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What To Expect When You’re Expecting A Correction

This article was originally published on TheStreet.com on May 7th, 2014 at 6:30am EST For whatever reason it feels like the collective guard is up in the investment community. We have Russian/Ukrainian tension, the stock market seems to be bumping up unsuccessfully against resistance, and nobody can seem to explain why Treasury yields are dropping despite the Fed tapering and a strengthening…

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Indecent Exposure [To Commodities]

This article was originally published on TheStreet.com on April 24th, 2014 at 6:30am EST Before there were alternative investments (“alts”) or hedge funds, having some exposure to commodities served as a good way to diversify a portfolio against stock market volatility. Historical correlations to the stock market are rather low, or at least sporadic, and owning commodities can also be seen as…

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The Rates Of Wrath

This article was originally published on TheStreet.com on April 15th, 2014 at 6:30am EST In the wake of an absolutely stellar performance last year, thus far in 2014 we are hearing a lot about what’s not working for investors, both professional and retail. The major indices have had a rocky go of it, and the recent sell-off in the NASDAQ momentum names…

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