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Market Thoughts Into Year-End

I sent this note out to my clients earlier in the week. If you are interested in our Managed Account Products, please email me at: [email protected] After QE-1 ended, the market dropped -17%. After QE-2 ended, the market dropped -21%. Now that Operation Twist/QE-3 is over, many believe the market will drop again. In my [...]

By | 2016-11-26T07:10:49+00:00 November 1st, 2014|Tags: , , , , |

Caution Warranted

Last weekend, I wrote a post about the lack of "New Ideas" in this market. On Tuesday night, I posted a video saying I was "short-term cautious." I know it hasn't paid to say ANYTHING bearish over the past 18 months because EVERY DIP has been bought, but this pullback feels different. I'm noticing that [...]

By | 2016-11-26T07:10:50+00:00 March 13th, 2014|Tags: , , |

A Seasonally Strong Time of the Year

Nothing has changed with my Fourth Quarter Game Plan that I outlined on 9/16/13. 1) There will be no Fed taper until next year. 2) The S&P 500 could see +5-7% upside from here, but individual stocks could potentially see significantly more upside. My feeling is that individual stock pickers will be rewarded more than [...]

By | 2016-11-26T07:10:51+00:00 October 17th, 2013|Tags: , , , , , , , , , |

Two Reasons The Market Will Make New Highs Later This Year

REASON #1 As many of you know, I use the price action of leading stocks to help me determine the overall health of the market. Everything else is just noise. When the market corrected in June, I thought we could be heading into a deeper correction...but something interesting happened. As I did my nightly screening work [...]

By | 2016-11-26T07:10:52+00:00 July 4th, 2013|Tags: , , , , |

Three Summer Scenarios

On 5/28/13, I wrote a blog post about how I lightened up my equity exposure. The S&P 500 was at 1660 and proceeded to drop over 60 points. When the S&P 500 found support on its 50-day moving average (around 1600 on 6/6/13), I began to increase my exposure as discussed here. Since then, the [...]

By | 2016-11-26T07:10:52+00:00 June 24th, 2013|Tags: , , , , |

5 Reasons A Rally Might Be Coming

1) The number one criteria I use to judge the overall health of the market is STOCKS. We need to see strong fundamental companies building sound technical bases and breaking out on strong volume. We're not quite 100% there yet, but I am noticing more and more trading setups. If they work out, that will [...]

By | 2016-11-26T07:10:55+00:00 December 11th, 2011|Tags: , , , , |

A Few Words of Caution

Every night, I go through my stock screens and look at approximately 1,000 stocks. Why? Because this is the way I was taught to evaluate the overall health of the market. If I find tons of strong fundamental companies building sound technical bases, breaking out on strong volume, and holding their gains, I feel confident about exposing my capital [...]

By | 2016-11-26T07:10:55+00:00 July 26th, 2011|Tags: , , , , , , , , , , , , , |

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