My Comments: Continuing with the theme that if you have exposure to the markets you need to be very careful, here is another metric from someone who knows how to read the tea leaves. I’m reluctant to continually use fear to motivate people to act. But if you are not now in cash, then you …
Category: Investing Money
Economic Collapse Scenario
My Comments: I know, I know, I sound like a broken record. Last Friday I spoke to a gathering of about 100 retired people. And fear of the markets was shared by almost all. For many, uncertainty itself causes fear, but when added to the doubts about how to avoid the inevitable, it becomes palpable. …
The Fiendish Bond Market Needs a Radical Rethink
My Comments: In keeping with my recent posts that suggest a strong market correction is coming soon, some readers have suggested the solution is to shift away from stocks into more bonds. I remind them that interest rates have been declining since 1981 and they too will reverse course at some point. When they do, …
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Markets Up or Down Next Five Years?
My Comments: Here’s another cautionary tale to put somewhere in a mental box to look at when you start thinking again about your financial reserves. That another crash will happen is almost certain. What is not certain is when it will happen, so all you can do is decide whether you want help to figure …
Short-Term Optimism, Longer-Term Caution
My Comments: You by now know that I'm expecting a signficant market correction in the near future. However, when I say that, one has to wonder what I mean by "near". An analogy I sometimes use is a comment by a currency trader I knew years ago. His idea of "near" was in the next …
Stop Tinkering With Your Retirement Portfolio
My Comments: I can’t tell you how many times over the past 40 years that a client has talked with me suggesting something is wrong with his investments. It usually comes after a long run up in the markets and he or she thinks his portfolio is lagging. And almost every time we’ve made a …
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The 4 Drivers Of Stock Market Prices
My Comments: In recent posts I’ve suggested there is a looming crash in the markets that will negatively impact all of us, except perhaps those of us with the ability to go to cash and go short when the crash happens. To hedge my comments, I’ve said “sometime in the next 3 years.” Here is …
Shoeshine Boys and Thinking At The Margin
My Comments: When the last crunch time came in 2008 and 2009, I vowed to find a better solution for my clients. The idea of losing 30% or more of the value of your retirement holdings over the course of a few months is devastating. For many, it’s taken years to get back to where …
For Safety and Yield, Where’s the Best Place to Park Cash?
My Comments: There’s an old adage in this business that “Cash is King”. You be the judge going forward. By Adam Zoll | 09-16-14 Question: I'd like to invest a portion of my cash holdings in something safe that will earn at least a little interest. Between a money market account and a short-term bond …
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4 Reasons Why Not To Go Long The S&P
My Comments: Some of my responsibility as an investment advisor is to provide warning if I think there are pending changes in market direction. But since I have no idea what I may eat for lunch today, telling folks about the next crash will happen is pure speculation. But... I compensate for this inability by …
Helping Define Your Financial Future 