Commentaries

Title
Content Type
Date
Why We Still Believe in the Bull Market
Economy
04/21/2014
Opportunity #2: Efficiency Vendors
Economy
04/21/2014
Highway to Draghi's Danger Zone?—Weekly Market Review
Weekly Commentary
04/21/2014
Opportunity #3: Innovators
Economy
04/21/2014
The Bull Market Isn't Over. It's Changing.
Economy
04/21/2014
Opportunity #1: Organic Revenue Generators
Economy
04/21/2014
Watch for Opportunity as Market Leadership Shifts—Weekly Market Review
Weekly Commentary
04/14/2014
Q2 2014 Investment Viewpoints
Economy
04/09/2014
Interest Rates: Low for How Long?
Economy
04/09/2014
Cap Ex: When and Why We Expect an Uptick
Economy
04/09/2014
Webman: Evaluate EM on the Future, Not the Past
Economy
04/08/2014
Dividends and ROIC: Changes that Matter
Economy
04/07/2014
Wall of Worry Rises in U.S., Shrinks in Europe and China—Weekly Market Review
Weekly Commentary
04/07/2014
Q2 2014 Market Charts
Economy
04/01/2014
Waiting for the Big Thaw—Weekly Market Review
Weekly Commentary
03/31/2014
Fed Madness—Weekly Market Review
Weekly Commentary
03/24/2014
Interest Rates: Low for Long
Economy
03/21/2014
MLPs: An Alternative Source of Income
Economy
03/21/2014
A Potential Income Solution for When Rates Rise
Economy
03/21/2014
Don't Fear China Syndrome—Weekly Market Review
Weekly Commentary
03/17/2014
How Bad News Can Be Good News for Investors
Economy
03/11/2014
Markets Spring Forward—Weekly Market Review
Weekly Commentary
03/10/2014
In Like a Lion Out Like a Dove—Weekly Market Review
Weekly Commentary
03/03/2014
Selectivity Key as Economy Hibernates—Weekly Market Review
Weekly Commentary
02/24/2014
Investors' Risk Aversion Thaws—Weekly Market Review
Weekly Commentary
02/18/2014
2014 Outlook
Economy
02/13/2014
Leverenz: Sticking with Emerging Markets
Economy
02/07/2014
What's the Biggest Threat to Global Growth in 2014?
Economy
02/03/2014
Are We Reaching a Turning Point in the Market?
Economy
02/03/2014
American Hustle: U.S. Data Strengthen, Markets Remain Flat—Weekly Market Review
Weekly Commentary
01/21/2014
Jobs Growth: Into the Vortex?—Weekly Market Review
Weekly Commentary
01/13/2014
MLPs: Understanding General Partnerships
Economy
01/07/2014
Hercules Holds Up 2014—Weekly Market Review
Weekly Commentary
01/06/2014
Growth, Income AND Diversification?
Timely Topic
01/03/2014
President's Letter to Shareholders
Economy
01/03/2014
Growth Opportunity: Global Media
Economy
01/02/2014
Investing Opportunities in a Slower Growing China
Economy
12/31/2013
Investing Megatrends: Restructuring
Economy
12/30/2013
Bernanke's $10 Billion Baby Step—Weekly Market Review
Weekly Commentary
12/23/2013
The Little Deal is a Big Deal—Weekly Market Review
Weekly Commentary
12/16/2013
Good News Becomes Good News—Weekly Market Review
Weekly Commentary
12/09/2013
Fixed Income: Options for a Low Rate World
Economy
12/09/2013
U.S. and Europe: Slow and Steady
Economy
12/08/2013
China: Consumers Keep Spending
Economy
12/07/2013
U.S. Energy: Game-Changing Growth
Economy
12/06/2013
Swimming Up the NILE
Economy
12/05/2013
Investment Opportunities in 2014
Economy
12/04/2013
Investors Still Gobbling Up Shares—Weekly Market Review
Weekly Commentary
12/02/2013
Active Investing: The Case for a High Conviction Approach
Economy
11/27/2013
Sweet 16,000?—Weekly Market Review
Weekly Commentary
11/25/2013
Investing in MLPs for Portfolio Growth
Fund Commentary
11/19/2013
Yellen But Not Screamin'—Weekly Market Review
Weekly Commentary
11/18/2013
Senior Loans: "Cov-Lite" Doesn't Mean "No Covenants"
Economy
11/12/2013
U.S. Drifts as Europe "Dis-inflates"--Weekly Market Review
Weekly Commentary
11/04/2013
Barron's: Talking with Rajeev Bhaman
Economy
10/30/2013
Soft Data Aren't Spooking Markets—Weekly Market Review
Weekly Commentary
10/28/2013
Investing Megatrends: An Aging World
Economy
10/25/2013
Can Senior Loans Help A Pension Plan?
Economy
10/22/2013
From D.C. Tricks to S&P Treats—Weekly Market Review
Weekly Commentary
10/21/2013
Deal or No Deal?— Weekly Market Review
Weekly Commentary
10/14/2013
Find Income That's Not at the Mercy of the Fed
Economy
10/08/2013
Investors Should Go Where the Growth Is
Economy
10/08/2013
Are Markets Whistling Past the Graveyard?— Weekly Market Review
Weekly Commentary
10/07/2013
Video: Showdown Over the Shutdown
OppTV
09/30/2013
Look Past the D.C. Drama— Weekly Market Review
Weekly Commentary
09/30/2013
New Ways to Think About Credit Ratings
Timely Topic
09/30/2013
Managing Risk: The Active Approach
Economy
09/28/2013
Surprise! No Fed Taper Yet
Economy
09/18/2013
Open Your Portfolio to New Ideas
Economy
09/03/2013
Investing for Real People
Economy
09/03/2013
Multitaskers in a Portfolio
Economy
09/02/2013
Risks You Could Actually Do Something About
Economy
09/02/2013
Taking It to the Bank (Barron's, 7/15)
Economy
08/23/2013
Emerging Market Growth with Developed Market Firms
Economy
08/16/2013
Data Deluge: A Structural Growth Story
Economy
08/15/2013
Investing Megatrends: Mass Affluence
Economy
08/15/2013
The New 60/40
Economy
07/29/2013
Investing in the U.S. Energy Revolution
Economy
07/15/2013