At the end of last week the large-cap stock market, as measured by the S&P 500 Index, was within 1/10 of 1% of where it began the year. However, even though there has been very little net change in the overall stock market, there has been a lot of price… Read More

Independent power producers’ business model is increasingly being disrupted, putting the sector’s viability as an income investment into question. Read More

Canada’s top REIT cashes in big on the rising U.S. dollar. Read More

Longtime lows in the price of glutted crude weren’t the year’s only notable surprise. Read More

The unusual MLP has had a tough year, but offers a rich yield backed by leases of land for cell towers and billboards.  Read More

The International Monetary Fund has included the Chinese renminbi in the Special Drawing Right, with a weighting that’s the third largest after the dollar and the euro, but ahead of the yen and sterling. A PriceWaterhouseCoopers projection, which is quite conservative about future growth rates, puts China’s 2050 GDP at… Read More

Some heartland U.S. cities’ economies are heating up, finally. Read More

Mobile apps are primed for continued strong growth in the year ahead. That’s because mobile is now the leading digital platform for media and communications. Smartphone penetration in the U.S. has reached 80%, while nearly 90% of all Millennials have their smartphones with them at all times.Total activity on smartphones… Read More

I am adding Workday (WDAY), one of the main beneficiaries of the cloud software megatrend, to the Next Wave Portfolio. Read More

The week of December 21, 2015 promises to be significant for our “EBIS” and “Trading” portfolios as last week’s action in the markets shook things up a bit. Read More