Weekly Commentary for January 18, 2011 This is the point where things *could* get dicey. So it's really important you understand what may unfold in the near-term. Some areas of the stock market -- and some of the stocks, ETF's and mutual funds I bought for you a few...
Weekly Commentary for February 8, 2011 As you might have discovered, I have been in favor of selling a little lately in the stock market. Not a lot. The selling has been primarily in the emerging stock market areas. Part of the reason is because this "unrest" around...
Weekly Commentary for July 11, 2011 Recently, in one of the larger retirement plans where I have many participants as clients, I sold one small-cap fund, but kept another. But wait... last week, I wrote small caps are where we want to be in the stock market. So why...
Weekly Commentary for February 22, 2011 We continue to run offensive plays in the stock market. And as long as we have control of the football, that is what we will do. As I have mentioned before: when the charts change, we will change. Domestic stocks continue to...
Weekly Commentary for July 5, 2011 So why is the subject line "Sideways"? After all, I really wanted to call this the "Greece-y Market." It's "Sideways" because there is a possibility this is how the stock market could move for awhile. Look, isn't it weird the market...
Weekly Commentary March 15, 2011 Before today (March 15), the stock market is up roughly 4% for the year (since January 1st). Since the market peak (short term) on February 17th, the market is down 4%. But it *feels* much worse than it actually is. Now, all we read in...
Weekly Commentary for March 22, 2011 Lots of chatter about how Japan will be rebuilt, and who is going to benefit. Hold on, cowboy. ***** ***** ***** The speculation swirls around heavy machinery, and earth-movers for example. Others are talking up the idea Japan will...
Weekly Commentary for April 12, 2011 Lesson #1: Commodity prices can rise sharply. Lesson #2: Commodity prices can fall sharply. July 11 2008: Crude trades at $147 July 18 2008: Crude closes at $129 This was a quintuple-bottom break. Bad. Two WEEKS after reaching...
Weekly Commentary for April 19, 2011 OK, not quite Paul Revere's Ride, but still, you need to know: the bio-techs are coming. Part of what we do is observe which sectors are on the move ...both UP and DOWN. It's important to be aware of how sectors of the market can...
Weekly Commentary for April 26, 2011 I was in high school in 1978 when the Kinks wrote "A Gallon of Gas" which was a pretty clever tune. After all, a gallon of gas in 1978 had just gone from .45 to $1.00 a gallon. Four weeks ago, a lot of folks were warning "if oil...
