If you're in the right stocks and/or the right sectors - such as housing, wow! - you're having a grand time in this bull market. The Top Ten is doing its thing, up 26.5%, or close to double the S&P 500 return. And like last year, all ten stock picks...Read More
I'm the luckiest guy in the world on a number of levels, and that includes investing in stocks.
Luck is a variable in performance, but that's all it is. One variable. I'm happy to be lucky, but I'm also confident in...Read More
Investors, take note: Two powerful catalysts have been unleashed that will power the economy in 2013 and for several years beyond. Even though the catalysts are easy to recognize, the stock market has yet to...Read More
The stock market makes mistakes -- it misprices stocks, after all -- but those mistakes always get corrected in due course. Part of my job as a money manager is to be quicker than the market, to spot the...Read More
My guess for 2013 and beyond: The stock market is going higher, maybe a lot higher. There are many reasons, but this one surprises me as much as anything: I can't find any unapologetic bulls. To a person, every individual that I've talked to in recent weeks is nervous - scared about the...Read More