Mark Hulbert of Hulbert Financial Digest says his index of newsletter sentiment has fallen as low as it did at the market bottom in 2009 — a bullish sign for investors. Hulbert says the average equity exposure among the newsletters is now -20%, meaning the newsletters are recommending a 20% short position in stocks. Given [...]
Read more
Archive | Market Timing RSS feed for this section
Ritholtz Doesn’t Think Bottom Is Here, But He’s Scaling Back In
August 12, 2011
0 Comments
Barry Ritholtz of FusionIQ and The Big Picture blog says he doesn’t think the market has bottomed yet, but he is looking to move more of his portfolio back into stocks. ”It might be a little early,” he tells Yahoo! Finance’s Breakout. “Our approach is we’ll leg in — 10 percent, 10 percent — over a [...]
Read moreBolton: It’s a Buying Opportunity
August 9, 2011
0 Comments
Top U.K. fund manager Anthony Bolton says the recent tumult in global markets has created a buying opportunity in Asian markets. “I believe the recent stock market volatility reflects a familiar pattern during this bull market of short, but often very sharp set backs, within a bull trend,” Bolton says, according to the Financial Times. He [...]
Read moreFisher on Babson’s Market Cycles
August 5, 2011
0 Comments
Referencing the work of famed business theorist Roger Babson, Kenneth Fisher says cyclical forces indicate we’re in a time when investors should be buying stocks. In his latest Forbes column, Fisher says that Babson’s extensive research found that the market could be in one of four cyclical conditions: overexpansion; decline following overexpansion; steep recession; or [...]
Read moreHulbert: Not Likely That The Plunge Was The Bottom
August 5, 2011
0 Comments
For investors thinking that Thursday’s big plunge is a sign that the stock market has bottomed, Mark Hulbert has a warning. “Market declines rarely end with days like Thursday’s 513-point drop for the Dow,” Hulbert writes on MarketWatch.com. “So even if you think that we’re just suffering a mere correction within an ongoing bull market, [...]
Read morePaulsen Sees Strong Growth in Second Half; Likes EM Stocks
June 9, 2011
0 Comments
Jim Paulsen, chief investment strategist at Wells Capital Management, is expecting 4% economic growth in the second half of the year, and says he’s keying on cyclical stocks that have been hit recently on worries about the economy. Paulsen also tells Yahoo! Finance’s Breakout that his favorite area is emerging market stocks. He thinks emerging [...]
Read moreRitholtz Dials Back Risk
June 7, 2011
0 Comments
Money manager and author Barry Ritholtz has been dialing back risk in his portfolio, using short-focused exchange-traded funds to hedge his long bets. “We don’t think a recession is imminent, but we’ve watched too many pieces of the economic puzzle slow,” Ritholtz tells Barron’s. After a long bull run, he says, “this is a normal [...]
Read moreSell in May and Go Away? Not in Certain Sectors
May 5, 2011
0 Comments
“Sell in May and go away” — it’s one of the more popular sayings on Wall Street. But according to one study, doing so may cause investors to miss out on good opportunities. In his MarketWatch column, Mark Hulbert discusses the study, which is entitled “The Halloween Effect in U.S. Sectors,” and was written by [...]
Read moreKass Grows Cautious
May 4, 2011
0 Comments
Columnist and money manager Doug Kass says that while more and more investors seem to be jumping on the bullish train, he’s getting more bearish. “Despite nearly no one willing to fight the very strong tape, I am growing increasingly cautious on fundamental grounds and on technical (and “feel”) grounds,” Kass writes on TheStreet.com. “Color [...]
Read moreFisher Says Shiller P/E Not a Helpful Timing Tool
May 3, 2011
0 Comments
In an interview with Steve Forbes, Kenneth Fisher says that dollar-cost averaging isn’t a smart strategy over the long run, and says the increasingly popular 10-year “Shiller” P/E isn’t a great tool for making investment decisions. In this clip, Fisher says the Shiller P/E is “only a little predictive” of stock returns over the long [...]
Read more
