Reducing one’s overall allocation to certain asset classes is sensible when enough yellow flags wave tempestuously.

Adding currency exposure – at least in the form of a carry trade product – can improve risk-adjusted returns compared to other alternative investments.

Back on April 9, I talked about a “Great Rotation” away from momentum plays (e.g., biotech, Internet, small-cap growth, etc.). Where did the smart money go?

One of the best web sites for identifying trends in the ETF marketplace is ETFscreen.com. And one of the best features at the data aggregation portal is the Relative Strength Factor (RSf) reporting.

Whatever happened to the “Great Rotation?” You remember the predictive theory that ultra-low yields would encourage investors to rotate out of bonds and into stocks.

Stocks continue to consolidate just under their prior high, which is offering formidable resistance.