Yield Curve Today

The beaten to a pulp yield curve has been quietly rising the last few days.  Here is today’s view of a gentle rise as nominal yields on all durations decline.  If 2014’s main macro trends (for example, stocks up, gold down) are to continue in 2015, the curve would most likely keep dropping.  A problem…

E

Anytime a company makes an acquisition that complements its pre-existing business model, I tend to take a closer look at the acquiring company. That being said, and in the wake of its most recent announcement pertaining to close of its acquisition of Capella Microsystems, I wanted to highlight several reasons behind my decision to stay…

Housing Market On Shaky Ground

While few are as blunt as Peter Schiff in warning of another bubble in real estate, mainstream analysts are starting to worry that the US housing market isn’t as strong as many believe. Peter warns that rising home prices are a product of extremely low interest rates suppressed by the Federal Reserve. Robert Shiller, Nobel…

C$ For Year-End 2014

A closing today for the C$ above the 10660 level will keep this currency weak against the US$. Resistance stands at the 11860 followed by 12102 with support at 11570 level. The Yearly Bullish Reversal stands up at 12426. Everything appears to be on track for a serious US dollar rally no matter what currency…

Best Stocks For 2015 – Prospect Capital Could Deliver Total Retur...

Editor’s note: This column is part of our Best Stocks for 2015 ontest. Charles Sizemore’s pick for the contest is Prospect Capital Corporation (PSEC). I have a reputation to redeem. After winning InvestorPlace’s Best Stocks contest in 2011, coming within a hair of winning in 2012, and then winning it all in 2013, I’m at the bottom of the heap…

3 Value Stocks That Outperformed Berkshire Hathaway In 2014

There is no doubt that Berkshire Hathaway Inc. (BRK.B – Analyst Report) is a stock that most investors want in their portfolio, primarily because, as a shareholder, one is assured that the company is being managed by one of THE best investors of all times, its CEO chairman – Warren Buffett. Moreover, the company has diverse businesses comprising nearly…