Tag Archives: stock market

It's been an amazing run in the stock market but...I start to feel a bit uneasy about things when I see all news reported as good news, because it either means the economy is getting better or more QE is coming. The fact, though, is that the market is just driving higher on what looks like sheer optimism of continued QE and little else. You can see this optimism in two indicators you'll recognize.

Stocks have generally performed very well in rising-rate environments but the current rate cycle is unlike any other of the past 40 years, keeping investors on edge. A lot will depend on how inflation behaves.

Today, I'm dishing on the unbelievable rebound in residential real estate, pesky rumors about the dollar's demise and a resurgent U.S. stock market. So let's get to it.

With the stock market forging ahead it is imperative that those who manage other peoples money (and/or their own) become extremely well read - beyond their normal corporate reports, opinions and analyses - on the reality of what is evolving in the marketplace from as many different perspectives as possible. Because it would take days to gather such information we have gathered together a number of such articles on the subject with introductory paragraphs and hyperlinks to each. They are well worth your time to read.

The U.S. is the most overbought country on a list of the 30 largest country ETFs, trading slightly more extended than Japan....6 countries are trading in oversold territory at the moment. [Is your country's stock market overbought or oversold? Take a look at the table below].

While I remain cautious on stocks and the risk trade, the technical picture shows that the uptrend to be intact and the bulls should still be given the benefit of the doubt for now. At this point, any call for a correction is at best conjecture [as evidenced by the following 4 indicators]. Words: 399; Charts: 4

"A sluggish economy, political gridlock, tepid earnings, the European debt crisis, high gasoline prices..." I can't really argue with Barron's depiction of the current market environment yet, against all these seemingly negative conditions, the stock market keeps surging higher. Can it possibly continue, though?

I believe Americans feel that investing in the stock market today is counterintuitive because of unemployment statistics, dysfunction in Washington and ongoing negative news about the U.S. economy....Take a visual look at what investors may be feeling in our new infographic...and you can see some of the reasons investors have thrown in the towel.

I don't relish the job of constantly pointing out the risks to the equity markets but since few on Wall Street seem willing (or able) to do this, I'm "making the call" for a market correction, as enough variables have aligned to indicate a high likelihood of stocks heading downwards from here. Words: 1203; Charts: 6

Don’t buy this stock market. It isn’t worth the risk. Relative to earnings, most stocks aren’t expensively priced—but there’s a reason for that. [Let me explain.] Words: 318