Think long bonds, China and steep yield curves.
The cheap can always get cheaper.
Stop the bleeding, think globally and question common sense.
A perception that foreign countries are still loosening monetary policy while the U.S. may be tightening and/or maintaining its monetary stance could lead to a changing of the guard.
Successful investing has never been about throwing the most touchdowns in a single season, it is about making rational decisions to achieve the ultimate goal.
Despite talk of deflation, Gary Gordon sees bright spots in dividend-paying U.S stock assets and dollar-hedged foreign stock assets.
Think value, volume and stimulus.
Why? For one thing, loan growth and loan quality at the regional level are more beneficial to shareholders than the slower loan growth and questionable loan quality at larger institutions.
Brokerage and regional bank ETFs are among those that should do well.
Here are some of the signs to watch for and suggestions on what to do.