A trend or perhaps out-performance can sometimes be deceiving. You've heard me say it before, you must be wary of time horizon. Know what you are analyzing and then look from a different perspective, discern the necessary details. We tend to like visual analysis and it will often paint a very vivid picture. Take, for instance the performance of a [...]
This week, one particular article sparked an intense internal dialogue about some of the global economic realities that have us concerned. The article is from Peking University’s Professor Michael Pettis. Prof. Pettis opines that Chinese citizens would rather save than spend and that Japan, who has recently run a current account deficit, would prefer to run a surplus. In China, [...]
Joseph A. Gomez, Sr. Investment Advisor Will 2012 be a repeat of "Sell in May and Go Away"? Collectively, strategists are expecting the S&P 500 to finish 2012 at 1,350, which would be a gain of over 7%. HSBC has a year-end 2012 price target of 1,190 (down 5+%). Goldman Sachs is expecting the S&P 500 to finish the year at [...]
And so another year has passed into the history books - the older I get, the faster they seem to go - and investors must again try to position their portfolios for a profitable year. It hasn't been easy to do the last few years and this year promises to be just as challenging. The usual suspects that made last [...]
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