Category: Alternative Investment
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What trends are driving emerging markets into a bear market?
In Emerging Markets Reached a Bear Market Level we noted the emerging markets index has declined -20%, which is considered to be in bear market territory. The emerging markets index includes 24 countries classified as emerging countries. To… Read More
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Stock market investor optimism rises above historical average
“Optimism among individual investors about the short-term direction of the stock market rebounded, rising above its historical average.” The AAII Investor Sentiment Survey is a widely followed measure of the mood of individual investors. The… Read More
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February Global Market Trends
After a very positive January for U.S. and international stocks, in February it only took 10 days for the S&P 500 to decline -12% intraday and a -10% drawdown based on closing price. Yet, February… Read More
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What in the World is Going on?
The trend has changed for U.S. stocks since I shared my last observation. On January 27th I pointed out in The U.S. Stock Market Trend that the directional trend for the popular S&P 500® U.S. large cap stock index… Read More
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The markets always go back up?
Someone recently said: “the markets always go back up!”. I replied: “Tell that to the Japanese”. The chart below speaks for itself. Japan was the leading country up until 1990. The NIKKEI 225, the Japanese stock… Read More
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Actively Managing Investment Risk
The global market declines in early August offered a fine example of the kind of conditions that cause me to exit my long positions and end up in cash. For me, this is a normal part… Read More
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Here’s to the crazy ones. The misfits. The rebels. The troublemakers. The round pegs in the square holes. The ones who see things differently. They’re not fond of rules. And they have no respect for the status quo. You can quote them, disagree with them, glorify or vilify them. About the only thing you can’t do is ignore them. Because they change things. They push the human race forward. And while some may see them as the crazy ones, we see genius. Because the people who are crazy enough to think they can change the world, are the ones who do.”
– Steve Jobs Read More
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Low Volatility Downside was the Same
In Low Volatility and Managed Volatility Smart Beta is Really Just a Shift in Sector Allocation I ended with: “Though the widening range of prices up and down gets our attention, it isn’t really volatility that investors want… Read More
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Why Index ETFs Over Individual Stocks?
A fellow portfolio manager I know was telling me about a sharp price drop in one of his positions that was enough to wipe out the 40% gain he had in the stock. Of course, he had… Read More
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What You Need to Know About Long Term Bond Trends
There is a lot of talk about interest rates and bonds these days – for good reason. You see, interest rates have been in a downtrend for decades (as you’ll see later). When interest rates… Read More