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Investment Commentary

Unemployment by the Numbers

Rather than listen to the endless hyperbole that perpetuates in the media’s discussion of employment statistics, let’s examine the actual data and unemployment trends during prior recessions.

When Medicaid Will Pay for Long-Term Care

Many people still expect that government programs, such as Medicare and Medicaid, will pay for their long-term care needs. Unfortunately, these programs provide limited assistance for long-term care needs.



When it comes to energy, it’s hard to find two countries whose interests are more conjoined than the US and China.

As I remain bullish on oil’s long-term prospects, this week’s installment of Emerging Market Speculator features energy expert Elliott H. Gue’s take on key developments in the global oil market. Mr. Gue is the editor of The Energy Strategist and MLP Profits.

At this point, oil sands production of 3.2 million barrels a day by 2020 seems more inevitable than a United Nations-brokered agreement on climate change.

It’s wise to study the lessons Jesse Livermore left us--lessons that he used to make his fortunes, lessons that, had he followed them to the end, would have made “Jesse Livermore” a household name at the time of his death.

Although most global markets performed poorly amid last year’s financial crisis, global economies didn’t follow the same path. And as credit markets began to heal this year, some countries have been far quicker to recover than others.

Deficits and Small-Cap Stocks

It’s looking as though the run in small caps may finally be losing steam; investors appear to be favoring larger multinationals that should continue to generate dependable earnings, even if inflation kicks up.

Straws in the Wind

I’m a lot less interested in whether a company met a particular earnings projection than I am in how it’s meeting the challenges of competing in its industry or dealing with economic ups and downs.

What Your Heirs Should Know About IRAs

Heirs routinely lose a large percentage of inherited IRAs to unnecessary taxes. The rules are simple, but they aren't obvious and most heirs don't know about them or to ask about them. If you don't want a large portion or your hard-earned wealth and careful plans wasted, be sure your heirs know how to manage their new IRAs. Here are some key points.

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