“Where are the customers’ yachts?” It was a question the tour guide didn’t... Read More

“Where are the customers’ yachts?” It was a question the tour guide didn’t expect. He was taking a group of tourists through the financial district in lower Manhattan from the... Read More

A rising interest rate environment also supports a bearish case for some stocks, and I’ve... Read More

A rising interest rate environment also supports a bearish case for some stocks, and I’ve found a trade to capitalize on this scenario.  Janet Yellen and the FOMC increased interest rates... Read More

Geopolitical issues have dominated the markets this year, and polls have been useless in lending... Read More

Geopolitical issues have dominated the markets this year, and polls have been useless in lending any kind of certainty to asset prices. OPEC has successfully managed expectations for a production... Read More

The S&P 500 is trapped in a nasty earnings recession. Earnings have now declined for five... Read More

The S&P 500 is trapped in a nasty earnings recession. Earnings have now declined for five consecutive quarters. The last time that happened was during the financial crisis in 2009. In the elusive... Read More

There’s been a trend emerging in the U.S. dollar (USD) for the past few weeks that makes... Read More

There’s been a trend emerging in the U.S. dollar (USD) for the past few weeks that makes little sense. At a time when the dollar should be gaining momentum, its value has been drained quicker... Read More

Growing up in Philly, I developed an appreciation for the “little guy.” My father,... Read More

Growing up in Philly, I developed an appreciation for the “little guy.” My father, uncle and grandmother were all small business owners, and some of my fondest memories were the times I... Read More

Fox Business recently tapped our resident options expert Jared Levy to discuss earnings results and... Read More

Fox Business recently tapped our resident options expert Jared Levy to discuss earnings results and debate a recent research report on the future of the U.S. economy from Morgan Stanley. Read More Read More

If there is one thing the banking sector hates, it is a flat yield curve. And the way the bond... Read More

If there is one thing the banking sector hates, it is a flat yield curve. And the way the bond market is acting right now, there seems to be one on the way. The traditional banking business borrows... Read More

Smart Beta exchange traded funds (ETFs) have been around since 2003, but they’ve exploded in... Read More

Smart Beta exchange traded funds (ETFs) have been around since 2003, but they’ve exploded in popularity in the past year. Several major investment product providers, including Franklin... Read More

It’s been difficult to make a bad bet on the U.S. markets over the last six years.... Read More

It’s been difficult to make a bad bet on the U.S. markets over the last six years. Historically low rates set off a run in asset prices that has topped averages for bull markets. While economic... Read More