Are U.S. stocks still the place to be? Yes and no.
It's unclear if investors are embracing the Fed's expressed confidence.
Think short-term hedging, defense and multiple assets.
Investors who allocated a portion of their capital abroad have been experiencing a whole lot of performance envy lately.
One has to wonder if we may be witnessing a last hurrah for stocks tied to household consumption.
The herd appears to be ignoring the reality that it is buying stocks near all-time highs while simultaneously dismissing the potential of commodities after years of disappointment.
Exchange-traded fund enthusiasts are not throwing in the towel when it comes to the pursuit of higher yielding income, whether it comes from junk bonds, master limited partnerships or multi-asset funds.
When things go wrong you have to cut underperformers, even your favorites, and invest in something else.
If a stock correction is severe enough, the Federal Reserve may vote to increase its monthly bond purchasing activity.
There are times when enough evidence comes to the forefront to make a rational re-entry into certain ETFs, such as commodities.