Is the Secular Bull Market Really Over ?
Is the secular bull market now over ? My own opinion is “more no than yes”, even as SP 500 2020 EPS estimates are likely to get hammered over the next 30 – 45 days. The answers to a question … Continued
Secular Bull Market
Three Reasons You Could Conclude This Remains a Secular Bull Market in Stocks
With $164 billion in Chinese imports set to see a 15% tariff beginning the weekend and the Chinese retaliating on $15 billion of US goods, and Hong Kong moving further away from what looks like a peaceful resolution, the SP … Continued
Focus on the Longer Market Cycles
My own opinion is that the SP 500 and the US equity market remain in a “secular” bull market that begin in either March, 2009, or April, 2013, when the SP 500 traded over – and stayed above – the … Continued
Is the SP 500 Experiencing a Secular Bull Market ?
Well, in a word, “yes” which should surprise no one. Back in the early 2000’s, while writing for TheStreet, there was a fellow contributor by the name of Jordan Kahn, out of LA, (Kahn Asset Management), who I thought was … Continued
How Does This Bull Market Compare to Others ?
This is a great graph from Gina Martin Adams, Chief Equity Strategist at Bloomberg. You have to squint to see the orangeish line showing the chart of the “2010’s” bull market and how its slope and length compare to … Continued
Are Retail Investors Still Reliving 2008 ?
5 weeks ago, Jason Zweig of the Wall Street Journal wrote a great article about the loss of trust in the market by retail investors. The title of the article from the March 16th, 2018 edition of the Wall Street … Continued
A Secular Bull Market – Is this Bull Now 5 or 9 years Old ?
Listening to the financial media every day, and watching the stock and bond markets trade, there is always an “immediacy” to the news, and it tends to be binary: either great wealth is being created daily and you are “missing … Continued