The ideal time for investors to be considering an active investment strategy is after a long period of smooth, upward returns that leaves the index on the higher end of the valuation spectrum.
Emerging markets have not benefited from quantitative easing, so tapering would only improve the situation.
How many of us truly have the stomach or temperament for investing in the most hated of asset classes?
Nowadays the career risk of remaining bearish at this point is simply too high a price for most to pay.
Everyone focuses on the question of when tapering will occur, but the real question should be whether it matters.
As U.S. equities are hitting all-time highs, commodity prices are at their lowest levels of the year.
The bulls' argument for a further climb for equities is treading on some very thin ice.
Everyone feels good about the market thanks to Twitter, but don't ignore the red flags.
Don't assume QE means uninterrupted new stock highs as far as the eye can see.
The yen has a tendency to rise when fears of volatility and a correction are increasing.