Despite a weak Q1, the U.S. economy still has momentum. Strategies Five reasons I’m still optimistic about the economy
Netflix has impressive top-line and earnings-per-share growth. Strategies Netflix’s growth potential justifies its sky-high valuation
Why we are keeping our portfolios "risk on" for the rest 2013. Strategies We favor large caps, overseas markets and energy MLPs
When Washington stays out of the way, good things can happen to stock prices. Strategies Why Washington gridlock is good for stocks
The Fed has created an asset driven economy. Strategies I’m overweight large cap tech stocks in this Fed-fueled market
We are bullish on the S&P 500, Nasdaq, gold, and bonds. Strategies There’s a ton of cash searching for higher returns
Japan could be a big upside surprise for investors next year. Strategies We like Japan and biotech stocks in 2013
The company's software helps balance supply and demand in a power grid by adjusting power use during peak demand periods. Strategies EnerNOC: A smart green energy play
The recent market weakness will prove temporary. Strategies We like Japan, electronics and semiconductors
We have new signals: a buy on gold and a sell on bonds. Strategies Does the market rally signal a Romney-Ryan win?
U.S. unemployment is correlated with the Chinese economic growth rate. Strategies The ties that bind the Chinese economy to US jobs …
With volatility at more reasonable levels, the market is no longer chaotic. Strategies As markets calm, buy stocks and gold and sell bonds