Risk Rewarded Blog

While headlines have been focused on the machinations of the Federal Reserve and the timing of a hike in rates, folks who actually care about things like corporate revenue growth and earnings per share have been focused elsewhere. In the past week,  it's been retail chains.Results have been flowing out of the sector, providing clues as to the strength...

In my five and a half decades of life on Earth, the most profound technology changes have been personal computing, digital networking and the rise of mobile communications.I suspect that one of the biggest technology changes coming for children born right now will be in energy and transportation, as solar power eclipses fossil fuels and the autonomous...

One of our core technology obsessions is the rapid development of automated transportation systems -- specifically self-driving or semi-autonomous automobiles.The big players are generating a lot of attention in this area, from the goofy Google(GOOG) cars to the "autopilot" software update by Tesla (TSLA) to the "Project Titan" initiative over at Apple...

Analysts at TIS Group reported this week on an IMS Healthcare Institute report on global trends in cancer treatment that was pretty fascinating and had major investment takeaways. I want to share it with you now. The following all comes from the TIS assessment of the IMS report:1. Global spending on oncology treatments is booming In 2014, global spending...

Banking stocks have been on a roll lately and leading the new-high list is big cap, Wells Fargo (WFC). Wells is a money center bank that has regional bank roots and was up 1.2% on the day and looks great. It was joined by JP Morgan Chase (JPM), up 0.9%, Goldman Sachs (GS), +0.4%,Capital One Financial (COF), +1% and a slew of other smaller regional banks...

If capitalism were a predator, its favorite prey would have to be lazy monopolists. Just think of the way cell phones have undermined the telephone companies. Or the way Netflix or HBO Now and other internet streaming services threaten satellite TV providers just as they threatened the cable companies.There’s a special satisfaction in sticking it...

While specific areas of the market are rising with a certain lightness that reminds us that while the economy may be struggling in certain areas -- like shale-oil communities, for instance -- there are other areas that are prospering. Homebuilders are one such area.1. Homebuilders as a Group Are Moving Free of a Large Base PatternTrue, they have been...

I saw some fascinating economic research from Bespoke Investment Group on Monday afternoon that I wanted to share with you.The analysts observed that the Industrial Production report for the month of April, published on Friday, showed a decline of 0.3%, which was notable in that it represented the fifth straight monthly decline in this indicator. IP...