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Blue Chip Utilities = Red Portfolio?
Keeping on the same theme as two recent posts, (Analyzing Annaly and Treasuries are bubbling,) I’m going to highlight another investment that has been a great performer the last couple of years, but...
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QE Failed.
It drives me crazy when I see people writing about growth in a company’s EPS without knowing what is driving that growth. That one specific number cannot be your sole reason to buy or sell a stock!...
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What QE3 means for your portfolio
QE1 & QE2 Failed. QE3 was a lock. Now what? If you think that “this time is different” and somehow QE3 will “work”, then follow the markets INITIAL reaction. Check out this chart… Higher beta, more...
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Macro Update
For a while now, I have been warning about the bubble being blown by ZIRP in many of the “Hunt for Yield” securities. I first wrote about this topic late last June in relation to Annaly Capital ($NLY)...
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