Asset Allocation

The current U.S. equity market has something for everyone. Whether you are bullish or bearish, there is no shortage of indicators or charts you can use to support your thesis. Let’s run through both the Bull and the Bear case here. In the spirit of Confirmation Bias, feel free to skip ahead to the part that best supports your current positioning.

Greed may have been good for Gordon Gekko. but in the investment world it rarely is. As Warren Buffett is famous for saying "...be fearful when others are greedy and greedy when others are fearful” [and now is such a time]...to start showing some level of fear here in the face of extreme greed by the crowd. The crowd can be right for a long time, but they are rarely right at extremes. While this time may be different, the probabilities suggest that at the very least it will be a more difficult environment for equities going forward.

3D printing is making a splash in many industries - such as medicine, automotive and electronics - with the largest end user customer base (38%) located in the US. The infographic below describes how 3D printing works (like me, haven't you always wondered?), details on the ins and outs of 3D printing and its present and future effects on the business world.

Some market commentators are touting gold as a great portfolio diversifier, convincing investors that the precious metal could benefit their portfolio but there may be better alternatives than gold if the motivation is to find a hedge for economic uncertainty or political unrest.

A big short term move in both stocks and gold is probably fairly imminent as periods of extremely low volatility like we are currently experiencing are invariably followed by periods of very high volatility that are brought about by a trigger event of some sort. There will probably be an advance warning somewhere, in a corner of the markets that perhaps isn't widely watched...[so] keep a close eye on these 12 inter-market signals.

I am 100% confident that 1) precious metals will bottom this year and resume a new leg to the upside, 2) the extreme emotions right now regarding gold and silver are typical at major turning points and 3) all the underlying fundamental, cyclical and technical conditions for a new bull market in gold and silver are in place. Here's an update on the latest action in gold, silver, platinum and palladium

Should gold stock investors and speculators worry about the effect of a decline or cyclical bear market of the S&P 500 on the mining sector? You'll be surprised at the answer!

How have the traditional safe havens performed since the great financial crash of 2008/2009? What can we expect from the traditional safe havens going forward? Those are the two questions we try to answer in this article.

Investing in natural resources and precious metals is attractive today because the sector is so much cheaper than it was three years ago.

Many investors with little appetite for risk think cash is the safest asset class but there's a much better way to control risk than keeping all your money in cash or bonds: diversifying through a modest addition of stock to the mix. How much should be in stocks? Read on!