These hedging strategies provide a degree of protection against fears of a second US recession and further downside in the stock market. Read More
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Our favorite electric utilities are poised for robust earnings and dividend growth after emerging from the toughest stress test in a generation. Read More
Recent downdrafts in equities markets have been scary, but investors can take several concrete steps to play defense. Read More
With US gross domestic product likely to grow at a subpar rate compared to previous recoveries, headline risk related to the EU debt crisis and temporary softness in economic data will roil the market at times. These hedges provide a degree of protection when panic rules. Read More
All the economic models in the world won’t do your portfolio any good if you don’t take action to respond to changing market conditions. You don’t need to be early in predicting a recession or bear market to limit the damage to your portfolio. Bearish analysts who call a market… Read More
My proprietary model puts the odds of the US economy lapsing into recession over the next six months at 1-in-3. Current valuations in the stock market suggest that investors have a far more pessimistic outlook. Read More
The best preparation for the unexpected is a portfolio of high-quality companies. Read More
This Growth Portfolio holding recently cut its revenue guidance, but it's not necessarily the end of the world. Read More
Sam Isaly explores new frontiers in biotech and health care. Read More
We still expect the US to skirt a recession over the next six to 12 months, though the likelihood of an economic contraction has increased in recent months to a one-in-three chance. Read More