My Comments: Yesterday, my blog post gave you lots of reasons to believe the world was coming to an end., at least for a while. Did you read all of it? Today, you only have to look at the headline above to think I’m either a raving lunatic or as puzzled as you and the …
Continue reading 5 Simple Reasons The U.S. Market Will Go Straight Up From Here
My Comments: Many of you have seen, or soon will when you get your January statements, that 2014 has so far been a bad year for the stock market. This is an article that suggests there is a pattern. I’m not convinced that what he says is not a coincidence, but then again, what happened …
Continue reading The 7-Year Cycle That Will Crush Uninformed Investors, Again
My Comments: I am both blessed and cursed for almost always believing the glass is half full rather than half empty. Right now, my bias is to say that another correction like we had in 2008-09 is NOT going to happen again during my lifetime. But that’s not to say the business cycle of ups …
Continue reading Correction Fears Are Overblown: Buy The Dip
My Comments: With 2013 now in the rear view mirror, the compelling question is what is likely to happen in 2014. Every projection, mine, yours, experts of every stripe, have only the past available to offer insights for predicting the future. Here is someone who has created tables based on five and ten year results …
Continue reading The 88-Year History Of U.S. Capital Markets From 1926-2013: What Happened When?
My Comments: I often tell my clients that if I did have a crystal ball, we’d not be having this conversation as I would probably be vacationing in the south of France. Or somewhere warm. So going into 2014, there are lots of the usual questions including the memorable one in the media these days, …
Continue reading The Danger Overlooked By Most Long-Term Investors
My Comments: This is a little more from Jeffrey Dow Jones, the writer who started a conversation recently about a bubble no one had yet heard about. Many of us in the investment world are expecting a market correction soon. The overwhelming question is when and how severe. But there is little question that it …
My Comments: A couple of weeks ago I sent out an email from this writer that suggested there was a bubble out there that no one was talking about. He described this bubble as a real and potential threat to us as investors. He suggested that while many stocks are historically overpriced these days, those …
Continue reading 3 Weird Reasons to Be Bullish That Will Shock You
My Comments: I recently shared a link with a lot of friends and colleagues about a bubble that might or might not happen. It was called “The Bubble No One Is Talking About.” Bubbles are known to pop. And when its an investment bubble, it has the potential to make life hard for most of …
You may think you have an insight but if you are anything like me, you don't really trust it. However, I do have resources that are very talented and articulate and make coherent arguments that most everyone can follow. To that end, here is a report from J. P. Morgan that you can download and …
Continue reading A look at U.S. Equities: Record Profits – Where do we go from here?
My Comments: This morning I had breakfast with an old friend and among his questions of me was what was going on with the stock market. My short answer was that it was expensive, which means there is growing downside potential, but that it was going to keep running up for a while. His response …
Continue reading Yardeni Sees Bull Market Intact As Roubini, Mauldin Surrender
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