I am not a trader or market timer, but if I was I might be looking at long term Treasuries right now for the following reasons:1. Rates have backed up quite a bit as money has shifted out of bonds and into stocks based on the stock […]
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Will investors ride bull market?
My bullish call on stocks at the end of 2012, so far so good:http://www.csmonitor.com/Business/2013/0126/Will-investors-ride-bull-marketThis wasn’t about predicting earnings, the jobless rate, etc. Simply the market had been in a downtrend right after the election, it […]
Will investors ride bull market?
My bullish call on stocks at the end of 2012, so far so good:http://www.csmonitor.com/Business/2013/0126/Will-investors-ride-bull-marketThis wasn’t about predicting earnings, the jobless rate, etc. Simply the market had been in a downtrend right after the election […]
The Risk of Safety
Yet another article about the bubble in the bond market:http://online.wsj.com/article/SB10001424127887323854904578261733526191140.html?mod=ITP_businessandfinance_5Most investors today have never seen a bear market in bonds, interest rates have been steadily decreasing since the early 80’s so investors have come to look at bonds […]