All posts tagged "equity allocation"

  • Bull Market Length
    Bull Market is Getting Long in the Tooth

    This week The Short Side of Long blog illustrates how the current bull market, which happens to be aging quite nicely, compares to the bull markets over the past 80 years.

    • Posted January 11, 2014
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  • Mark Hulbert
    Mark Hulbert’s Sentiment Readings Aren’t Encouraging for the Bulls

    Mark Hulbert has been following the investment newsletter industry for decades. At Marketwatch he writes that the recent stock market downturn was not successful in discouraging the bulls. Consider the average recommended stock market exposure among a...

    • Posted August 22, 2012
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  • Mark Hulbert
    Newsletter Writer Bullishness Worrisome: Mark Hulbert

    Having followed the investment newsletter complex for decades, Mark Hulbert has substantial data at his disposal to determine the sentiment of this faction of the investment community. Hulbert reported this week that his Hulbert Stock Newsletter Sentiment...

    • Posted July 5, 2012
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  • Hedge Funds are Increasing Equity Exposure

    According to Nikolaj Gammeltoft and Whitney Kisling at Bloomberg, hedge funds are increasingly bullish on the outlook for stocks and have raised their allocation to equities at the fastest rate since April 2010.

    • Posted March 28, 2012
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  • Steve Leuthold Increases Allocation to Equities

    Bloomberg Businessweek recently reported that Steve Leuthold has increased his equity allocation substantially since July, when his core fund was 46 percent invested. Leuthold currently has 60 percent in stocks and expects the market to hit highs...

    • Posted October 14, 2010
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  • Bill Gross Says PIMCO Moving Into Equities

    Geraldine Tan at CNBC reported today that bond guru Bill Gross is shifting portfolios to a heavier equity allocation. “Corporate equities, in terms of valuation, are selling at very low P/E ratios and in some cases might...

    • Posted June 17, 2010
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  • Value Line Makes a Rare Reduction in Recommended Allocation to Equities

    Value Line, which has a better than average track record, believes the market has come too far too fast and there is a risk of severe reversal if the economic data disappoints. In its August 21st issue,...

    • Posted August 21, 2009
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  • Individual Investor Stock Allocations at a Low Ebb

    Barry Ritholtz, who runs The Big Picture, posted an interesting chart from AAII showing investor’s equity allocation in relation to their mean stock allocation. It shows that investors are allocating only 45% of their portfolios to equities...

    • Posted November 24, 2008
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  • Richard Bernstein Tracks Recommended Asset Allocations

    In a yesterdays N.Y. Times, Richard Bernstein, chief investment strategist at Merrill Lynch, is mentioned as tracking recommended asset allocations by Wall Street firms. He claims it is a tremendous contrarian signal for spotting market trends. Bernstein...

    • Posted November 16, 2008
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  • How Long Can This Go On?

    Originally published on: December 15, 1996 The past week was a tumultuous one for the markets. Any time you get 100 Dow point moves in either direction, it is a little unsettling. That is, until you see...

    • Posted May 18, 2006
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