Archive for October, 2013

Stocks At Mesmerizing Point, So Consider A Little Selling

Thursday, October 31st, 2013
Stocks At Mesmerizing Point, So Consider A Little Selling

One lesson I learned from my 30 years in Wall Street is that even investment professionals can act like novice investors given the right circumstances. Skill and experience don’t always protect us from Mr. Market’s crafty ways. Today’s market and my experience is a case in point. Here’s why I began to have doubts,... »

Posted in Investment Insights | No Comments »

Forget Affordability – Housing’s Trends Signal A Bright Future

Monday, October 28th, 2013
Forget Affordability – Housing’s Trends Signal A Bright Future

It seems that whenever something happens in the housing market, a flock of articles pop up explaining why the signs are ominous and housing is destined to flounder. To me, the oddest one has to do with existing home sales this year. Prices have risen, and the inventory of homes for sale has fallen.... »

Posted in Housing & Homebuilding, Investment Insights | No Comments »

Suddenly Housing Activity Looks Bullish Again

Thursday, October 24th, 2013
Suddenly Housing Activity Looks Bullish Again

An influx of data and observations is reshaping housing’s activity from its hopeful look to something more exciting. The positive developments are so widespread and significant that it seems time to shift from being positive to being bullish on housing. Below are the items I find most compelling: This article is published on Forbes.com... »

Posted in Housing & Homebuilding, Investment Insights | No Comments »

Federal Debt Crisis? It’s Over (And Overblown), So Stay With Stocks

Sunday, October 20th, 2013
Federal Debt Crisis? It’s Over (And Overblown), So Stay With Stocks

The Wall Street Journal placed a large, misleading graph on page 1 last Thursday (Oct 16). In “Congress Strikes a Debt Deal,” the graph highlighted the 20-year, fourfold increase in U.S. government debt and the historically large growth over the past four years. While the numbers are correct, the WSJ’s presentation is not. Here’s... »

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