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Scary stock charts make for reliable clickbait, but not reliable profits.

The indicators vary. A common feature, though, is provocative terminology. For instance, headlines about a 'Death Cross' in the market will tend to stir more interest among casual market watchers compared to stories about Fed policy.

Morningstar Inc. is looking to shakeup the credit rating industry. The company's timing couldn't be better. 

I’ve worked with hundreds of investors in my career. To date, no one has ever told me their goal was to lose money.

Yet apparently that’s becoming more of a ‘thing’ lately.  

There are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know there are some things we do not know. But there are also unknown unknowns—the ones we don't know we don't know."

Disney is one the top performing Dobermans of the Dow so far in 2019. Shares have risen close to 30%.

Can you imagine JR Ewing sitting on a mat saying “Namaste”? 

You’ve probably heard about the college admission scandal rocking Hollywood and other elite social circles. But do you know the story behind the story? That is—how authorities were tipped off in the first place?

The story I’m referring to is a stock market story, and it begins with a man named Morrie Tobin.

I was recently speaking with a friend about investments. At one point, he disclosed he didn’t have much liquidity. When I asked why, he said it was because he invested several million dollars in McLarens and Patek Philippe watches.

I thought he was kidding, but he was totally serious.

Utilities and REITs are two sectors our firm is overweight in 2019. I recently granted an interview with Bottom Line Inc. to share a few of my ideas in these areas, which you can read by clicking here.  

Do you ever feel like your portfolio is a beach ball randomly bouncing around a stadium?

If that describes your recent experience, it’s easy to understand why. The S&P 500 was down over 13% last quarter. Now the index has staged a monster rally this quarter—bouncing back by 13%. Why such a dramatic reversal?