How to Spot a Bubble: 2016 Edition

July 22, 2016

It’s been almost a year since I last wrote about investment bubbles. Although there have been ample grounds for discussing the topic, I suspect that other events have seemed more pressing.

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More About Student Debt: A Justified Investment

July 21, 2016

A couple of months ago, I wrote that the student debt problem isn’t as bad as it looks on the surface. I recently found a more up-to-date take on the subject from the White House, which came to the same conclusion.

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Presidential Politics and the Stock Market

July 20, 2016

Now that both parties have nailed down their presidential nominees, it’s time to take a quick look at politics and how it may affect the economy and markets this year. As usual, we’ll focus on the policies that the two candidates have offered and their likely consequences.

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U.S. Financial Markets: Strength Amid Global Turmoil

July 19, 2016

The last couple of weeks have been tough. Between the multiple tragedies in the U.S., the attempted coup in Turkey, Britain’s decision to exit the European Union, and the subsequent change of government there, it’s been difficult to keep an even keel.

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Monday Update: Three Strong Weeks in a Row

July 18, 2016

Yet again, the economy surprised us with good news last week. U.S. consumers went shopping, driving retail sales numbers higher. At the same time, both industrial production and manufacturing beat expectations and moved back to growth.

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Lower Yields: Not the Typical Risk-Off Trade

July 15, 2016

With all of the headlines about interest rates hitting record lows—and with the worries about why this has happened and what it means—it is important to put some facts and context around what, in many ways, is an unprecedented set of circumstances. The following piece by Meagan Rogers, manager of Commonwealth’s Fixed Income Research team, does just that. She does an excellent job explaining the what, why, and how of lower yields, and I think it is well worth your time. Thanks, Meagan!

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Appearance on CNBC's Power Lunch, July 14, 2016 [Video]

July 15, 2016

With markets returning to all-time highs, where are the opportunities? Yesterday afternoon, I was on CNBC's Power Lunch to discuss where I see chances for potential growth, including within consumer staples and financials, with co-anchor Tyler Mathisen.

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