Category Archives: Markets Views & Analysis

What Do Collapsing Bond Yields Mean for Your Portfolio?

“We have a bond market where one-quarter of the universe trades at a negative yield. The long bond yield just went negative in Germany [the entire yield curve in Switzerland has been negative for a while]. Over half the world’s bond market is trading below

S&P 500 at 3000: Hurdle, Ceiling or Emotional Test?

Last episode we wrote about the rapid decline in earnings outlooks for the S&P 500. We focus on this benchmark because it represents about 40% of the world equity market capitalization and houses most of the largest companies in the world. The US market is

Back to the Mine: Hidden ETF Gems 2.0

One of the presentations I’m looking forward to later today at the Inside ETFs conference is called the hidden gems. Presenters have been invited to show their best ideas in a rapid-fire segment that will leave you with fresh ideas for your portfolios. There are

2019 Outlook and 2018 Recap of Berman’s Calls

If you haven’t heard me say this 100x before, or are just tuning in to hear what yet another one of these “talking heads” thinks is sure to happen in markets – let me disappoint again – NO ONE KNOWS what will happen next in

Outlook for Long-Term Interest Rates

Last week a very influential US Bank CEO (Jamie Dimon) warned that longer-term US interest rates would be rising significantly. I think he’s out to lunch. He does see the equity bull market extending 2 to 3 more years and thinks the economy is strong