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  • Russ Koesterich Positions For 2015: Beware Divergences Of The Central Banks
    Editors' Pick • Tue, Jan. 20 SPY, DIA, QQQ 1 Comment

    Summary

    • The pending divergences of the Central banks are preeminent this year.
    • Normally the VIX is about 20% and it's not unusual to have periods when the spike is up to 30%, indicating that there is some real fear in the market.
    • Asia is one of the more interesting opportunities in 2015.
    • This U.S. recovery is different than anything we've seen in the past.
  • Jeff Miller Positions For 2015: Still Plenty Of Life In The 'Aging Bull'
    Editors' Pick • Fri, Jan. 9 ESV, VLO, MPC 71 Comments

    Summary

    • The main economic theme is that there is no expiration date on the business cycle.
    • None of the best recession forecasting methods are flashing a warning for 2015.
    • Markets hate uncertainty, but that is the story on the interest rate effect.
    • Investors would do well to ignore the popular press and do some independent thinking.
  • GeoInvesting's Maj Soueidan Positions For 2015: An Outstanding Year For Micro-Cap Investors
    Editors' Pick • Thu, Jan. 8 LAKE, OBCI, MNTX 3 Comments

    Summary

    • We love sleeper stocks, and we believe there's plenty of money to be made from them.
    • The management teams of smaller companies are much more accessible than those of larger names if you are a non-institutional investor.
    • The elimination of QE should give the economy a chance to improve on its own merits giving investors confidence that companies don't require the Fed’s juice to sustain growth.
  • Donald van Deventer Positions For 2015: It's No Time To Go Double Or Nothing
    Editors' Pick • Wed, Jan. 7 2 Comments

    Summary

    • From university and public pension funds to individual investors, we find investors consistently overlooking their cash needs in deciding their asset strategies.
    • My major real estate focus would be to control one’s housing costs in all dimensions so that you are protected if inflation and rates rise.
    • The theme is “be very careful” and understand how a changing environment can help or hurt you.
  • Jennifer Warren Positions For 2015: Finding Energy Innovators And Problem Solvers
    Tue, Jan. 6 GE, HASI, LMT 24 Comments

    Summary

    • In 2015, I will continue to see how the balance of oil and gas-weighted firms plays out.
    • I believe in the approach of investing in the 'sustainable infrastructure' space.
    • A holistic approach is needed to accommodate these demands at the least cost with the highest purpose use of resources.
  • Dana Blankenhorn: Why Your Money Should Be On Tech In 2015
    Editors' Pick • Fri, Jan. 2 AMZN, CRM, FB 36 Comments

    Summary

    • The trend is the key, clouds and devices.
    • The purpose of a cloud is to sell your services, not someone else's.
    • For a device to have a moat, it must be unique and stay unique.
  • Roger Nusbaum Positions For 2015: Thinking About Deflation In Some Markets
    Editors' Pick • Dec. 31, 2014 SPY, QAI, GLD 8 Comments

    Summary

    • Declines that no one is worried about tend to be more serious than crashes which have a tendency to snap back quickly.
    • Look for smaller countries that either move to their own beat like New Zealand or countries that are on great fundamental footing but have been hit hard like Norway.
    • Don’t underestimate luck when you have a two or three year period of outperformance.
  • DoctoRx Positions For 2015: I Have Cut Back On My Exposure To All Biotech Substantially
    Editors' Pick • Dec. 30, 2014 EW, GILD, CELG 45 Comments

    Summary

    • Catalysts for biotech include disappointing economic growth, breakthrough products, and more publicity about advances coming from the sector.
    • The oncology field is crowded and has gotten a bit impenetrable for non-oncologists.
    • The most exciting "platform" trend is using advanced biopharmaceutical techniques to develop orally-available molecules that work acceptably in large numbers of people.
    • I have cut back my exposure to all biotech substantially. The field is immensely complicated, burdened by litigation, full of exciting possibilities, and littered with investment minefields.
  • Marc Chandler Positions For 2015: It's Not The Things We Know That Get Us Into Trouble
    Editors' Pick • Dec. 29, 2014 FXE, UUP, FXY 23 Comments

