Tag Archives: bullish

Are markets in denial? Recent history in one chart!

Are we and the stock market in denial?  Talk of a ‘double-dip’ recession seemed to grow quieter once the correction I predicted back in January ran its course and the market headed to new highs.  I still adhere to my … Continue reading

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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

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Correction done? Don’t bet on it!

On March 20th, I published the following quote in my regular money.ca blog entitled: Reacting to headlines is perilous! Most worrisome: Jim Cramer (wait long enough and you’ll eventually be right) is more wound up than a four-year old high … Continue reading

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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

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Consumer – lower confidence is GOOD news!

Consumer confidence is often mistaken as a leading indicator. My experience over many years is that the measure is used at times to rationalize irrational bullishness – when the brain says sell and take some profits, but the urge to splurge is … Continue reading

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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

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Forget oil, metals, gold – invest in U.S. industry.

I wrote in my posting dated May 17th, entitled Bond rally or feint? Bullish stocks again! the following: “The issue now is does one make decisions based on history or does it make more sense to look through the current ‘correction?’  … Continue reading

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