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All posts tagged "big picture conference"

Michael Belkin Predicts Recession and Stock Market Drop of 40%
At WSJ Live (video below), Michael Belkin, author of the Belkin Report and hedge fund advisor, provided a grim assessment for the economy and stock market. Belkin said technology companies, where international revenues amount to 50% of...
- Posted October 16, 2012
- 3

AT&T and BT Group Added to the SMA Portfolio
Weakness in the telecom sector, along with rising interest rates,...
- Posted May 18, 2018
- 0
Mary Ann Bartels Explains The Thesis of the Secular Bull
Mary Ann Bartels, CIO at Bank of America - Merrill...
- Posted January 7, 2018
- 0
Jeff Saut Bullish on Prospects for Stocks in 2018
Jeff Saut, chief investment strategist at Raymond James, was on...
- Posted December 30, 2017
- 0
Jeffrey Gundlach: Commodities Are Cheap
Jeffrey Gundlach, DoubleLine Capital LP CEO & co-founder, told CNBC’s...
- Posted December 14, 2017
- 0
Prospect Capital Removed From the SMA Portfolio
I decided to sell Prospect Capital (PSEC) since it has...
- Posted November 17, 2017
- 0
Global X MLP ETF Allocation Increased in the SMA Portfolio
Due to price weakness and improved valuation, allocation to the...
- Posted November 14, 2017
- 0
Imperial Brands Added to the SMA Portfolio
Imperial Brands PLC (IMBBY) was added to the SMA Portfolio...
- Posted October 13, 2017
- 0

AT&T and BT Group Added to the SMA Portfolio
Weakness in the telecom sector, along with rising interest...
- May 18, 2018
- 0
Mary Ann Bartels Explains The Thesis of the Secular Bull
Mary Ann Bartels, CIO at Bank of America -...
- January 7, 2018
- 0
Jeff Saut Bullish on Prospects for Stocks in 2018
Jeff Saut, chief investment strategist at Raymond James, was...
- December 30, 2017
- 0

Is the Retirement Crisis Really a Crisis?
PBS Frontline recently presented a documentary called “The Retirement...
- April 25, 2013
- 12
Alarming Chart of the Stock Markets of 1987 and 2012-2013
Several days ago I posted a chart showing the...
- May 22, 2013
- 8
Gary Shilling’s Favorite Investment: 30 Year Treasuries
Larry Kudlow interviewed Gary Shilling last week. Shilling continues...
- June 23, 2011
- 7

Based on a scale of 1 (major complacency) to 10 (extreme fear): Current and Selected Past Readings:

Date	Index	SMA Comment
1/11/2018	1.8	Unusually low fear could mean we're near the top in valuations
1/13/16	6.3	Terrible start to 2016 raised fears
10/3/11	8.5	A good tradable bottom (S&P 500 @ 1,085) based on lots of nonsense
3/9/09	7.0	Market bottom (S&P 500 @ 666); end of the world was nigh
10/27/08	8.8	Market had dropped 28% in 5 weeks, Paulson pulled out all stops to save Wall Street bankers
10/12/07	3.2	Market top (S&P 500 @ 1,562); worldwide housing bubble starting to be pricked