Insights

I wanted to do a quick update before I head to Chicago for the Morningstar Conference.  I will post a longer report with my thoughts on...

A few thoughts: 1.  Forecasting the markets near term path is difficult under any circumstances.  That said, when the Federal Reserve...

As you are no doubt aware, on March 11th an earthquake measuring 9.0 on the Richter scale occurred just off the northeast coast of Japan,...

March 16, 2011 Editor’s Note: Mark started writing this most recent update on March 10th but as the events in Japan unfolded we decided...

I wrote back in December that rising bond yields threatened the cyclical bull market in stocks.  Over the next seven weeks bonds...