Here are my takeaways from a recent ETF conference.
Why we think gold may rebound in 2014.
Savers are being punished in the aftermath of the financial crisis.
US Treasuries are the Rolls Royce of collateral. If that changes, watch out!
Expect a bumpy ride for stocks given the coming Washington budget drama.
Blackstone has pulled together an interesting real estate portfolio.
The U.S. unemployment picture remains pretty grim.
Still with stocks with strong cash positions next year.
Microsoft is a category killer and boasts a nice dividend.