“In the investing blog, I seek to help you take sound investment decisions free from emotion by sharing my objective insights on markets, sectors, and companies.”
Earnings reports are an important factor affecting stock prices. The S&P 500 quarterly earnings parade starts in a few weeks. How is the 2nd quarter earnings outlook shaping up for different sectors and stocks? The S&P 500 companies are set to report their second-quarter earnings reports in a few weeks. During the first quarter, S&P 500 quarterly earnings… Read More »
Year 2009 has been tough for many investors. Investors who panicked in March and fled from equities to cash have watched their monies earn abysmally low returns while stock prices took off. The S&P 500 is now up 64% from its 2009 bottom, making it difficult for cash-laden investors to decide if it is right to return to… Read More »
With the stock markets taking a breather, calls that the worst for U. S. equities is yet to come are growing louder. Bearish calls usually cite the possibility of a collapsing dollar, rising inflation, or plunging commercial real estate values. In recent weeks, corporate takeover activity has intensified. Disney (DIS) will fork out $4 billion to purchase Marvel… Read More »
Investors are chasing risk since the markets bottomed in March. While the U. S. large cap stocks as measured by the Russell 1000 index are up 10.9%, small cap stocks have rebounded 12.6%. Developed foreign markets have scored even better, galloping 18.0%. While the above returns are impressive, the real action has been in emerging markets. After being… Read More »
The stock market continues to sizzle and pullbacks are modest even in the face of bad news. The ability to digest bad news raises our conviction that the market will add to recent gains in the months ahead. After six straight up weeks, the market has consolidated its gains over the past two weeks and is providing an… Read More »
The March 6 market bottom appears enduring. The credit market is easing; corporations have raised nearly $225 billion in debt during the first two months of 2009. Money supply is soaring at a 15.3% annual rate and cash should soon find its way to the stock market. Technical indicators like MACD and RSI on major indexes are demonstrating… Read More »
DEC. 1993 to DEC. 2025| Fidelity Agg. Growth | 17.6% |
| Fidelity Growth | 14.6% |
| ETF Agg. Growth | 17.4% |
| ETF Growth | 14.4% |
| ETF Style Rot. (since 2009) | 11.3% |
| S&P 500 | 10.8% |
DEC. 2013 to DEC. 2025| Win Rate | 91% |
| Avg. Holding Period | 2.6 months |
| Avg. Gain | 13.1% |
