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Cycles

How Sector Cycles Drive the Market

Cycles drive markets. I know, you’ve heard this before. Market analysts have studied cycles for hundreds of years. The interesting thing is, the more we look for cyclical activity in

Markets

The Next Stock Market Crash Starts by Mid-Year

As I mentioned in a recent article, the biggest lesson we learned in 2012 was that governments would stimulate without limit to avoid a downturn or a debt deleveraging. In

Markets

Rallies and Pullbacks of 2012

While the U.S. stock market has returned an average of about 8% annually over the past several decades, that does not guarantee an 8% return each year. Long-term investors know

Markets

Risk On, Risk Off

One cycle that dominated the markets this year was the “risk-on, risk-off” cycle. With the continuation of the Fed’s zero interest rate policy, the U.S. Treasury market certainly wasn’t driven

Markets

Efficient Market Hypothesis vs. Relative Strength

We all know investors’ bottom-lines can be summed up with that one-liner from Jerry Maguire: “Show me the money!” But for ambitious money managers, the quest for a profitable investment

Markets

A Page from Buffett’s Playbook: Bullish on Housing Market

Warren Buffett made a big splash in October when he announced his bullish bet on the housing market. Here we are warning against participation in the real estate market, while

Housing Market

Canada, Up Next for a Housing Bubble

It’s human nature to generalize. That’s our coping mechanism. We simply can’t process the overwhelming amount of data we’re bombarded with. Sometimes this serves us well. But other times it

Cycles

How Sector Cycles Drive the Market Cycles

Adam O’Dell | Monday, October 29, 2012 >> If there is a single word I’m forbidden to utter when I’m at a party with my fiancée, that word is “cycle.”

Housing Market

The Decline in Australia Property Value

At this point the euro zone crisis is a well-bludgeoned, departed equine that doesn’t deserve a lot of ink. However, the knock-on effects just keep on coming and one of

Markets

Who Loves Bernanke More: Gold – GLD or Stocks – SPY?

Ben Bernanke’s mouth spurred stocks higher. But it also sent gold straight up. While S&P 500 futures were up about 0.75% on the day, gold futures were up nearly three