Global Market Insights and Investment Advice
I issue periodic letters with market insights, analysis of stock groups, credit markets and current market conditions. You may want to bookmark this page so you can come back and check for the latest updates.
Spring 2010 Market Outlook.
The S&P 500 peaked in January at 1150 after a run from 900 in July, pulled back to 1050 by mid February, and just this week has peaked above the January high. Many groups are working well including, very recently, financials.
U.S. markets seem to be enjoying favored nation status with investors, in spite of/because of (?) the rising dollar. Short term interest rates look to be kept low for the foreseeable future, business seems to be gradually improving (maybe even jobs,) and corporate profits are improving, with easy to beat comparisons to last year.
Positions to Add to on Market Pullbacks
- Stocks with Rising Dividends
- Technology Stocks
- Healthcare Stocks
- Energy MLP’s
- Very Short Term Bonds
Caveats
- Cash is not Trash
- Long Term Bonds Look Vulnerable
- Don’t Be Afraid to Harvest Profits
- Use ETFs for Diversification
Bob
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