The Five Phases of a Bubble

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 …

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Ask Me No Questions…

My Thoughts About This: I’ve willingly given Obama a pass more often than not. In the grand scheme of things, I think the values he represents are more in line with my values than those who oppose him. He’s now accused of lying to the American people. But in these days of 24/7 instant news …

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3 Weird Reasons to Be Bullish That Will Shock You

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 …

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Beware the Obama Stock Bubble

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 …

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A look at U.S. Equities: Record Profits – Where do we go from here?

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 …

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Yardeni Sees Bull Market Intact As Roubini, Mauldin Surrender

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 …

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Why Mutual Funds Can’t Protect Against a Stock Market Crash

My Comments: At last! Someone else who thinks like me with but with better writing skills! This explanation is right on target. For comfirmation of these thoughts, click on the word "risk" just to the left and spend a few minutes watching the presentation. By Roccy DeFrancesco on October 21, 2013 I recently saw that …

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Washington Needs to Prove the Political System Still Works

My Comments: Readers of this blog know that from time to time, I express an opinion about politics or economics. I’m still coming to terms with the efforts by folks I consider nuts to shut down the government and risk a default. Having lived in various places around the world, and been exposed to international …

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Time to Retire the Idea of Retirement

My Comments: The idea of retirement has been part of my psyche since day one. My parents had friends while I was growing up who were retired and there was discussion about retirement in the household. Over the following years, the idea was mainstream, expected, and normal. Now, not so much. When you think about …

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J.P. Morgan Weekly Market Recap – October 14, 2013

My original idea was to post these every week or so. Many people like to make their own investment decisions and this recap is a great way to gain insight into what is going on globally. This weekly broadcast from J. P. Morgan will give you some insights as to what is going on right …

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