Domestic Fixed Income update
Every now and then you should look at your fixed income portfolio and see where the market has been and if there are any obvious opportunities?  I offer this three year chart comparing the components of the domestic fixed income markets. 

Water on the moon?
NASA discovers water on the moon is a game changer in evolution of man and therefore there will be huge profits over the next twenty years as humans race to settle - conquer the moon and its potential resources.  "The Graduate" said plastics, today let me be the first to say "Space".Start looking at companies that NASA is currently working with and the small cap sub-contractors and put together a portfolio before the rest of the world starts running those prices up.  Obvious winners are Boeing, Airbus, Lockheed Martin, GE and dozens of others.  Super-sized returns are going to be in small cap companies that build the specialized components like power systems,

Three month chart of Equity Indexes
First, a couple days after "Currency Questions" the news reported that England could be downgraded, I quickly dumped it and split proceeds between WIP and TIP.Now look at the last three months for SPY, EFA, EEM, QQQQ, MOO and IWM  Interesting wave pattern - correlation seems to be 1

Small Caps
So I ran the asset allocation chart for you a couple days ago and you should have noticed that small cap stocks should be somewhere between EEM and SPY, but it is not.  IWM sits right on top of SPY and that ain't right.So if you are thinking which small cap index to invest in, take a peak.  Thomas Lee, JP Morgan this morning was pitching small cap growth IWO. 

Asset Allocation chart
I am working on producing my first video blog and was trying to think of what to say.  I ran this chart and it was so important, I just had to share it with you.  I might still use the chart as part of the video but take a peak at the past three years and the broad asset classes.