John Serrapere

Features and News

A Lost & New Decade, Part II

The sequel to the Active Indexer's query: In which areas will investors find strength for this new decade?

Features and News

A Lost & New Decade, Part I

The last decade was tough, and the next one may not be much rosier. Where should you look for strength today?

Features and News

How To Play Dubai? Short DBV

IndexUniverse's Active Indexer makes a big bet on the 'anti-carry trade.'

Features and News

The New Normal And Asset Class Cycles

Will the 'new normal' really be slow economic growth, high unemployment and low asset returns?

Features and News

Bread Vs. Cake Part II

John Serrapere of Arrow Insights adjusts his portfolio for the troubles to come. M&A funds, VIX ETNs and commodities are attractive.

Features and News

Secular Bears Have Cyclical Rallies

Tech and energy stocks might be the way to go for now. But don't ditch natural gas and utilities as value plays at some point, says analyst.

Features and News

Hitting A Wall By Mid-2010

The
U.S. economy could face tough times by this time next year. The intersection between politics and business is going to be a key.

Features and News

Deflating Fears & Inflating Hopes

The era of excessive spending with cheap credit and a strong currency is over.

Features and News

Buy And Hold What?

The odds of a double-dip recession are growing. Emerging markets and corporate bonds appear vulnerable. But some areas look attractive.