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Category Archives: Market Timing

Junk Bonds as Market Indicator

I’ve been in a 100% cash position with my retirement portfolio for a while now and I’ve been asked a “couple” of times (I don’t get a lot of readership), how will I know when it’s time to “get back in”?
Of course, I don’t have the precise answer people are looking for, or even [...]

Posted 07 August 2008 † Mike § Bond Market § Commentary ‡ Comments (5) ° Tagged: ,

Weekly Wrap

I think Reuters.com posted a good evaluation of stock market performance this past week.
Stocks fell sharply on Friday with the Dow closing below 12,000 for the first time since mid-March as rising oil prices and warnings of more mortgage-related write-downs at banks reignited investor fears of worse to come.
For the week the Dow ended [...]

Posted 21 June 2008 † Mike § Stock Market ‡ Comments (0) ° Tagged:

Market Indecision Revisited

I guess the Weekly Wrap at Briefing.com sums up this week pretty well:
Oil prices came within a hair of $128 this week, industrial production was reported to have declined 0.7% in April, Moody’s expressed new concerns about the financial strength of the bond insurers, Fed Chairman Bernanke said conditions in the financial markets are [...]

Posted 18 May 2008 † Mike § Commentary ‡ Comments (5) ° Tagged:

April Update

April is almost over and things haven’t panned out as I thought they would.
It wouldn’t be right if I didn’t own up to being wrong about my last couple of forecasts. Plus, how could I bash the experts if I hypocritically excluded my own faults? So, let me highlight my mistakes:
1. About a month ago [...]

Posted 29 April 2008 † Mike § Economic § Stock Market ‡ Comments (4) ° Tagged: ,

Second Quarter Start

If you’re a Bull, then I’m sure you’ve been delighted with the performance of the stock market this past week, and the beginning of the second quarter.
I won’t repost results that you can find elsewhere, but suffice it to say, the market really made a comeback in spite of worsening economic data. Here’s a list [...]

Posted 05 April 2008 † Mike § Commentary ‡ Comments (0) ° Tagged:

Rx For A Bipolar Market

The more the uncertainty in the stock market, the higher the volatility. Personally, I believe this recent extreme volatility is derived from hedge fund activity.
Hedge funds control large amounts of money and don’t have the limiting rules of mutual funds. They can move quickly in and out of investments of their choice. But, hedge funds [...]

Posted 20 March 2008 † Mike § Stock Market ‡ Comments (1) ° Tagged: ,