“. . . as we know, there are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know   Read More

“. . . as we know, there are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know   Read More

Here are two sleep-at-night mutual funds that, together, constitute a well-diversified portfolio with exposure to different geographical areas and industries.

Trade tensions and inverting interest rate yield curves have increased market   Read More

US fundamentals remain very strong, and even though this is one of the longest bull markets in history, the economic recovery is also one of the shallowest in history, suggesting   Read More

‘How High is Up?’ The Three Stooges, in the 1940 short film of that name, found it was on the 97th floor of a Manhattan construction site. MoneyLetter columnist Keith   Read More

MoneyLetter columnist Keith Richards thinks that the market is ripe for a stronger-than-normal tendency for sector and stock rotation from strong to weak performers in the coming weeks. He names   Read More

Hero today, Zero tomorrow. That’s how ValueTrend portfolio manager Keith Richards reminds himself that sector rotation is becoming faster and more pronounced of late. So who’s hot, and who’s not?   Read More

Barrie, Ont.-based ValueTrend portfolio manager Keith Richards thinks so and he offers nine indicators as the evidence that convinced him to adopt a bearish market outlook and a defensive investment   Read More