Fed Aggressiveness Following Delayed Liftoff Sets Up 2023 Collision

My Comments: My awareness of and respect for Scott Minerd goes back decades. I recall him being the featured speaker at an investment seminar I attended in the late 1980’s. This was long before his current role as the Global Chief Investment Officer of Guggenheim. I’ve always found his comments to be both revealing and …

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An Economist’s Warning for Stock Market Investors

My Comments: Apart for the different spelling of certain words, the following should encourage you to be very cautious about keeping your money in the “stock market” going forward. I’m less worried for those of you with a long-term time horizon of 15 - 20 years. Chances are you’re not about to become a retired …

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8 Facts You Need to Know About Stock Market Corrections

My Comments: Virtually every employed person in the US has some expectation of getting older and having to survive on resources accumulated over the years. A great many of them have money accumulating in retirement accounts that to some extent depend on continued advances in the stock and bond markets. It’s very easy to go …

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The 1-Minute Market Report for February 4, 2022

My Comments: Among my weekly reference points is this 1-Minute report that appears from time to time from Erik Conley on a website called Seeking Alpha. You normally need to be a subscriber to see it. That being said, here’s what I found this morning. If you want more than a quick summary, you may …

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History Suggests a Stock Market Crash Is Likely

My Comments: Here we are again with another flip-flop. By now you know I have absolutely no clue WHEN a crash will happen, just that it will. If you think what the writer below is saying is nonsense, that’s OK. It may be. On the other hand, I made a living for decades trying to …

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Pass on the Investment Casino

My Comments:  Among the world of thought leaders I follow in the world of money, is a man by the name of James Dahle. He runs a site called The White Coat Investor. His primary audience is fellow physicians whose financial skills fall far behind their medical skills.   Several times a week I get …

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Nine Reasons to Expect a Market Pullback – And One Not-to-Worry

My Comments: The words below come from a group called Tactical Fund Advisors. I’m not promoting their use but given where the markets have come in the past decade, I think it’s prudent to think life will return to normal, a normal that includes market pull backs. It may not be a roaring crash, but …

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Is This Financial Tool the Best Idea Since Sliced Bread?

One of the best analogies I’ve seen used to describe what follows here is that it’s sometimes called the “Swiss Army Knife of Retirement Planning”. This resonates with me as I’ve had a real Swiss Army Knife for dozens of years. It has multiple uses which is why it’s often in my pocket. What follows …

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We Are Now Officially In A Stock Market Bubble

My Comments: After 45 years of playing whackamole with the stock and bond market, I've long concluded I have zero access to a crystal ball. That being said, I now rely heavily on those whose expertise far exceeds mine and are far more likely to be correct than I ever hoped to be. If you …

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Why The Stock Market Is Poised To Disappoint For A Decade Or Longer

My Comments: I've been accused by some readers as being completely out of touch with reality. It's largely because my experience with markets over the past 50 years suggest the market performance over the past 6 months is divorced from reality. Meanwhile the market keeps showing signs of both optimism until it isn't. In my …

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