Investment Outlook

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Thumbnail image for David Tepper Talks and the Market Rallies

“I’m definitely bullish,” so said the ultra-compensated ($2.2 billion in 2012) hedge fund manager David Tepper of Appaloosa Management, who has a knack for moving markets. Tepper was speaking to CNBC’s Joe Kernen and Andrew Ross Sorkin and gave his typically upbeat appraisal of the stock market and economy. Comparing ...

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Thumbnail image for Investing Links of Interest – May 12, 2013

James Altucher, writing at Seeking Alpha, has been bullish in the past, but is now becoming more cautious on the stock market and provides his reasons why and a solution for investors. Excerpt: My solution: I am buying smaller stocks where I am not competing for information against massive hedge ...

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Thumbnail image for Jeremy Grantham Interview with Charlie Rose

Charlie Rose interviewed GMO’s Jeremy Grantham at length recently. It is a fascinating conversation with a self-professed numbers man. Several notes from the interview include: Grantham commented on the commodity inflation from 2002-2008 where the price of commodities rose faster than in World War II and erased 100 years of ...

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Speaking to CNBC’s Maria Bartiromo yesterday, Altaira Limited’s Senior Managing Director and long-time stock market technician and guru Ralph Acampora explained why he was so bullish on the prospects for equities. Acampora said we could see the Dow at 20,000 in the year 2017. Acampora stated that the U. S. ...

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Analysis of stock market historical patterns can serve up food for thought as to the probabilities for future gains or losses. For instance, the S&P 500 has closed higher in each of the six months leading up to April 30, 2013. The blog Quantifiable Edges, ASSESSING MARKET ACTION WITH INDICATORS ...

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Thumbnail image for Mark Hulbert Comments on Statistical Basis for Selling in May

Mark Hulbert, editor of the Hulbert Financial Digest, was interviewed by CNBC’s Scott Wapner today regarding the validity of the “sell in May” motto. Hulbert said the statistical evidence for selling in May was surprisingly strong, in fact, “it’s incredibly strong,” he stated. “We all think its silly..why does the ...

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Thumbnail image for Stock Market Advantage Sell Signal

The Tactical Timing System has generated a sell signal. To comply with the system the following positions will be sold today. The proceeds will be placed in money market assets while awaiting the introduction of Vanguard’s new international bond ETFs [link]. Position (Symbol) BT Group (BT) Exxon Mobil (XOM) Marathon ...

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Thumbnail image for Interview With Ben Inker, Asset Allocator at GMO

Weathtrack’s Consuelo Mack began her introduction of Ben Inker by commenting that no one knows how central bank’s experiments with new forms of monetary stimulus will turn out. Mack pointed out that bond funds have had inflows for 17 consecutive quarters including the latest one ending March 31st, where inflows ...

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Thumbnail image for Charles Nenner Provides His Key Support Levels for the Stock Market

Technical analysis guru Charles Nenner, founder of the Charles Nenner Research Center, provided his latest outlook to CNBC’s Maria Caruso Cabrera and Bill Griffeth yesterday. Nenner reminded viewers of his call to “go totally long the market” in early 2009. He said he recently exited the market about six weeks ...

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Thumbnail image for Jeremy Siegel: Dow 16,000 by End of Year 2013

Jeremy Siegel, Wharton University professor of finance, was on CNBC a few days ago and said the market was not just going up only because of the Fed’s Quantitative Easing (QE); a popular viewpoint. Siegel said stocks were one of the few reasonable priced assets available, which would not include ...

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