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Why We Can't Trust Market Signals

I don't think he is quite right. The bond play would have worked last year, compare IEF (bond ETF) with S&P. Losses would have been mitigated immensely. Also cash rather than other assets would have worked.

A Back of the Envelope Look at Infrastructure

very good rationale. beats most analysis I've seen in a long time. short, to the point and no exrtra number grinding needed, which is what this market is all about. Find what is most likely to happen, pick the stocks in that sector, avoid ones with bad data-fundamentals, cash flow, goofy accounting, reasonable P.E. and most important have a decent chance in this lousy environment. Then look at the chart and see that a bottom has been put in, plus other technical goodies along with a non-bear market repeat prospect in the future.

Adventures in Technical Analysis, Jim Cramer Edition

Being against Cramer is one thing. Saying technical analysis is a waste of time is unfounded. There are obvious good points in tech analysis and good technicl analysits exist that prove you wrong. Even a above 50% confidence level is better than nothing on determining when to get out and when in is safe to be in. Your alternative is nothing.