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Archive for the Market Timing Category

Fareed Zakaria GPS – CNN 10-25-15

Salient to Investors: Fareed Zakaria said: When politicians have been in power for a decade, voters usually want a change no matter how popular the leader is. The hallmark of populism is anger. Left-wing populism is mostly about economics. Right-wing populism is mostly about culture. Both hate the big city elites who

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Looking for the lifeboats – The Economist 09-19-15

Salient to Investors: Both equities and government bonds are overvalued but are unlikely to fall in tandem. Long-term investors should ignore short-term market declines because over the long-term, asset prices rise – US equities overcame the dotcom bubble and 2008 financial crisis to reach record highs in 2015. However, equities could be

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Panic Now! Avoid The Rush – David Stockman’s Contra Corner 09-02-15

Salient to Investors: Lee Adler writes: We are in the first leg of a bear market. Markets are neither crazy nor sane, but measure and reflect liquidity. The two official rules are a) the trend is your friend, and b) don’t fight the Fed. Be positive in your coverage of

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Is A Bear Market Starting? Prepare To Be Mauled, Down And Up – Seeking Alpha 08-24-15

Salient to Investors: Miles Hoffman writes: Expect at least a 20% move down, and a seasonally bearish Fall. Bear markets have two phases, and can move down and up sharply. The first is where the leading sector of the prior bull market goes into a bear market, while other sectors

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Advice After Stock Market Drop: Take Some Deep Breaths, and Don’t Do a Thing – The New York Times 08-21-15

Salient to Investors: Stocks are most useful for long-term goals so it does not make sense to change your investment strategy based on a blip (sic) of market activity. There is absolutely nothing abnormal going on in the market. Research shows that long-term portfolio performance suffers badly by missing just a few days

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Reassess Your Investments Before Next Panic – Wall Street Journal 08-14-15

Salient to Investors: Jason Zweig of The Intelligent Investor writes: Don’t join any panic. The market can fall by at least 50% but no one can predict when. Studies show that over time, performance chasing reduces returns by an average of 1.5% per annum; a big bite in a market where the long-term inflation-adjusted

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Why the Stock Market Rally Is Bad News – Bloomberg 10-22-14

Salient to Investors: Regular investors, especially those saving for retirement, have an advantage over the professionals because they can afford to be patient and buy extra when stocks drop – “Be fearful when others are greedy, and greedy when others are fearful” – Warren Buffett. David Santschi at TrimTabs Investment

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Fidelity Reviewed Which Investors Did Best And What They Found Was Hilarious – Business Insider 09-04-14

Salient to Investors: James O’Shaughnessy of O’Shaughnessy Asset Mgmt said: Fidelity found that their best performing accounts were those of people who forgot they had an account with them. The shorter you hold a stock, the more likely you are to lose money. Barry Ritholtz found that when families fought over inherited

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Yale vs. Penn: Where are stocks headed? – MarketWatch 08-22-14

Salient to Investors: Robert Shiller at Yale said stocks and bonds are highly priced and may be joined by real estate. Jeremy Siegel at Wharton expects the bull market to continue, possibly reaching Dow 18,000 or higher by the end of 2014. Siegel said bull markets climb the wall of

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REMINDER: You Are ‘Shockingly’ Terrible At Investing – Business Insider 08-12-14

Salient to Investors: Richard Bernstein at Richard Bernstein Advisors found: Over the period from December 31, 1993 to December 31,  2013, the average mutual fund investor underperformed every asset class and category, including cash, except Asian emerging market and Japanese equities. The average investor would have improved performance by simply

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