Tag Archives: interest

Why I sold half of everything!

I realize that I haven’t published in a very long time (although I’ve done a few articles in the recent past on seekingalpha.com).  There hasn’t really been much to talk about.  Global government stimulus has heretofore  put a floor on … Continue reading

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Market encroaching on my -35% target.

The stock market has been crushed in recent weeks and is officially in Bear Market territory (down more than 20%). Market pundits suggest that since markets usually provide information in advance, that a recession is “possible.” As I’ve indicated in … Continue reading

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Renegotiating mortgage? Get extra to buy bank stocks and collect dividends.

Between trips to Costco to stock up on supplies, or while working from home you may want to consider doing something given the market meltdown rather than just sitting on your haunches and letting opportunities slip by.  Don’t get me … Continue reading

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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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Markets & September Heebeejeebies – Hide or Ride?

What’s an investor to do when everything expected has already come to pass, and it’s time to strategize for the future – but the potential September/October abyss is in the way? Having warned myself months ago about the coming rout … Continue reading

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China’s Catch-22

I considered the title “bad news is good news” but it seems the phrase ‘Catch-22’ from Joseph Heller’s book is more appropriate. A dictionary describes it as “a problematic situation for which the only solution is denied by a circumstance … Continue reading

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Did your strategist predict this market? Get a new strategist!

Below is a commentary I published on March 8th. Like Warren Buffet, I was especially worried about the bond market. During the months before I posted the article, huge inflows into fixed income funds took place. Suddenly investors began selling … 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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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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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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