Latest News

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  CNN Fear & Greed Index Shows Negative Sentiment

  The Fed raised interest rates 1/4 point yesterday. This roiled the markets

  • December 20, 2018
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  Jeff Saut Says Market is Bottoming

  Raymond James strategist Jeff Saut said the stock market was at a bottom last week.

  • December 19, 2018
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  Charles Nenner Sees Bear Market in Oil For 2019

  Charles Nenner, founder and president of Charles Nenner Research Center, provided a gloomy forecast for the oil market last week.

  • December 9, 2018
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  SPDR Portfolio Emerging Markets ETF Added to the SMA Portfolio

  Today's market plunge allowed me to initiate a position in the SPDR Portfolio Emerging Markets ETF (SPEM) at a price of $32.98.

  • December 6, 2018
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  Ultra Petroleum Added to the SMA Portfolio

  Ultra Petroleum (UPL) was added to the Stock Market Advantage Portfolio this morning.

  • December 4, 2018
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  Changes to the SMA Portfolio

  Several changes to the Stock Market Advantage (SMA) portfolio have been deemed to be prudent in light of extraordinary developments and an eye towards costs.

  • November 28, 2018
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  Jeff Gundlach: “The Situation has Changed”

  Jeffrey Gundlach, chief executive officer of Doubleline Capital, told Reuters on Thursday, "The last man standing was the 30-year, and it has definitively broken above a multiyear base that...

  • October 5, 2018
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  Preferred Stock ETF Allocation Increased

  The allocation to iShares U.S. Preferred Stock ETF (PFF) was increased to 5.5% of the SMA Portfolio using the available cash balance.

  • October 2, 2018
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  AT&T and BT Group Added to the SMA Portfolio

  Weakness in the telecom sector, along with rising interest rates, has provided an interesting opportunity in these high-yielding shares.

  • May 18, 2018
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  Mary Ann Bartels Explains The Thesis of the Secular Bull

  Mary Ann Bartels, CIO at Bank of America - Merrill Lynch, was interviewed by Barron's magazine and explained why the bond market will support global equity valuations and a...

  • January 7, 2018
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