June 2018 – Stock Market Musings – Interestingly, corrections of any significance since the 2009 market bottom have NOT been driven by terrorist acts, political events, or international catastrophes (manmade or natural). It has been the Fed, and the fear of (or actuality of) its surrounding decisions, who have moved the markets. Fear of unplugging the stimulus drug drove markets to pull back – not world events. The drug is being unplugged. Can chart patterns tell us anything about when a significant correction will occur?
March/April 2018– You gotta know when to hold ’em and know when to fold ’em – Here’s how ValueTrend uses a sell discipline to limit risk.
January 2018 – Take Advantage of Sector Rotation and Tax Policy Changes – Presenting some thoughts on combining a seasonal pattern with some tax considerations regarding your winning and losing stocks
September 2017 – Opportunity Awaits – There are a few indications that the market may be ripe for a short-termed pullback.
March/April 2017 – Reader Questions Answered: Options Contracts – A look at the basics of Options: Calls, Puts, and Covered Calls.
February 2017 – Should You Buy ETFs Or Stocks? – When we try and decide if we should buy a sector ETF versus a good stock, we want to examine the variability of stocks within that sector.
January 2017 – Avoid The Herd With These Contrarian Investments – Contrarian investing is the easiest investment strategy in hindsight, but the hardest one to execute in foresight.
October, 2016 – Time to Check the Bear-o-Meter – The Bear-o-Meter is designed to give us a probability reading of market direction over the next 1-6 months.
July/August 2016 – Fallen Angels – For those who like to look at stocks and sectors that have been out of favour (yet are showing signs of a turnaround) this article might offer some starting points for exploration. I’ve listed a number of “fallen angels” that appear to be technically improving. This list is by no means extensive – it’s just a handful of candidates that appear to be turning around.
May 2016 – Opportunities in a volatile market – It is my opinion that bounces should be used as an opportunity to lighten equity positions, and dips can be used as selective buying opportunities.
January 2016 – Rotation will be key this winter – It is my opinion that markets, sectors, and stocks are now changing and will continue to change leadership rapidly in the coming months and years. This rotation will require more than just a buy-and-hold approach.