Volatility Awakens: A Market Review
The beginning of the first quarter was serene and pleasurable, as equity markets levitated on the back of increasing earnings expectations and solid world economic underpinnings. But the market euphoria didn’t last long.
How to Avoid a Costly Mistakes with Your Web Page Design
First impressions start with your web page. Unfortunately, many advisors are badly misled by faulty advice about web site content and design.
Which Has the Bigger Economy: Texas or Russia?
You’ve no doubt heard that everything’s bigger in Texas. That’s more than just a trite expression, and I’m not just saying that because Texas is home to U.S. Global Investors.
How I Own My Gold
Those who own gold often argue how to best own it. I encourage anyone holding gold to assess the pros and cons of different choices of gold ownership to make an educated rather than emotional decision.
Russia: A Riddle, Wrapped in a Mystery, Inside an Enigma
In the latest GMO Emerging Equity Insights, Arjun Divecha, head of GMO's Emerging Markets Equity team and a member of the GMO Board of Directors, shares his thoughts on the recent selloff in Russian equities.
Factor Investing – What Went Wrong?
So-called “smart-beta” strategies hasn’t been all that smart lately – at least not for the last five years. This article will examine why, whether it was predictable and the likelihood it will work better going forward.
Gold’s Dot Plot
John Hathaway, manager of the Tocqueville Gold Fund (TGLDX) writes in his Q1 investor letter that the price of gold may be offering a clear signal that the Federal Reserve’s "dot plot" - the interest rate levels projected by the members of the Fed Open Market Committee after each meeting - "is due for an overhaul."
Fee Compression is Great for Your Business
There is no reason to believe that fee compression faced by wealth advisors will put them out of business. Instead, advisors can learn from some of the most successful firms to have weathered those previous pricing pressures.
Unlocking the Performance Potential in ESG Investing
By combining a tilt toward companies that display financial discipline and that embrace corporate diversity with the return engine of a fundamentally weighted portfolio, we believe investors in environmental, social, and governance (ESG)–related strategies have the opportunity to earn superior long-term risk-adjusted returns.
The North Korean Summit: Part II
Last week, we discussed the six major nations involved in the North Korean issue and each country’s geopolitical goals, constraints and meeting positions for the recently proposed summit between the U.S. and North Korea. This week, we examine why the talks are being proposed now and offer reasons why they may fail or succeed. We summarize the costs and benefits of the summit meeting and conclude with market ramifications.
Squares, FAANGs, and Stock Valuations
We heard a lot about valuations at my Strategic Investment Conference, and particularly about the “FAANG” stocks that drove much of the recent bull run. Now, only two weeks later, the “F” in that acronym (Facebook) is tumbling, with the others maybe not far behind. That’s a problem for every stock investor, FAANG or otherwise. So today we’ll look at valuations more broadly and then zero in on the social networking issues that are turning more problematic.
Could the Stars Be Aligned for $1,500 Gold?
As I told Kitco News’ Daniela Cambone this week, I stand by the $1,500 forecast. Before this week, investors might have been slightly disappointed by gold's mostly sideways performance so far this year. But now, in response to a number of factors, it's up close to 3 percent in 2018, compared to the S&P 500 Index, down 2.4 percent.
The Death of Roboadvisors has been Greatly Underestimated
Here’s my call for 2018: Most robo-advisors are going to fail. Read on to see why I don’t drink the Robo Kool-Aid that the financial industry and media are serving up.
The North Korean Summit: Part I
On March 8, officials from South Korea briefed U.S. officials on a recent dinner with Kim Jong-un, which marked the first time South Korean officials had been inside North Korea’s Communist Party headquarters since the Korean War. The South Koreans informed Trump of Kim Jong-un’s desire to have a meeting and Trump agreed.
A Curve in the Fiduciary Road: What the 5th Circuit Court of Appeals' Decision May Mean for Advisors
The Fifth Circuit Court of Appeals’ decision essentially wipes the Fiduciary Rule off the books. But, that doesn’t mean everything returns to the way it was before the Rule.