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category archives: Market Recovery
A Reprieve from Misguided Recklessness
More thought provoking work from John Hussman Ph.D. All text below from article. Bolded text by DGWA. Click for full article here. Valuation Review There are certainly alternative methods of valuation embraced by Wall Street analysts. In particular, many analysts view the market as “cheap” based on forward operating earnings, without any consideration for the [...]
I was Two Years Too Early.. Preserving Wealth
In August 2009, I would begin publishing articles on my blog regarding concern for the amount of debt in the world and how that debt would eventually, and negatively, impact financial markets around the world. In those posts I began to discuss measures I would take to protect client portfolios from large loss when markets [...]
Putting the 60% Rally Into Perspective
The data below seems to be quite self explanatory… Stock markets are up 60% plus. How does this rally stack up with previous ones? Here are some key criteria of what previous 60% rallies have looked like when analyzed across 10 different key economic dimensions : Year over Year Retail Sales: 9.3% average in prior [...]
Dow 9800, What is one to do now?
This posting is a more detailed look at my August 20, 2009 posting Commentary | Where do the markets go from here? I’ve recently begun crafting a short list of topics that have me concerned when viewed against the backdrop of current stock market valuations. This list will be a work in progress. I could [...]
No Housing “Bottom,” Just The Mother Of All Head Fakes?
An interesting point of view on the housing market from Whitney Tilson, of T2 Partners. The above information from “The Business Insider” is something I think is useful and interesting. Although it may contain buy and sell recommendations, these are the opinions of the author, and do not necessarily reflect my opinions or recommendations. Before [...]
Managing Your Investments in these Economic Times; Five Key Points, a Detailed Look
In these economic times, investors are challenged to believe that they are still on the right track for investing. Quite simply, this global economic crisis has had the ability to shake one’s confidence in their investment strategy. Given the magnitude of global news headlines and market behavior, it is easy to believe one is not [...]
The Next Bubble, Government Bonds
Yes that is correct, Government bonds, including those of the US Government. The next bubble to burst is expected to be in government bonds due to dramatic price increases in recent months. Investors have poured significant sums of cash into bonds driving up prices and lowering yields. (That’s how bonds work.) Graph below; Ten Year [...]
Why I Don’t ‘Time the Market’
Excerpt below from Clusterstock.com Let’s take a brief trip down memory lane (six weeks ago), if only to illustrate the seductive powers of past performance. Six weeks ago, after two months of horrific market declines, everyone was all-but-certain that DOW 6,000 was in the bag. The S&P 500 was going to 600. The economy was [...]
Commentary | Where do the markets go from here?
Although world stock markets have made excellent ground in recovering past years’ losses as reported in the Financial Times article dated August 15, 2009, S&P surge beats post-war record (click to read article) I continue to remain cautious regarding the longer term outlook for the US and world financial markets. Since nearly 70% of the [...]
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