Stocks & Bonds

What the US Dollar Equities Correlation Is Telling Us

As most market participants are aware, there has been a strong correlation between the US Dollar and US Equities over the past 30 years. As many analysts have said before, “a weakening dollar is good for equities.”  However, I would argue that the US Dollar Equities correlation isn’t quite that…

Options Education: The Butterfly Options Strategy

One of the more difficult aspects of writing a column such as this one is that I have little or no idea of the relative sophistication of my readers. Do most of them have an in depth knowledge of options? Or, is most knowledge rudimentary puts and calls? I hate…

The Best of See It Market – July

Stock Market momentum returned in July, as stocks overcame a stealth June correction to print new all-time highs. And See It Market was all over it, sharing solid content on the pulse of the markets from nearly 20 “boots on the ground” professional bloggers. With this in mind, special thanks…

Investing Idea: Money Remittance Stocks

Back in December 2012, I briefly touched on money remittance flows specifically to Asia.  In this post, I would like to touch on playing this theme with a few stocks in the space. I think that money remittance, especially electronic via mobile devices), will continue to increase in the future based on…

Video Blog: Is an October 2007-Like Stock Market Top Days Away?

After seeing the S&P 500 drop over 50% in both the 2000-2003 and 2007-2009 bear markets, investors are understandably hesitant to redeploy their hard-earned cash back into stocks. Many assume stocks must be about to make a major top. Is there hard evidence to support that assumption? Are we nearing…

Small & Mid Cap Market Leadership A Healthy Sign

Since it can provide valuable information about investors’ tolerance for risk, monitoring market leadership is a worthwhile habit. When conservative consumer staples lead, it sends up some yellow flags. When mid caps and small caps lead, it is indicative of a bullish acceptance of risk. Screening With Relative Charts to…

Crafting the Right Approach to Sustainable Investing

My previous post on sustainable investing introduced the concept and concluded that making sustainability a focus or a part of your investment criteria can help reduce risk, while generating better risk adjusted returns. In fact, earlier this year Harvard University “agreed to create a senior position at its investment management…

Sci-Fi Friday: Russell 2000 About to Cross the Streams

Market-leading small-cap benchmark Russell 2000 (RUT) just closed out the last full trading week of July +23.7% YTD, currently outpacing…just about every major asset class that exists.  Ordinarily, this would be cause for celebration. But in this case, we’re all doomed. It turns out too far too fast may be too…

Is the Housing Recovery Faltering?

Something interesting happened on the way to the much-vaunted Housing recovery. To the apparent dismay and consternation of the Fed and homebuyers waiting in the wings everywhere, longer-term rates rose following the May 1 FOMC meeting as speculation about the timing, pacing and intensity of the central bank’s LSAP taper…