Posts From John Del Vecchio

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Investing

In an Economy Stretched to the Max, How Liquid Are Your Investments?

In recent weeks, I’ve written predominately bearish pieces with respect to my view of the market. And, of course the market has claimed higher. My views aren’t intended to be

Forecasts

When Will We Learn? Fueling Economic Growth With Debt Doesn’t Work!

Humans tend to have short memories, especially when it suits them. We ignore danger in favor of pleasurable — albeit short-lived — outcomes. You’d think that after the last stock

Investing

Eager Beavers: Investors Spawn a Vicious Cycle

After experiencing a huge decline in investor sentiment during the market swoon in October 2014, nearly everyone has become bullish again. Professional investors are now fully invested. Sentiment has topped

Investing

Risk Management for Investors: Be on High Alert

I’ve recently written about the market residing in heady territory due to rich valuations and overly optimistic sentiment despite a significant drop in forward earnings estimates. Another valuation metric is

Investing

Earnings Season: The Good, the Bad and the Ugly

Earnings season is almost behind us but it’s interesting to note that almost 80% of the quarterly releases met or exceeded consensus estimates for the S&P 500. That’s the good

Economy

Don’t Be Fooled! The Truth Behind Those Unemployment Figures

Many market observers have acknowledged that the economic recovery since the Great Recession has been tepid at best. Politicians like to point to the declining unemployment rate that tie into

Economy

Tread Carefully With Your Money, We Are Almost There!

It’s a commonly held belief that many investors have missed the dramatic move higher that stocks have made since the bottom of 2009. I don’t buy it and statistics from

Cycles

3 Gales Ripping Across the Market Will Hit U.S. Companies

Aside from the health care headwinds that Rodney was telling you about, there are three gales blowing in the markets in particular. Each one is making it increasingly difficult to

Investing

A Bullish Crowd

One area I watch constantly is the sentiment of the market. On an individual basis, many investors can make profitable and timely market calls. And, some do it consistently. However,

Investing

Cyclical Bull Market

Markets go in cycles. But it seems like many moons ago since we’ve experienced a significant and sustained dip in equities. This cyclical bull market is quite long in the