As investors, we have to play the cards dealt.  I think your approach is similar to my own. A lot of firms are doing well and running lean. The fundamentals are there. I do think the market is a bit ahead if itself right now and I am taking no new positions. Nor am I ready to sell and head for the hills either. Bond fu...more

Don't mean to pile on here, but a Morningstar scan of the record of Mr. Jubak's picks is pretty revealing. And while I have enjoyed his writing for sure, I am fortunate to not own shares in the fund he manages. Although it is a fairly new fund, he has managed to be in all the wrong places during this positive time for ...more

I think you are on the right side of the trade!!!

I am shocked that the economy, and the markets, have not already tanked as Anthony warned about some time ago!!! The current budget fiasco is a direct result of our political leaders and their ambitions. Capitalism will survive, and investor's will also if they keep their focus on those things that they can control!! T...more

Sorry, Anthony but your creditability is less than zero at this stage of the game!!!!