2016 Recap
The Markets as of January 3, 2017 What a difference a year makes! At the start of 2016, investors were rather pessimistic and risk averse, preferring bonds to stocks. By the end of the year, they were...
View ArticleWeekly Perspective – Too Much Market Optimism? – November 17, 2014
“Is all this stock market optimism a red flag?” Contrarians – investors who bet against prevailing market trends – were probably nodding along as they read that headline in The Wall Street Journal back...
View ArticleHeadline Risk Returns / Don’t Fear the Headlines
Headline Risk Returns / Don’t Fear the Headlines. Volatility isn’t a new phenomena, it has just returned from a 3 year vacation. And now, this market is as streaky as a slice of bacon. U.S. stock...
View ArticleWhat’s A Contrarian To Do?
What’s A Contrarian To Do? How quickly emotions have changed since August. Worry? Angst? It’s already priced into the markets, according to some experts. Last week, Barron’s published the results of...
View ArticleIs Sentiment Too Good?
Like a cool breeze on a hot day…the post-Brexit market rally has soothed investors. The CBOE Volatility Index (VIX), also known as the fear gauge, fell significantly during the past few weeks,...
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