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Matthew Crews

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  • S&P 500 Valuation: Earnings Expectations Versus Reality
    on Fri, May 17 • MSFT, SPHQ, SPLV • 3 Comments
  • Industrial Sector Review: Defense Stocks In The Bargain Bin
    on Fri, Mar 15 • LMT, XLI • 4 Comments
  • S&P Valuation: Shiller CAPE Heresy Edition
    on Fri, Mar 1 • SPY • 3 Comments
  • Material Sector Review: A Mixed Bag Of Valuations
    on Wed, Feb 27 • AA, FCX, IP • Comment!
  • The 4 Horsemen Riding To The End Of The Secular Bear Market
    on Wed, Feb 27 • CSCO, DELL, INTC • 3 Comments
  • The Paint Is A Bit Rosy For This Housing Recovery Play
    on Thu, Feb 21 • XLB, SHW • Comment!
  • Value Investor Radar: Stryker
    on Sat, Dec 22, 2012 • SYK • 2 Comments
  • The Utility Sector On Discount Plus One For The Radar
    on Tue, Nov 20, 2012 • D, EXC, XLU • 29 Comments
  • Ivy Portfolio 2012: Yin And Yang
    on Thu, Nov 8, 2012 • DBC, EEM, EFA • 19 Comments
  • Volatility Is A Risk Worth Shorting
    on Wed, Sep 19, 2012 • ACG, AGG, SPLV • 2 Comments
  • Sometimes It Pays To Ignore The Fundamentals
    on Wed, Sep 5, 2012 • EEM, EWI, SPY • 11 Comments
  • S&P 500 Valuation: Reversion To The Mean Edition
    on Fri, Aug 10, 2012 • IWD, IWF, SPY • 9 Comments
  • Bull Market Or Bull Trap?
    on Fri, Jun 22, 2012 • DBC, EEM, RWX • 16 Comments
  • Getting Whipsawed: Only In Hindsight
    on Wed, Jun 6, 2012 • IWF, GTAA • 2 Comments
  • Staying Committed To Europe - Even If It Is In Cash
    on Fri, May 25, 2012 • EWI, PID • 18 Comments
  • Asset Allocation Opportunities Are Opening Up
    on Fri, May 18, 2012 • QQQ • 4 Comments
  • Portfolio Positioning: Revisiting The Nemesis Theme
    on Fri, May 11, 2012 • ACCU, ACWI, EEM • 3 Comments
  • The Mid-Cycle Pickle: An Asset Allocation Primer
    on Thu, May 3, 2012 • AGG, DEM, EEM • 3 Comments
  • Risk On Rolls On Into May
    on Sun, Apr 29, 2012 • DBC, GLD, TLT • 1 Comment
  • The Elephant In The Room For Passive Asset Allocation Strategies
    on Fri, Apr 27, 2012 • EELV, IDLV, SPLV • 19 Comments