Next week, the Federal Open Market Committee (FOMC) will hold a two-day meeting. As has been the case for several meetings now, many economists, traders and other Fed watchers will be looking for hints about when the first rate hike will be announced. Given that so many forecasts...

The cover of this week’s Barron’s reads “Trouble Ahead for Bond Funds.” It refers to an article discussing the downside of holding bond funds in the current environment. Specifically, the article discusses the risk of a decline in prices should interest rates rise. Read...

This summer has not been kind to the Chinese markets. Since mid-June, nearly 30% of the market capitalization of Chinese stocks has vanished into the ether. (The Shanghai Stock Exchange Composite is down by about 28% since June 12, 2015.) Reuters says trading halts have been placed...

Last week, I attended Morningstar’s annual Investment Conference. Attended primarily by financial advisers, the conference is notable for both its size and its mutual fund focus (as many of the speakers work for mutual fund companies). This week, I’ll share some of my notes...

I’ve been working on a new stock strategy. I’m focusing on the screen first—the method for identifying potential candidates—with plans to establish the sell rules afterward. This is the first time I’ve created a new personal strategy, as opposed to revising an existing...

The investment industry reached a generational milestone. The Wall Street Journal says withdrawals from 401(k) plans exceeded contributions in 2013, the latest year complete data is available for. The shift ends of streak of expansion that had lasted decades. Read more » ...

It is getting to be too easy to transact. Advances in technology are reducing the amount of effort needed to buy goods and services, transfer cash and sell securities. An updated Apple Pay may even figure out which card gives you the best reward at a given store or restaurant,...

Yields on the benchmark 10-year Treasury note jumped by 27 basis points (0.27%) over the first three days of this week. Driehaus Capital says this was only the second such three-day spike since the fall of 2011. Speculation about the timing of the first interest rate hike by the...

Now that we are nearing summertime, some of the podcasts I regularly listen to are airing rebroadcasts. In preparation for taking some time off (I’ll be back in the office next week), I took a look at my past Investor Update commentaries to see if there was an old one worthy...

Last year, I conducted an updated analysis of our weekly Sentiment Survey to determine if the contrarian link between sentiment and market direction still existed if an investor only used the data available at a given point of time. In other words, I wanted to see what the results...