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  • Weekly Market Update: The Bull Market Is At Its Most Critical Juncture Since It Began [View article]
    Re: Census Bureau: Seasonally Adjusted Data: Wholesale Inventories versus Wholesale Sales have reached their widest gap ever recorded.

    I suppose a person can cherry pick the data to support the position they want to see, but some things are hard to ignore.

    Discretionary income, and all the things that affect it, might have a lot to do with this.
    Sep 5, 2015. 01:35 PM | 1 Like Like |Link to Comment
  • Weekly Market Update: The Bull Market Is At Its Most Critical Juncture Since It Began [View article]
    Another interesting observation is the SPX monthly chart. It shows an MACD signal crossover in 2000, again in 2008, and just recently again. A lot of falling knives out there.
    Sep 5, 2015. 08:13 AM | 6 Likes Like |Link to Comment
  • Dow Sends Rare Signal At The August 2015 Month-End Close [View article]
    As another chart of interest, check out the Dow on the monthly chart. Draw your own conclusions.
    Sep 2, 2015. 02:00 PM | 1 Like Like |Link to Comment
  • This Is Not A Game The Federal Reserve Wants [View article]
    This time is different.

    In years past (Greenspan & prior), a rate hike was intended to slow an overheating economy. As such, a rate hike meant the markets would drop as they adjusted down to a more sustainable pace of growth.

    This time around, a rate hike is intended to "normalize" rates, but not slow the economy.

    How do you hike rates and not slow the economy when so many people's rates on borrowed money are prime-rate dependent and such a large percentage of the population live paycheck to paycheck, and income growth and consumption since 2008 has been stagnant? This question is of course predicated on the premise that we live in a credit-based economy. Everything from credit cards to student loans will be affected.

    And do we really want the dollar appreciating any higher?

    We all understand that the Fed wants to raise rates to acquire ammunition for the next recession, but are they going to raise rates only to lower them to counter the recession they just created?

    The Fed has created a monster and this time is different at least from the Fed's perspective, but not necessarily from the consumer's. A hike is a hike is a hike.
    Aug 30, 2015. 05:51 PM | 1 Like Like |Link to Comment
  • The Right Way To Buy The Dip In Biotech [View article]
    When Biotech finds a bottom, I'm going into BIB.
    Aug 23, 2015. 05:19 PM | 4 Likes Like |Link to Comment
  • Ladder Capital Is What I Call The Cake And Eat It Too REIT [View article]
    You should start an ETF to make investing in all these companies you recommend more practical for individual investors.
    Aug 21, 2015. 10:36 AM | 4 Likes Like |Link to Comment
  • Crude Readies To Take Out $40 [View article]
    Short Russia.
    Aug 20, 2015. 01:20 AM | 1 Like Like |Link to Comment
  • BAML: Capitulation in emerging markets, commodities, and energy-related stocks [View news story]
    Just fishing.
    Aug 18, 2015. 08:30 PM | Likes Like |Link to Comment
  • BAML: Capitulation in emerging markets, commodities, and energy-related stocks [View news story]
    "Pros are bailing out of emerging markets, commodities, and energy-related stocks at a record pace."

    The Pros are probably selling closer to the bottom than the top.
    Aug 18, 2015. 04:22 PM | 5 Likes Like |Link to Comment
  • Weekly Earnings Update: Is The S&P 500 In The Process Of Topping? [View article]
    $SPX has broken a 6-yr trend line. Throw that into the mix.
    Aug 2, 2015. 08:40 AM | Likes Like |Link to Comment
  • Linn Energy: A Closer Look Into The Shocking Distribution Suspension [View article]
    Having been the holder of individual stocks when they announced distribution cuts, I have elected to go with ETFs for income. Then I can focus on the sector rather than the company. Sorry for anyone that has lost money on this, I've been there.
    Aug 1, 2015. 02:59 AM | 4 Likes Like |Link to Comment
  • Microsoft: The Windows 10 Hardware Argument [View article]
    My desktop has an i7 chip and dual monitors, running Windows 7. It's fast and I don't have any problems. Why would I want to upgrade to Windows 10? (Anyone that knows an answer).
    Jul 28, 2015. 04:27 PM | 7 Likes Like |Link to Comment
  • Why I Like High-Yield ETFs And ETNs [View article]
    It does make for a nice monthly check. I've owned MORL for several years and have been adding on this recent weakness. It pays the monthly notes on two new vehicles - one SUV and one 4x4 truck so I can't complain.
    Jul 13, 2015. 02:58 PM | 10 Likes Like |Link to Comment
  • Is HCP The REIT Buy Of The Year? [View article]
    Of recent, the most consistent feature with HCP is its adverse surprises, one after another. If the $750m offering had some positive aspect, I would imagine HCP would want that out front, not after the fact. I maintain low expectations on HCP's future until I see a reason to believe otherwise.
    Jul 4, 2015. 05:45 PM | 1 Like Like |Link to Comment
  • Trading The VIX: I Want Volatility With My Volatility ETF [View article]
    The secret to the VIX is learning how to recognize overbought/oversold conditions.
    Jun 24, 2015. 03:55 PM | Likes Like |Link to Comment