Tag Archives: correction

Why the S&P 500 should fall another 10% to 20%.

The risk of being so right in one’s projections (I called this meltdown months ago) is you begin to second guess yourself – maybe now I should turn bullish? The recent rally (which I covered in my “It’s a Trap” … Continue reading

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The Day After – Catalyst for resumption of Bull Market will be a surprise!

I provided a rather winded explanation in my previous discussion about why the current correction was inevitable.  Since then, the S&P 500 has declined roughly 3%.  It is likely to get worse before it gets better? My own estimation was … Continue reading

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Jim Rogers stealing my thunder? GOLD!

I can’t help but admire anyone who rides a bike for long distances, and Jim Rogers is one of those who takes the cake. I met him in Scotland at the Chartered Financial Analysts Institute’s Annual Conference (2010). Although my … Continue reading

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BONDS – Where we go from here!

But there may be reason to expect any correction to be mitigated by a FED that wants to simply layoff the accelerator rather than apply the brakes. There have been periods when interest rates have climbed modestly yet stock markets continued to be relatively generous. Continue reading

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BONDS – Where we go from here! (And what about equities?)

But there may be reason to expect any correction to be mitigated by a FED that wants to simply layoff the accelerator rather than apply the brakes. There have been periods when interest rates have climbed modestly yet stock markets continued to be relatively generous. 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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Everyone expects a correction; they just haven’t caused one yet!

The release of data that is unexpected can be disruptive to markets as we’ve just experienced, but what causes even more volatility is the impact of surprising data releases on investor expectations.  Bear markets caused by recessions are easier to … Continue reading

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Selling bonds to buy stocks? Try door #3 instead!

I have been warning about bonds now for over 6 months. Finally the press is catching on, ensuring that a normal development over the course of a business cycle (whether ignited by natural forces or government intervention) – rising interest … Continue reading

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The ‘bonds’ are back in town? Don’t be fooled!

Back on June 4th, in my commentary suggesting Yogi Berra (“When you come to a fork in the road, take it!”) would make a great investment strategist I thought at the time we were indeed at a fork in the … Continue reading

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Is the end near? For yield it just might be!

A huge believer that what we read in the press is always the exact opposite of what we should expect, the universal agreement by pundits that interest rates will remain at rock bottom levels must be a signal.  And the … Continue reading

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