Too Late To Get In?

Ulli Uncategorized Contact

A week ago, reader Scott, send this email: I normally follow along with your plan but have gotten out of date due to an illness. My question is what level of investment are we at right now for domestic mutual funds? 1/3, 2/3 etc?Depending on a client’s risk tolerance, we’re invested anywhere from 60% to 100%. So, is it too …

Sunday Musings: The Invisible Economic Recovery

Ulli Uncategorized Contact

Last week, I found this interesting analysis by Dr. Housing Bubble called “The Invisible Economic Recovery.” Here are some excerpts, but if you are interested in California specific scenarios, I suggest you click on the above link and read the entire article: The invisible recovery is all around us if you would only close your eyes, and trust your instincts. …

Post Crash Dynamics

Ulli Uncategorized Contact

John Hussman wrote a nice piece on “Post Crash Dynamics,” which is worth reading. Here are some highlights: When markets crashes are coupled with changes in the fundamentals that supported the preceding bubble – as we observed in the post-1929 market, the gold market of the 1980’s, and the post-1990 Japanese market, and currently observe in the deflation of the …

No Load Fund/ETF Tracker updated through 8/13/2009

Ulli Uncategorized Contact

My latest No Load Fund/ETF Tracker has been posted at:http://www.successful-investment.com/newsletter-archive.phpQuestionable economic data pulled the major indexes lower for the first weekly loss out of the last five weeks. Our Trend Tracking Index (TTI) for domestic funds/ETFs has now crossed its trend line (red) to the upside by +5.25% keeping the current buy signal intact. The effective date was June 3, …

Staying The Course

Ulli Uncategorized Contact

Before the Fed’s announcement yesterday that interest policy was unchanged, the markets took off trying to erase the losses sustained earlier in the week. Some resistance towards the end of the session set in (see chart), and profit taking pulled the indexes off their day’s highs. The Fed commented that inflation is not a problem at this time since the …

Anxiety

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Anxiety over the outcome of the Fed meeting, coupled with fear that we may have reached an interim top in the market, kept a lid on any recovery efforts yesterday, and the markets closed down for the second day in a row. In the bigger scheme of things, the losses were moderate and, given the recent advance, they were long …