Seeking Alpha

Michael Allen

 
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  • A Scientific Examination Of Rips And Dips
    Mon, Mar. 17 DIA, SPY, QQQ 3 Comments

    Summary

    • Market returns tend to be above average following abnormally positive moves and below average following abnormally negative moves.
    • Meaningful exceptions occur when the market is significantly overvalued or undervalued as measured by the Shiller P/E .
    • Dips while over-valued are extremely negative signs. Both Dips and Rips while under-valued can be extremely positive.
  • Is Ben Bernanke Playing Dumb Like A Fox?
    Jul. 1, 2013 9 Comments
  • My Stock And Bond Models Are Both On High Alert
    Jun. 25, 2013 BND, SPY, TLT 4 Comments
  • Warning: Bond Bears Might Be From The Twilight Zone
    Editors' Pick • Jun. 16, 2013 SPY, TLT, BND 32 Comments
  • How Over-Valued Is Too Over-Valued?
    Jun. 10, 2013 Comment!
  • End Of An Era For Gold Investors
    Aug. 3, 2012 GLD, IAU, PHYS 229 Comments
  • Why Corporate Earnings Could Drop More Than 50%
    Editors' Pick • Aug. 1, 2012 EPS, SPY, IVV 42 Comments
  • Turning The World's Most Successful Investment Strategy On Its Head
    Jul. 30, 2012 PERM, DXJ 9 Comments
  • Winning In A World Without Yield: A Portfolio Level Solution
    Editors' Pick • Jul. 30, 2012 UUP, UUPT, TZA 27 Comments
  • Randgold And The Secret To Successful Contrarian Investing
    Editors' Pick • Apr. 9, 2012 GOLD 19 Comments
  • The Relevance of Japan
    Jun. 6, 2011 2 Comments
  • Value vs. Momentum Investing: Unraveling the Mystery
    Editors' Pick • Sep. 13, 2010 SPY, IVV, IVE 10 Comments
  • Why I'm Long Aeropostale and Short Abercrombie & Fitch
    Aug. 30, 2010 ARO, ANF 7 Comments
  • The Ugly Outlook for Manufacturing
    Aug. 19, 2010 2 Comments
  • Don't Count on Any Seasonal Anomalies in August
    Aug. 16, 2010 SPY 1 Comment
  • Manic-Depressive Economy in a Bipolar Market
    Aug. 16, 2010 SPY, DIA, QQQ 3 Comments