Latest News

• 
  BlackRock Resources & Commodities Strategy Trust to be Added

  The recent buyout of Checkpoint Systems (CKP) and liquidation of closed-end fund Strategic Global Income (SGL) raised the cash position in the SMA Portfolio to over 10 percent. ...

  • June 9, 2016
  • 0
• 
  Mebane Faber Reveals Asset Classes Poised for Massive Gains

  Mebane Faber, co-founder and the Chief Investment Officer of Cambria Investment Management, has authored a post at his investing blog discussing the concept of mean reversion and what it...

  • April 22, 2016
  • 0
• 
  Pavel Molchanov Predicts $60 Oil by End of 2016

  In an interview on CNBC, Pavel Molchanov, Senior Vice President and energy analyst at Raymond James, discussed the state of the oil market. Molchanov pointed out the recent...

  • February 24, 2016
  • 0
• 
  Investor Sentiment at 7 Year Low

  Global stock markets have been swooning for nearly nine months. This has led to an extreme reading in investor sentiment not observed often.

  • February 15, 2016
  • 0
• 
  Tobias Levkovich Discusses Benefits to the Economy of the Oil Crash

  Tobias Levkovich, Chief U.S. equity strategist at Citigroup, was on CNBC yesterday and discussed the interrelationship between oil prices and the general economy.

  • January 26, 2016
  • 0
• 
  Jeff Saut Sees Big Year-end Rally

  Raymond James chief investment strategist Jeffrey Saut said earlier this week stock investors should prepare for a "rip your face off type rally."

  • December 18, 2015
  • 0
• 
  Global X MLP ETF to be Added to the SMA Portfolio

  The rout in the energy complex has decimated the energy MLP sector. I plan on initiating a portfolio allocation of 3% in the Global X MLP ETF (MLPA).

  • December 7, 2015
  • 1
• 
  Checkpoint Systems to be Added to the SMA Portfolio

  As the cash balance of the SMA Portfolio has risen to over 1% of assets, I have decided to utilize these resources to purchase a small stake in Checkpoint...

  • October 23, 2015
  • 2
• 
  Jim Chanos Shares His Latest Short Ideas

  James Chanos, Kynikos founder & president, was on CNBC a couple of times over the past three weeks discussing his worldview and, as a specialist in short selling, some...

  • September 10, 2015
  • 0
• 
  Robert Shiller Warns of Stock Market Risks

  Based on his research of historical stock market valuations via the CAPE ratio, Nobel Prize-winning economist Robert Shiller said Thursday he sees the "risk of substantial declines" ahead.

  • September 4, 2015
  • 0