Is the rally nearing an end? 10 savants weigh in – InvestmentNews 05-06-13

Salient to Investors: Larry Fink at BlackRock says investors should be heavily invested in equities due to its fair value at a 15.5 P/E ratio for the S&P 500 and good earnings season. Jeffrey Gundlach at DoubleLine said in mid-April that he expects a catastrophic failure because the developed world

READ MORE...

Reluctant Bulls Key for Birinyi Amid Record S&P 500 Rally – Bloomberg 03-29-13

Salient to Investors: Laszlo Birinyi at Birinyi Associates says: The S&P 500 rally has a good year to go as investors give up their pessimism and buy. The bull is very much alive given this sort of hesitancy or reluctance instead of acceptance. There is nothing troubling in view unless people start talking

READ MORE...

Short Sales Decline 53% as Bull Market Enters Fifth Year – Bloomberg 02-04-13

Salient to Investors: Bespoke Investment and Bloomberg say short sales in the S&P Composite 1500 Index fell in February to the lowest in recorded data back to 2007 – the last time at this level saw the Index lose 3.3 percent over the next three months. Bulls say the capitulation by

READ MORE...

Volatility Falls Most Since 1930s as Stock Funds Gain – Bloomberg 02-19-13

Salient to Investors: Average daily price moves for the S&P 500 have seen the steepest decline since the 1930s – the last time the annual average was this low was 1995, when the S&P 500 rose 34 percent and doubled in the next four years. Going back to 1928 shows stocks gain

READ MORE...

Profits at $1 Trillion Meet Valuations as S&P 500 Rallies – Bloomberg 01-22-13

Salient to Investors: 48 of the 67 companies reporting earnings exceeded analysts’ estimates S&P 500 earnings are expected to exceed $1 trillion in 2013, 31 percent more than when the index peaked. The S&P 500 P/E is 9.8 percent below the 6-decade mean. Analysts predict S&P 500 earnings will rise 8 percent

READ MORE...

Hedge-Fund Leverage Rises to Most Since 2004 in New Year – Bloomberg 01-14-13

Salient to Investors: Morgan Stanley said leverage among equity managers climbed to the highest level to start any year since at least 2004. Margin debt at NYSE firms rose in November to the highest since February 2008. James Dunigan at PNC Wealth Mgmt said leverage is increasing among hedge-funds. Gross leverage at hedge

READ MORE...