The-Honest-Trader

Why Jim Rogers and Robert Shiller Aren't Buying U.S. Stocks Yet

Wow, don't people inherit stocks any longer?

Many people sell stocks after inheriting them.


On Apr 26 11:37 PM Thomas Barnard wrote:

> Nice piece of work. My own thinking has run along these same lines.
> The problem for investors is that there have only been a few opportunities
> to buy. Since 1974 was the last moment to buy, that left no opportunity
> for the current generation to buy. Moreover, when people get money
> through inheritance and pay and bonuses, often do not coincide with
> these rare buying events. It's been over 30 years since we've had
> one those events, so one may be coming up.
>
> There are other decent moments to buy 1983-84, 1987. But for the
> last 20 years the high PE levels means risk has been higher than
> normal.
>
> Shiller is right. CAPE is still too high. The current feeling of
> returning to normal may only mean we are in the eye of the storm.

Six Thoughts on Current Market Weakness

Financials have clearly bottomed.

I'd go long the Financial Spider (XLF) ASAP if I invested in US equities.

Lehmann went down and it barely approached the July lows. How worse can it get after AIG?

Risk is dispersed on the ETF... With 3 banks (LEH, MER and AIG) having their situation "solved" I'd take that risk.

Market Rewind: Deleveraging Continues

sell rumor buy fact...

rule of da day.