Oh my… From Bloomberg: About 35,000 people waved towels and banged inflatable noisemakers as Primerica Inc. (PRI)’s co-Chief Executive Officer John Addison walked across the stage of the Georgia Dome in front of exploding fireworks. “What we need, Primerica needs, is you, you, you in your seat right now, at your best to commit to go…

In a recent missive from Nick Colas, I found this awesome gem, from an anecdote about sitting with the in-house shrink of a hedge fund he used to work at: The first year I worked at a hedge fund, I spent an hour late every Wednesday afternoon with the firm’s psychiatrist.  It wasn’t just me.  My trading…

Hey you! Guy who runs the largest bond fund on earth…what do you think of buying bonds here? “We think it’s a great time to be buying bonds!” How about you? Guy’s who writes books and newsletters about gold and does investment banking for junior gold miners and sells gold to retail investors – is…

I’m sure you’ve read and heard enough about about yesterday’s FOMC release and attendant press conference so I won’t bore you with more. I’ll just quickly say the most important three points are these: 1. Bernanke stuck to his guns and tried to strike the right balance between hawk and dove. He didn’t give back…

So this is interesting…bonds resume their sell-off after the FOMC plays coy on tapering. Stocks follow suit. The same correction we’ve been in has now continued – led by fixed income and “bond-like stocks”. Note the high dividend payers getting clocked along with the bond markets. Energy and Materials are the very best performers! What’s…

Most advertising and media stocks are essentially in a cyclical business – ad growth ebbs and flows with economic growth and the overall pie grows or shrinks accordingly. But web advertising is growing regardless of the overall advertising pie and this makes Google the ultimate secular growth story in the space (unless Facebook someday gets…

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The technical analysis legend makes an important point in his June newsletter on the heels of 2013’s first stock market correction… An old Wall Street adage: “During a market sell-off/correction, the sectors that go down the least and/or suffer minimal technical damage are the new leaders”. Between May 22nd and June 6th, the best performing sectors…

In the short-term, having a strategic cash pile can be an excellent way to take advantage of opportunities – but in the intermediate to long-term, “sitting in cash” can cost you a lot more than you think. Today’s chart comes to us from BlackRock, burn this image into the back of your eyelids for the…