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

It looks like a lot of investors aren’t sure what to do these days, with the stock market gyrating widely as a result of the Fed’s interest rate hike last week. But that’s okay with us, since heightened volatility has a tendency to create buying opportunities in companies that all… Read More

Regional banks like Access National offer investors an attractive, lower-risk alternative to the money-center banks that continue to invest in black-box derivative products. Read More

Not all that much right now. Read More

Don’t blame the resurgent dollar for a slump caused by the global production glut. Plus: Capital Punishment Unwarranted Read More

The midstream bellwether is struggling after slashing the dividend but its problems are hardly unique.  Read More

The country’s exporters expect to benefit from the Fed’s rate hike. Read More

A couple of weeks ago Fed Chairperson Janet Yellen said she was “looking forward” to the prospect of raising interest rates this month, since that would indicate of an improving economy. I’d like to believe she was sincere in that sentiment, but I can’t help but wonder if she was… Read More

The dramatic fall in oil prices is turning into increased consumer spending.      Read More