Why have so many TV “experts” been so wrong about the market? Many blame government. This demonstrates that they fail to include the government factor in their forecasts. The recessionistas asserted that economic decline was inevitable. Investors were assaulted with negative stories. This included multiple TV appearances by the ECRI and weekly columns from Hussman […]
Sometimes the week ahead, despite our relentless focus on markets, brings policy issues to the fore. Such was the case during the fiscal cliff countdown, and it is happening again. Here at "A Dash" I have strongly advised that investors remain agnostic about politics. It is more profitable to accept the reality of current policy. […]
Are you part of the "dumb money?" Here is a helpful guide: Amateur vs. smart money What the experts are seeing is that retail investors are slamming money into mutual funds, which then buy stocks, of course, but then there are signs that the smarties — institutional investors — are getting more cautious and looking […]
Whenever there is a big market move – in either direction – the question arises: Is it too much, too soon? I predicted that this week's focus would be on whether it was time for the individual investor to return to stocks. That was a good forecast —for about two days! The media tilt ensued […]
[Note to readers — sorry for the delay. As everyone knows, I always plan for the week ahead and I usually write about it. Sometimes I have a recreational weekend, so the writing is delayed. I did some covered writes on dividend stocks today, but that will not be a surprise for regular readers. I […]