Yellen is in

Janet Yellen was confirmed today as Chariman of the Federal Reserve.

Say what you want about her being too liberal — or whatever the criticism is — there are two things that I believe are important to point out.

1. This is following a long line of non-partisan appointments. Greenspan with Reagan, which was continued by Clinton. Bernanke (the Democrat) who was appointed by Bush and continued by Obama. And now Yellen. More than anything, they simply seem to ...

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Giving up on Emerging Markets in 2014?

Investors are starting to capitulate with foreign emerging markets investments.

In 2009, the story was that emerging markets would obviously do better than the US. There was so much more room for them to grow….and China was buying all our debt.  Soon they would own us.

By Mid 2013, the story had changed. Emerging markets had underperformed the US for several years. Now might be a buying opportunity! Valuations looked good.

Now at the beginning of 2014, investors are starting ...

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2013 in review

2013 has closed out.  Let’s take a look at what happened.

  •  The S&P 500 had its best year since 1997
  •  Foreign Emerging Markets had negative returns
  •  Gold, precious metals and other commodities had a horrible year
  •  Interest rates came up a little, but didn’t get out of hand
  •  Inflation stayed comfortably low

If someone had told you this was coming as 2012 closed out, would you have believed them? Probably not.

The good news is that you don’t have to be able to predict ...

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