    Summary

    • Several of the key developments this year surprised even the most seasoned of investors.
    • The divergence of monetary policy, interest rate differentials and growth trajectories, favor the United States over the eurozone and Japan.
    • We looked at different factors that could make the U.S. underperform and Europe and Japan exceed expectations.
  • Brad Thomas Positions For 2015: Attractive Opportunities Present Themselves In REITs
    Editors' Pick • Dec. 23, 2014 ARCP, AVIV, BT 88 Comments

    Summary

    • By focusing on dividend safety, investors can find the best possible alternatives.
    • Diversification is critical for not only REITs but all asset sectors.
    • Within the Equity REIT sector, I believe that the Healthcare REITs offer the best overall value.
  • Finding Alpha In Event-Driven Patent-Litigation Investments
    Editors' Pick • Feb. 20, 2014 PRKR, QCOM, PANW 8 Comments
  • Positioning For 2014: Guide To The Series
    Dec. 24, 2013 12 Comments
  • Jeff Miller Positions For 2013: Current Risk/Reward Favors Stocks Over Bonds
    Editors' Pick • Jan. 7, 2013 CAT, AFL, JPM 22 Comments
  • Caiman Valores Positions For 2013: Colombia, Chile Offer Best Upside In Latin America
    Editors' Pick • Jan. 4, 2013 YPF, COLX, EWZ 55 Comments
  • Tom Lydon Positions For 2013: An ETF Trend-Following Strategy For All Seasons
    Editors' Pick • Jan. 3, 2013 RYT, AAPL, HYG 2 Comments
  • Arne Alsin Positions For 2013: A Stock Picker's Market, Par Excellence
    Editors' Pick • Jan. 2, 2013 NCR, AMZN, GE 29 Comments
  • Tim Iacono Positions For 2013: Most Investors Seriously Underweight Precious Metals
    Editors' Pick • Jan. 1, 2013 GLD, IAU, SLV 38 Comments
  • Casey Smith Positions For 2013: Passively Allocating To Long-Term Healthy Asset Classes
    Editors' Pick • Dec. 31, 2012 SHY, MINT, VCSH 7 Comments
  • Gary Gordon Positions For 2013: Alternative ETF Strategies For Everyday Portfolios
    Editors' Pick • Dec. 28, 2012 PFXF, TLT, SPY 4 Comments
  • Dave Van Knapp Positions For 2013: Tuning Out Market 'Noise' With Dividend Growth Investing
    Editors' Pick • Dec. 27, 2012 BAC, KMP, CVX 264 Comments
  • Eric Parnell Positions For 2013: Gold's An Essential Diversifier In Any Portfolio
    Editors' Pick • Dec. 26, 2012 GTU, CEF, PSLV 80 Comments
  • Larry Swedroe Positions For 2013: Resist The Temptation To Stretch For Yield
    Editors' Pick • Dec. 25, 2012 IEF, TIP, AMJ 148 Comments
  • Marc Chandler Positions For 2013: A Global View Of Forex Catalysts And Potential Headwinds
    Editors' Pick • Dec. 24, 2012 UUP, UDN, DBV 5 Comments
  • Positioning for 2013: Guide To The Series
    Dec. 21, 2012 3 Comments
  • The Financial Lexicon Positions For 2013: Limited Bond Market Opportunities Mean Patience Is Key
    Editors' Pick • Dec. 21, 2012 HYG, IEF, TLT 9 Comments
  • Roger Nusbaum Positions For 2013: Think Long Term, Invest Globally
    Editors' Pick • Dec. 20, 2012 EPRO 27 Comments
  • CEO Interview: Energy - Bart Demosky Of Suncor Energy
    Apr. 27, 2012 SU 8 Comments
  • CEO Interview: Energy - Tom Ward Of SandRidge Energy
    Apr. 20, 2012 SD 12 Comments
  • CEO Interview: Energy - C. Park Shaper Of Kinder Morgan
    Editors' Pick • Apr. 13, 2012 KMP 14 Comments
  • CEO Interview: Energy - Clarence Cazalot Of Marathon Oil
    Editors' Pick • Apr. 5, 2012 MRO 9 Comments
  • Win An iPad In Seeking Alpha's 1 Million User Haiku Contest
    Mar. 26, 2012 266 Comments
  • Seeking Alpha 1,000,000: The Greatest Hits, Editorial Edition
    Editors' Pick • Mar. 26, 2012 3 Comments