This article was originally published on TheStreet.com on May 7th, 2014 at 6:30am EST For whatever reason it feels like the collective guard is up in the investment community. We have Russian/Ukrainian tension, the stock market seems to be bumping up unsuccessfully against resistance, and nobody can seem to explain why Treasury yields are dropping despite the Fed tapering and a strengthening…
Indecent Exposure [To Commodities]
This article was originally published on TheStreet.com on April 24th, 2014 at 6:30am EST Before there were alternative investments (“alts”) or hedge funds, having some exposure to commodities served as a good way to diversify a portfolio against stock market volatility. Historical correlations to the stock market are rather low, or at least sporadic, and owning commodities can also be seen as…
The Rates Of Wrath
This article was originally published on TheStreet.com on April 15th, 2014 at 6:30am EST In the wake of an absolutely stellar performance last year, thus far in 2014 we are hearing a lot about what’s not working for investors, both professional and retail. The major indices have had a rocky go of it, and the recent sell-off in the NASDAQ momentum names…