This is a hard time to be managing fixed income. Yes, if you are at a big shop with access to deal flow, not so bad — but when you are small like me and have limited tools for a small client base (less than 10% of my assets are fixed income… smart people, because […]
By Michael Allison:
SilverCrest (SVLC) owns the Santa Elena Mine in Mexico. The mine is a high-grade gold and silver producer. On January 16th,
The Volatility Machine, or, Developed Markets Sneeze and Emerging Markets Catch a Cold Record Cash Leaves Emerging Market ETFs on Lira Drop http://t.co/KSVS4qlrGb Sold mine b4 the 1st Fed taper; China’s fin’l sys vulnerable $$ Feb 01, 2014 Calm Broken in Markets Amid Concern of Emerging Contagion http://t.co/VnMtRrqXgs Emerging mkt…Sorted Weekly Tweets
By George Kesarios:
The problem with companies that have high expectations backed into their stock is that if they miss the street’s forecast by just a small margin, then they fall like a rock. That’s what happened with Amazon (AMZN) after the closing bell o…
Caterpillar’s (CAT) quarterly results pretty much revealed what many investors were already expecting: ongoing sales declines. Caterpillar reported fourth quart…
By Stock Gamer:
Since achieving its 52-week high of $82.50 in November 2013, the share price of Starbucks (SBUX) has pulled back by almost 14% due to market’s
I was informed last week by Apu Kumar, SVP for Global Sales & Business Development of privately-held BlueStacks, that his company is working on a custom version of their Android…Good News: Custom BlueStacks For Dual OS AMD Devices
In an effort to help make filing taxes easier this year, we are breaking down the various IRS tax forms to help you know if you need them, and how to use them. There are multiple versions of Form 1098: the 1098, the 1098-C, 1098-E, and 1098-T. 1098 Form The original 1098 form is used […]What Is a 1098 IRS Tax Form – 1098-C, 1098-E, 1098-T…
Equity markets have been shaky to start the year but we don’t believe it’s time to abandon ship. The fundamentals in the United States continue to look appealing and the recent pullback has helped to correct some sentiment and valuation concerns. We are watching the fight against deflation carefully in Europe and Japan, and believe both c…
With key stock indices in the US closing the year near historical highs and many pundits predicting stronger growth rates both in the US and globally going into 2014, one would think bargains would be hard to find this year. January’s volatility, however, proved just how unpredictable markets can be. The recent market gyrations may be somewhat …
Buy what you know. It’s an old admonition, and on the surface a sensible one. Focusing your investments on those companies that you’re most familiar with should help mitigate the risk of a bad investment choice. Unfortunately, like a lot of conventional wisdom, it’s wrong. Concentrating your portfolio to local investments, while com…
This month, we sing happy birthday to Apple. It was 30 years ago that Apple introduced its first Mac computer. What was novel then is commonplace today and far less clunky. For those old enough to remember what that boxy looking thing was like, it’s hard to believe how far we’ve come. Carl Icahn bought another $500 million more shares of …
Investors should not focus on how rising rates may affect high yield. Instead, they should take a more thoughtful approach. This means they should not expect double-digit returns, nor should they reach for yield by buying triple-C bonds. At this point in the credit cycle, when concerns begin to develop disproportionally in lower-rated credits, invest…
Here is our list of official National Football League penalties – as applied to investors. Don’t get penalized, think your way through today’s environment, or find a money management specialist who can.For more information about Advisor Perspectives services, click on the advertisement below:
The negative stories on emerging market economies are coming hot and heavy. Consider this New York Times article entitled Dark Side of Capital in Emerging Markets, where they quoted Morgan Stanley’s bearish views:Morgan Stanley, which has been among the most bearish on emerging markets in recent months, looked at a variety of indicators this week and…
You may think that government benefits are tax-free, but that isn’t necessarily the case. In fact, several of the most common benefits claimed by Americans – unemployment, Social Security, and disability – do generate a tax bill. If you receive government benefits, understanding and keeping track of what will be taxed is key to gett…
This weekend, I head to the resource-rich continent of Africa. My journey begins at the 2014 Investing in African Mining Indaba, where I plan to give a keynote speech to a room full of mining ministers and industry experts. I’m honored to be presenting along with other keynote speakers, including Susan Shabangu, South African minister of minera…
It may be something symbolic such as a small rate cut or possibly a more substantial move such as a new LTRO program (discussed here), but the European Central Bank will be forced to loosen monetary policy in the near future. Here are the reasons:1. Liquidity: The ECB’s (technically the consolidated Eurosystem’s) balance sheet is stll dec…
China’s shadow banking products are coming under the spotlight. Emerging markets: Be sure to differentiate. The fixed income sector’s surprising strength.For more information about Advisor Perspectives services, click on the advertisement below:
Diversified Asset Allocation Portfolios For Your Plans
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
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