This piece originally appeared on Forbes.com. Recovery or bubble? Stock and housing prices are rising, but the real economy refuses to play along. The Fed’s history-making liquidity gambit may have induced a impressive revival … or a false spring that merely delays the true reckoning for decades of too much debt. Which is it? I… Read More
Finding Yield In Alternatives
This article originally appeared as part of Bob’s alternative investing column on Forbes.com. The best known income “alternative” class is MLPs, master limited partnerships. There are many flavors, but the “midstream” variety is most popular; these own the infrastructure assets used to get and transport oil and gas, rather than the commodities themselves (which makes… Read More
Sensible Alternatives For More Income… And 3 Other Portfolio Jobs
This article originally appeared on Forbes.com. Alternatives are probably the most poorly understood corner of the investing universe. That’s too bad, because they can deliver just what investors need most right now: higher current income. But they can also provide inflation protection, cushion the (inevitable) next market downturn, and stretch return singles into extra base hits…. Read More