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After the Fed — Themes for Investors

In the midst of the noise, much of it political and therefore unhelpful for investors, here are the three most important things to know. None of these is widely understood, so those who get the message first will have an advantage. Everyone is starting to talk about stock prices as a multiple of 2014 earnings. […]

My Gut Feeling for 2013 ($$)


  Happy New Year to all. 2012 was a year full of ups and down; elections; fiscal and budgetary issues around the globe; a Summer Olympics; and, a severe drought. Once again the major averages, except the Dow Jones Industrials (DJIA) all posted double digit gains despite the protestations of the bears. To the surprise […]

Weekly Sector Update – A Cautious Nod to Latin America ($)

Expanded FELIX 08-02-12

Felix has a message this week:  It is a good time for caution! While the average rating is still positive, it is a very qualified endorsement for the market.  Vince, our modeling guru, added an important and innovative feature to the Felix approach. He identified conditions where the forecasts were less accurate than normal.  In […]

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