Long/Short Investments
Contributor since: 2016
Latest Articles
Are Japanese Equities Cheap?
Are There Any Good Deals In The Market? (Q4 Update)
Bearish On The Fed's Ability To Raise Rates? Implications For Oil
What The Velocity Of Money Tells Us About The Market
Can The 10-Year Yield Rise Above 3% By The End Of This Cycle?
How Often Should You Rebalance A Portfolio?
Mylan: Is This Generics Maker Part Of The Bargain Bin?
All The Central Bank Bashing Is (Mostly) Pointless
Are There Any Good Deals In The Market?
China's Debt Situation Is Worsening, But Short-Term Bullishness Can Make Sense
Asset Allocation Strategies For Margin-Restricted Accounts
Japanese Equities Are In Good Shape For Now
How Much Diversification Is Enough?
The Phillips Curve Is Dead: Why Lower 'Unemployment' No Longer Causes Inflation
Verizon: Did It Overpay For Straight Path?
The Most Important Rule In Investing
Rethinking The '50/50 Portfolio'
Why Monetary Tightening Is Not A Headwind To The Stock Market
Does Tax Reform Hurt The GSEs?
How The Next Recession Could Be Worse Than The Financial Crisis
How To Time The Market (Or At Least One Particular Way To Approach It)
Financial Choice Act: Positive For U.S. Bank Stockholders, Negative For Creditors
How To Design A Portfolio That Mimics The S&P's Returns At Half The Volatility
What Is The Intrinsic Value Of The S&P 500? (May 2017 Edition)
My 'Buy-And-Hold' Portfolio Allocation Strategy
Costco: Time To Cash Out?
eCobalt Solutions: Getting U.S. Equity Exposure To The Cobalt Metal Revolution
Threats To Emerging Markets (Higher Inflation, Higher Rates, Higher Dollar) Are Overblown
Philippines: A High-Growth Market, But Is It Investable?
Is This 7% Yielder Turning Into One Of The Market's (Few) Bargains?
Bonds: Forward Returns Don't Look Good, But Not A Place For Shorts Either
Why The Fed's Balance Sheet Unwinding Won't Roil The Markets