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In a headline driven, volatile market like we’ve been traversing, it’s easy for investors to try to overcorrect their positioning. I’m referring to the whole “risk on, risk off” mentality.

A casual market observer probably sees a binary narrative. It seems like everything rides on a U.S./China trade deal.   

After Howard Schultz resigned as Starbucks' CEO last June, I profiled the company's investment merits in a post. "It's coffee almost never goes on sale, but the stock is now," I wrote.

If you want to know if we're still in a bull market, don't ask Alexa. Just watch Amazon's stock price.

Amazon shares closed on September 4, 2018 at 2,039. Almost a year later, that remains the all-time high.

Markets cheered when the Trump Administration announced on Tuesday it would delay new tariffs on certain consumer products. Optimism quickly evaporated on Wednesday, though, after a spate of weak economic data stoked fears of a global economic slowdown.

The trade war between the U.S. and China escalated yesterday. This led to the steepest single-day decline for U.S. stocks so far in 2019.

In the following video, I discuss political and economic risks to the stock market, and our strategy for hedging those risks.

Procter & Gamble (P&G) just reported its best organic sales result in over a decade. The Cincinnati-based maker of everyday consumer goods saw revenue rise 7%, bolstered by pricing and market share gains in the company's health care segment. 

I recently interviewed Wall Street Journal columnist Joseph Sternberg about his provocative new book, The Theft of a Decade: How the Baby Boomers Stole the Millennials’ Economic Future.

As the first-half of 2019 draws to a close, investors have much to cheer about. A lot of money has been made across many asset classes.

If you're considering tweaking your strategy for the second-half of the year, I have four words for you: Buy gold, sell bonds.

Why Gold Is Attractive Again  

Consumers benefit when companies compete. And right now, there is a battle royal between traditional cable providers and streaming services like Hulu and Netflix.

You are probably aware of the cord-cutting trend. But have you benefited yet?

If not, it’s easy and well worth it to cut your cable.

Scary stock charts make for reliable clickbait, but not reliable profits.

The indicators vary. A common feature, though, is provocative terminology. For instance, headlines about a 'Death Cross' in the market will tend to stir more interest among casual market watchers compared to stories about Fed policy.