Apple's Tim Cook Needs to Win Back Investors + MORE

May 28 (Bloomberg) — Bloomberg analyst Eric Balchunas has
identified a factor-based exchange-traded product that’s doubled
in size this year. It looks for performance strength in
emerging markets. Bloomberg Radio’s Catherine Cowdery reports
on Exchange Traded Funds.

I would go with 10% bonds and rebalance when the market tanks.

You may not be familiar with the name "Grantham, Mayo, Van Otterloo & Co." — but you should be.

Led by fund industry guru Jeremy Grantham, GMO is a Boston-based money management firm with nearly $100 billion in assets under management. Grantham and his colleagues didn't build that asset base through clever marketing techniques — they simply outperformed the crowd year after year…

Commentary: Current policy remains a boost for markets.

One of my favorite indicators of a bubble is the “Skyscraper Index.” Barclays (BCS) put together a great list of super-high buildings that were built as status symbols … and reached completion just in time for the decadent economies that built them to crumble around them.
If you believe too-tall buildings are a sign of a too-entitled economy, then China seems to be right on track to mark the end of its economic dominance with Sky City…

Commentary: Biggest test yet on horizon for Apple’s low-key boss.

Altera has lagged and languished a bit, but that could be setting up an attractive long-term opportunity    

An American icon is going down the tubes.    

Before this year’s sharp upturn, Japan’s economy and stock market had been going nowhere fast for a long, long time.
Let’s put things in perspective.
In 1990, when I was head of Japan equity sales for Robert Baird & Co., the market value of Japan’s stock market was at its peak – roughly 50% the value of all world markets combined…

Filed under: Investing

Stocks took no time getting back to work after the long weekend today as the Dow Jones Industrial Average was flying out of the gate this morning. The blue chips were up more than 200 points before 10:30 a.m., but cooled off later in the day to finish up 106 points, or 0…

Commentary: Japan’s monetary policy opens a door for investors.