Homebuilders Still Offering Opportunities
The other week, I did an interesting segment with the good folks at Yahoo Finance regarding real estate, housing and the home building sector. You can view it HERE. In my 2015 Fearless Forecast, the home builders were one of my top sector plays for 2015 and they have not disappointed so far, although others certainly have! Sue Lee, the interviewer, asked me for a few companies which look particularly good. I answered by saying that I would much rather […]
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Date: July 23, 2015
Blue Skies
Another day, more blue skies for the major stock market indices. The pain for the bears has to be strong and growing, but I have yet to see evidence that they are throwing in the towel en mass. And price action has done absolutely wrong to suggest anything more than a trading pullback. As I mentioned the other day, I think it pays to be a little more vigilant here, not that I think we are going to see a […]
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Date: February 23, 2015
BOOM! Now High Yield is Key
What a great day in the city on Wednesday! I knew I was okay when Metro North actually ran on time to start the day. I did two segments with the good folks at Yahoo Finance, one discussing the most overused word in investing, “bubble”, and the other on the current state of the bull market. As they are posted I will share the links. I headed to the floor of the NYSE in the afternoon for a quick stint […]
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Date: October 9, 2014
Rumors of the US Dollar’s Demise Have Been Much Exaggerated
The second segment I did on Yahoo Finance last Thursday was not a new one for long time readers. As many of you know, I turned very positive on the US Dollar right about the time Bear Sterns needed a bailout in March 2008. That was long before any QE (money printing) began. Historically, the dollar spent most of its life oscillating between 80 and 120 on the US Dollar Index, an index containing a basket of currencies with the […]
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Date: August 18, 2014
The Most Hated Bull Market Continues
Yesterday, I spent a jam packed, fun filled day in New York City with client meetings and media interviews. Although I don’t enjoy the commute in and out of the city, I do enjoy the hustle and bustle as long as the weather is good since I like to walk as much as I can. I absolutely hate taking dirty, smelly cabs that take forever to get around, but I will hop on the subway when I have to go […]
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Date: August 15, 2014
Fox Business and Yahoo Finance
I head to New York in the morning (Thursday) to spend some time with my friends at Yahoo Finance. As usual, you can expect another controversial segment or two from my interview with Jeff Mackey. Yahoo Finance was the first media outlet I began to warn about Apple’s stock price heading for a 50%+ decline and that long-term forecast remains the same. However, something may be changing over the short-term… Besides visiting Yahoo and meeting with clients, I am also […]
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Date: May 22, 2013
