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Apple’s Shareholders Expect Too Much
Apple’s (AAPL) 2012 rapid price rise has produced the risk of a significant price drop. The problem is that the uptrend is being seen as confirmation of Apple’s superiority, so concern has diminished just when caution is warranted. Instead, there is building confidence that the fast gains will continue. Compounding this up = expectation-of-up... »
3 Steps To Winning In The New Bull Market
The “easy” money 3-year bull market is ending, but a new one is beginning. The previous, extended period of rising stock prices was built on improving fundamentals. The 2010 and 2011 mega-fear periods helped keep worry alive, allowing stock investors to acquire and hold attractively priced stocks. However, the shift to normality is upon... »
The 3 C’s Needed for Investment Success – Now More Than Ever
News reports, pundit predictions, radio talk shows and reader comments have reached loud, negative levels. Unbridled pessimism has sprung up regarding just about everything. Like last year at this time, events and facts have been blown out of proportion and only negative indicators are taken as the “truth” with which to forecast a trend.... »
How to Prepare for U.S. Stock Market Upside Risk
Libya? Oil prices? U.S Dollar? Employment? Inflation? Forget about those risks. There is a new U.S. stock market risk warning that has just been revealed on Wall Street. (more) This article is on SeekingAlpha.com »
How to Earn IPO Profits from the Inside
No, you don’t have to buy private shares of Facebook. There is a more diversified, less risky (and possibly more profitable) approach. Not seen since the 1960s have private investors had access to IPO gains from the issuer’s side. Here’s the story: »
Prepare for Turn: Macro/Passive Out and Selective/Active In
Macro investing is losing its grip on investment returns as “global” twists and turns (and frights) diminish in importance. In its place is a growing realization that security selection is back – that there is good money to be made by correctly separating the winners from the pack. Therefore, expect macro investing to give... »
New Investment Horizon Ahead – Four Steps for Adjusting Our Focus and Strategy
Previously I described why I think the macro investing trend is ending and that, in the midst of its popularity, we need to take a contrarian stand to get ready. Below are... »
How to Profit from Trend Changes
Yesterday I discussed a likely trend change coming (see “WSJ Accidentally Identifies Macro Investing’s Probable End of the Line“). Investing for such a change can be highly profitable. Trend changes are actually numerous, relating to virtually all investment types, groupings or management approaches. The goal isn’t to spot all of them. Here’s what’s needed… »
WSJ Accidentally Identifies Macro Investing’s Probable End of the Line
Last Friday, The Wall Street Journal published a lengthy, front-page article that unwittingly described why the powerful macro investing trend might be close to ending. “Unwittingly” because the article attempts to explain why the trend should be with us forever. »
Pitfalls in Today’s US Stock Market – Part 3
Given Wall Street’s disruptive game playing described in Parts 1 and 2, what’s an investor to do? Today, I address “III. How we can invest and protect ourselves.” »
Pitfalls in Today’s US Stock Market – Part 2
This write-up continues yesterday’s discussion of an investment approach that seeks to frighten investors into selling at abnormally low prices. Under “II. Why is it allowed to exist,” we covered the removal of short-selling controls (uptick and “naked”) and weak enforcement of false rumors. Today, we will review two other important, negative forces in... »
Pitfalls in Today’s US Stock Market – Part 1
Yesterday, I described two professional investment management approaches. When opportunities arise in emotional times, buy Sell short (and incite); then buy The first is not only sound investing, it provides the means for generating liquidity in tough times, a key element to the long-term health of our public ownership system. The second is the... »
Currency Moves Signal Panic Selling – Use It to Our Advantage
Yesterday I discussed how to use currency exchange rates for understanding global economic and financial conditions. Today, let’s look at how the rates can provide a window into emotional investment moves, particularly panic selling, and how we can use the information to our advantage. »
Wall Street Hits Air Pocket – Two Trading Lessons (Part 3)
Actually, the title should read, “Two 1967 Trading Lessons Confirmed.” Thursday’s stock market gyrations reminded me of those still-valuable lessons learned 43 years ago as a result of one trade… »
Closed-End Funds Selling at Discounts Offer Bonus Returns
Last month, I wrote, “Closed-End Funds – Structure and Price Discount Add to Potential Returns” (March 12), in which I described the benefit of the closed-end structure for portfolio managers and investors. Today, I want to explain why funds selling at a discount represent more than an opportunity to make an added gain if... »
John Tobey on Seeking Alpha
