Archive for June, 2012

Overwrought Bearishness = Stock Opportunities

Tuesday, June 26th, 2012
Overwrought Bearishness = Stock Opportunities

Reading the recent news pieces, you’d think the world economies and stock markets are plummeting with no hope in sight. Even Bernanke and the Federal Reserve are issuing “dire” (AKA low growth) forecasts. Yesterday came this piece: “We Are Living in a ‘Modern Day Depression.'” This bearish interpretation is not supported by the data.... »

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It’s Time To Adopt A Non-Intuitive, Irreverent View Of The Market

Monday, June 4th, 2012
It’s Time To Adopt A Non-Intuitive, Irreverent View Of The Market

Last week’s market sell-off, particularly Friday’s 2.5% drop, was ugly. What happened to that for-sure bull market widely discussed earlier this year? Is it still there, so this a dip to buy? Or are we now in a bear market? I expect that this messy market is offering opportunities and that we will see... »

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