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Kotok: Buying Transports; Holding Utilities

Kotok: Buying Transports; Holding Utilities


Beaten-down transports offer cheap valuations, while utilities remain appealing in a low-interest-rate environment.
Merk: Opportunity In China; Still Bullish On Euro

Merk: Opportunity In China; Still Bullish On Euro


With volatility on the rise, Merk warns traditional safe-haven currencies won't provide much of a safety net: 'There's no place to hide.'
Don

Don't Get Lost In Pessimism On Eurozone

By Tyler Mordy
Europe may appear troubled, but a look at the bigger picture should restore calm.
Breakeven Inflation Rates And TIPS ETFs

Breakeven Inflation Rates And TIPS ETFs

By Rusty Vanneman
When it comes to fighting inflation with TIPS, it helps to know all the tools you have at your disposal.
Swedroe: What Drives Defensive Strategies?

Swedroe: What Drives Defensive Strategies?

By Larry Swedroe
A recent paper explores the outperformance of defensive equity approaches.
Ferri: Dealing With Volatility The Right Way

Ferri: Dealing With Volatility The Right Way

By Rick Ferri
Doing nothing as markets turn volatile may be hard, but it's the right thing to do.

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