A really simple chart that illustrates an incredibly powerful trend. Emerging markets have been atrocious investments for almost 7 full years now. To me, it’s almost entirely a dollar phenomenon. The theory is that strength in emerging market stocks is predicated on one thing: demand for commodities. When China, Korea, Taiwan and India are buying…

Just catching up on some reading after a long weekend – wanted to share to very important posts about portfolio construction that you shouldn’t miss…

The New York Times is out with an investing column that posits the following: You should be 100% stocks in your portfolio because, given enough time, they should outperform everything else you can possibly own in an investment account. And here is the data that “proves” it – as long as you’re willing to bet…

Our love is like the padlocks on the Pont des Arts, in Paris—

At turning points, it is not the headlines in the news that matter, but the way they’re being reacted to.

Revisiting the bad old days…

It’s a mess out there.