Latest News

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  SUBCY and PGN to be Added to the SMA Portfolio

  As mentioned in a previous post, I've been monitoring the depressed offshore drilling sector for the past several months.

  • September 11, 2014
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  Jeff Gundlach Says No Need for Fed to Raise Rates

  CNBC's David Faber spoke to Doubleline CEO/CIO and respected analyst on all things bond market related Jeffrey Gundlach

  • September 10, 2014
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  Carl Icahn Worried About Yellen’s Excessive Money Printing

  Carl Icahn, speaking to CNBC's Scott Wapner, said he was concerned about excessive leverage and derivatives "in this cycle that we're in."

  • July 17, 2014
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  Jeff Saut Sees 10-12% Correction on the Horizon

  Raymond James chief market strategist Jeff Saut reportedly has turned bearish near-term.

  • July 9, 2014
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  2013 Performance Review

  Given the dismal performance of the SMA Portfolio in 2013 I've contemplated abandoning the TTS, but believe it still has promise and will hopefully shine when normal market volatility...

  • June 30, 2014
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  Steve Leuthold and Darius Dale: Profiting from Inflation

  Hedgeye senior macro analyst Darius Dale and Leuthold Strategic CEO Steve Leuthold discussed how investors can profit from emerging inflation with Fox Business News host Liz Claman.

  • June 21, 2014
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  Abundant Signs of a Stock Market Near its Peak

  The stock market looks ripe for a fall. Lets take a look at some of the anecdotal and statistical evidence.

  • June 11, 2014
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  Investors Intelligence Sentiment Indicates Extreme Optimism

  Charlie Bilello, Director of Research at Pension Partners, LLC, highlighted that investor sentiment as measured by Investors Intelligence is at the 94th percentile indicating extreme optimism.

  • June 2, 2014
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  Ralph Acampora Sees a Stealth Bear Market

  Long-time market observer Ralph Acampora of Altaira Investment Solutions provided his latest insights to CNBC's Jackie DeAngelis this week.

  • May 16, 2014
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  Where is Jim Rogers Putting His Money Now?

  Speaking on Yahoo's Daily Ticker show, infamous investor Jim Rogers said he was adding a small position in Chinese stocks

  • May 13, 2014
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