Market Commentary Archives - Page 30 of 33

You Want to be Bullish?

Jan 19, 2011 | Market Commentary

If you’re looking for a reason to be bullish, this chart says it all. After a period of inflation (taking place over multiple years), there is a huge cyclical bull market.

The actions the Fed are taking today are inflationary, pure and simple. This bodes well for the future.

CLICK FOR FULL ARTICLE – YOU WANT TO BE BULLISH?

Equity Borrowing Surges

Jan 19, 2011 | Margin, Market Commentary

Margin debt (borrowing to buy stocks) climbed by $38.2 billion in September through November according to the NYSE. This was the biggest in 3 months since mid-2007.

Overall though, equity debt is much below market peak levels.

This could fuel equity markets and be a nice bullish sign for us.

FULL ARTICLE

2010 Review / 2011 Preview

Jan 12, 2011 | Market Commentary, Videos

This week is my annual 2010 review and 2011 preview.

I start out by talking about what I got right and wrong from my 2010 preview 12 months ago (you mean I’m accountable?)

I then talk about reasons to be bullish countered by reasons to be bearish on 2011.

I conclude my video with specific actions I’m taking with my clients. This includes

* What I’m doing with my bond exposure

* How I’m allocating amongst large cap, mid cap, and small cap

* What I’m watching as an indicator of market health

* What sector I like for a long term buy over the next decade

This is my 2011 action item video. While I want you to watch all of my videos that come out each week, if you can only watch one then this is the one.

Year End Market Review

Jan 12, 2011 | Market Commentary

Nasdaq + 16.9%

S&P 500 +15.06%

DJIA + 11.0%

First 4 months were up and down but the trend was generally up, followed by a horrible May and June, July and August up and down , with the last 4 months of the year making it a nice year end.

CLICK FOR FULL ARTICLE

See my video in the next post for more information.

Is This Your Average Secular Bear?

Jan 12, 2011 | Market Commentary

In my blog I like to present both sides of the argument and then give you which side is more persuasive to me.

This article states what I feel, which is that we’re in a long term bear market, but we’ll have years that are good (like 2009 and 2010).

Secular bears end when the excesses that caused the prior bull are extinguished.

I’m not convinced we’ve addressed the excesses yet.

CLICK FOR FULL ARTICLE – IS THIS YOUR AVERAGE SECULAR BEAR?

Euro has 1-in-5 Chance of Lasting the Decade

Jan 12, 2011 | Europe, Market Commentary

Because of competitive imbalances between the members of the European Monetary Union, a British think tank believes the odds are against the Euro surviving as a single currency.