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Tag Archives: S&P500
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
Posted in Random Thoughts
Tagged 500, china, commodity, consumption, corporate, correction, countries, crude, debt, demand, earnings, economies, economy, energy, estimates, factory, finance, global, growth, India, inflation, investment, investors, Iran, Iraq, january effect, malvin, malvinspooner, markets, maverick, maverickinvestors.comfuel, oil, oil-producing, OPEC, production, productivity, profitability, profits, s&p, S&P500, spooner, stocks, supply, Syria, tapering, wti
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First a correction; and then another banner year for stock markets!
It shouldn’t be surprising that the current ‘mood’ just oozes caution. The market is kind of like the bear (I met one face-to-face in Alaska many moons ago while fishing in ‘his‘ creek) – at one moment the bear seems content and … Continue reading
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Tagged 500, adams, assets, bond, bonds, bubble, china, commodity, discount, earnings, economic, estimate, expectations, fair, gina, gold, Index, inflation, interest rates, investors, ISM, mal, malvinspooner, market, martin, maverick, maverickinvestors.com, momentum, optimism, overvalued, P/E, premium, price to value ratio, Price/Earnings, prices, ratio, revisions, risky, s&p, S&P500, spooner, stock, tapering, undervalued, value, yield
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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
Posted in Random Thoughts
Tagged behavioural, benchmark, biases, bond, bubble, bubbles, bullish, consumer, correction, earnings, easy money, fair value, fed, financial, fundamentals, GDP, Index, invesment, investors, mal, malvin, markets, maverick, maverickinvestors.ca, money.ca, optimistic, performance, risk, s&p, S&P500, sentiment, spooner, stocks, World, yields
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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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Tagged 500, aggressive, bonds, bubble, business, compliance, correction, crisis, cycle, DJIA, financial, government, inflation, interest rates, intervention, investment, investors, mal, malvin, market, markets, maverick, maverickinvestors.com, monetary, policy, risk, s&p, S&P500, spooner, stock, stocks, treasuries, U.S.$, ubs, US$, warren buffet, yields
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RIM – stock-picking shame and salvation!
Finally RIM is getting some respect. Today ScotiaCapital upgraded the stock to a sector outperform rating: “In our view RIM does not need to deliver the best selling smartphone in order to deliver an upside EPS surprise. And we believe … Continue reading
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Tagged analyst, analysts, apple, BB10, buy, cellphones, contest, contrarian, demand, finance, globe, investments, investors, launch, malvin, malvinspooner, managers, maverick, maverickinvestors.com, mobile, patents, perkinelmer, portfolio, product, research in motion, returns, rim, RIMM, S&P500, Samsung, scotiacapital, sell, shares, short-sellers, smartphone, spooner, stock, subscribers
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Stocks & Bonds…the next 100 years.
Trying to determine investment strategy hinges on a seemingly impossible exercize. Namely, predicting what the world will be like. The most important metrics are interest rates and real rates of return for the more critical asset class alternatives. Despite our … Continue reading
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Tagged 21st, 500, allianz, allocation, allocators, analysts, asset, behavioral, bonds, century, class, economic, economy, equations, equities, europe, fixed, forecast, france, Germany, global, growth, income, italy, Japan, long-term, malvin, malvinspooner, managers, markets, math, maverickinvestors.com, mix, models, outlook, portfolio, premium, quantitative, rates, real, return, risk, s&p, S&P500, short-term, spooner, stocks, Switzerland, treasury, U.S.$, US$, volatility, wizards, World
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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
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Tagged 500, bearish, bonds, buy, cliff, coffers, consensus, deficits, experts, fiscal, fiscal cliff, government, guidebook, interest, investor, investors, malvin, malvinspooner, managers, market, maverick, maverickinvestors.com, politics, portfolio, rates, risk, s&p, S&P500, sell, spooner, stocks, strategists, values
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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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Tagged 10-year, 30-year, analysis, analysts, bond market, bondholders, bonds, china, correction, discount, dressing, europe, growth, Index, interest, investors, malvin, market, maverick, maverickinvestors.com, overbought, overvalued, predicted, price, projected, range, rates, returns, s&p, S&P 500, S&P500, spooner, statements, steady, stock, trading, treasuries, treasury, turmoil, valuation, window, year-end, yield
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Caution in Fast & Furious Markets? NOT!
Being overly cautious because of newspaper headlines is a costly business, as I discuss at length in my very entertaining book and in several past commentaries. The following is a recent quote from the Financial Post in Canada but there … Continue reading
Yogi Berra – as good an investment strategist as any!
“When you arrive at a fork in the road, take it.” Yogi Berra could have been recommending an investment strategy. Everyone is desperately trying to collect some yield while they watch from the sidelines, uncertain which fork in the road … Continue reading
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Tagged 500, berra, discount, earnings, europe, forecasts, government, Greece, Index, indexes, Indices, interest, investment, investors, mal, malvin, malvinspooner, market, maverick, maverickinvestors.com, model, models, predictions, rates, s&p, S&P/TSX, S&P500, spain, spooner, stock, strategist, strategy, TSX, turmoil, yogi
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