The are signs of improvement in housing, automotive and clothing industries.
The pain in Spain is a buying opportunity
The prices in Madrid’s stock market are downright extraordinary.
In this uncertain market, portfolio balance is key
The broad market is facing some serious headwinds.
Staying defensive with focus on gold, commodities and long bonds
I expect that the quantitative strategy will change to a more aggressive stance when the current correction works through.
Why SpongeBob SquarePants is my hero
If you ever look at cable ratings for television programs, Spongebob Squarepants is consistently in the top 20.
Facebook has potential as an e-commerce platform
They'll monetize it by allowing smaller companies to build businesses on top of their database.
Model benefits from strong healthcare gains
The month of April was kind to the Healthcare Model.
Persistence pays off in April
The Buy and Hold model managed to do well relative to the S&P index during the month of April.
The real lesson of the 2010 flash crash
Market turbulence is something that can be embraced rather than shunned.
The market remains in a positive trend, despite turbulence
The market in general remains in an uptrend that likely will lead to multi-year highs.