Tag Archives: bearish

“We’ve been expecting a sell-off because..” What BUNK!

Well I just have to laugh-out-loud.  We know what the market is doing: NEW YORK (MarketWatch) — U.S. stock futures fell sharply on Thursday, along with Asian and European equities as well as gold prices and bonds after the Federal … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , | 5 Comments

High Consumer Confidence is bad news for stock market!

The latest consumer confidence release shows a significant improvement. “Rising home prices and a rising stock market are two key factors that are boosting consumer confidence. And a third factor is rising strength in the jobs market. The consumer confidence … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , | 5 Comments

Gurus cannot time markets? I’ll tell you who can!

Studies examining former market calls (like checking the rear view mirror) of experts suggest that the ability of ‘gurus’ to predict markets is less than 50%.  Slightly worse than flipping a coin.  In my book I pick on a couple of very … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 1 Comment

Is stock market going to tumble over the fiscal cliff?

I saw the following comment/question just the other day and was surprised since it was in response to a posting I initiated way back in August 2011 entitled “Is the market on thin ice?” The theme of the original commentary … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 1 Comment

Ready to take on some investment risk? Instead ‘do the opposite!’

For decades I taught younger portfolio managers and trading professionals that the best investment strategy is always to “Do the Opposite.” Virtually every summer this would mean buying while others are selling and bids are few and far between; most … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 5 Comments

Are Mutual Funds Dead? Or Making a Comeback?

In the spirit of ‘do-the-opposite’ I’m thinking the worst may be over for the estranged ‘mutual funds’ that invest in U.S. stocks. My first indicator, is that finally cash is exiting money market funds. I disagree with this headline though: from … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment