Market Leadership Rotation Last week saw one of the biggest asset allocation reversals I have ever seen. Going into last week, the quarter had been led by gold and health care (especially biotechnology). Small company stock had performed better…
Market Activity We got off to a bit of a bumpy start in 2014, but we seemed to have stabilized in the last week. Emerging markets have been the focal point of the concerns that have the market under pressure…
Summary Investors continued to push stocks higher in the fourth quarter. Many of the concerns they had going into the year – the economy, political gridlock, Europe, China –faded by the year’s end. A number of bearish market pundits…
First of all, from a trading perspective, nothing has changed. We are still in a bull market, and as such the correct position is to be invested to the limit of your risk tolerance. Stock valuations are high but not…
Current Conditions I suppose after the analogy I used in our Quarterly Perspective I should call this Lion Watch. There are few issues I’m especially concerned about: Valuation - Value Line’s estimated 3-5 year appreciation potential (35%) is as low…