amazing to think that most investors fight major trends in the markets. Despite countless volumes of academic and professional research extolling the virtues of a long-term investment... Read More

Even if you believe economic growth and corporate earnings will pick up, it’s difficult to... Read More

Even if you believe economic growth and corporate earnings will pick up, it’s difficult to make the case that shares of U.S. companies are fairly-valued. Companies in the S&P 500 are... Read More

Long second fiddle to the United States, China is racing to become the world’s largest... Read More

Long second fiddle to the United States, China is racing to become the world’s largest economic power. Investors who heed the call are positioned to ride the bullish wave to handsome profits... Read More

I love discovering alpha in the stock market. Alpha, in this context, means excess returns relative... Read More

I love discovering alpha in the stock market. Alpha, in this context, means excess returns relative to the return of a passive index fund over the same time period.  Alpha is the goal of every... Read More

We considered it “one of the biggest areas of opportunity in the coming years.” We even... Read More

We considered it “one of the biggest areas of opportunity in the coming years.” We even said, “this portfolio could provide some very lucrative picks…”  That was... Read More

The eurozone is experiencing a perfect storm of bullish catalysts. Tremendous profits are available... Read More

The eurozone is experiencing a perfect storm of bullish catalysts. Tremendous profits are available for risk-embracing investors who heed the clear economic signals.  The Risk Make no mistake,... Read More

Canada is a weird place. Having lived in Ottawa for several years, I have experienced first-hand... Read More

Canada is a weird place. Having lived in Ottawa for several years, I have experienced first-hand both the differences and similarities between the United States and Canada. But while the popular... Read More

The French are funny. They smoke cigarettes while riding bicycles. They hail Jerry Lewis as a... Read More

The French are funny. They smoke cigarettes while riding bicycles. They hail Jerry Lewis as a filmmaking genius. My favorite scene in Monty Python and the Holy Grail is when King Arthur and his men... Read More