XLF

The Fiscal Cliff: Even the Bad News Is Good News

The fiscal cliff issue isn't clear-cut. In reality, the range of outcomes is huge. Most are bad for the economy, but for traders, the news is all good. More

Are You as Diversified as You Think?

The markets have rebounded since the 2008 but their have been some major changes to risk asset correlation measures that investors must understand More

Your Best Sector Bet Going Into Year’s End

Mean reversion would seem to favor a rebound in utilities during the last month of 2012, but this sector looks better suited for a year-end rally. More

The Market Can’t Recover Without Tech-Stock Strength

After leading the broader market higher most of the year, the Nasdaq-100 is down almost 10% over the past three months. Markets need tech to move higher More

European Financials: Look, Don’t Touch

Despite the sector's strong run lately, the eurozone is still a mess. No need to rush in yet -- wait for the next shoe to drop before buying. More

Are Energy Stocks the Next Shoe to Drop?

The energy sector is dominated by companies like Exxon and Chevron as together they account for a whopping 35% of the XLE. As they head down so does the sector More