Monthly Archives: February 2013

[Seeking Alpha] Material Sector Review: A Mixed Bag Of Valuations

Looking at the global economy – the last peak was set in early 2011 based on global PMI manufacturing data. Not surprisingly, the typically late-cycle S&P 500 Material Sector (XLB) has underperformed relative to the broader S&P 500 index (SPY). … Continue reading

Posted in Uncategorized | Comments Off

[Seeking Alpha] The 4 Horsemen Riding To The End Of The Secular Bear Market

The telecom and internet bubble of the late 90s marked the end to the last secular bull market in early 2000. What were known as the Four Horsemen were the poster child technology stocks of that era. It could just … Continue reading

Posted in General Market Commentary, Secular Bear Market | Comments Off

[Seeking Alpha] The Paint Is A Bit Rosy For This Housing Recovery Play

Most investors are surely now considering that the housing market has entered into a long-term recovery mode. The reality is that the U.S. housing market is one of the bright spots when looking at sources of global economic growth.   … Continue reading

Posted in Uncategorized | Comments Off

Infinite Duration Bonds

With interest rates as low as they are in fixed income securities, there has been much deliberation about the investments in equities that pay dividends. From that I have felt that income investors should consider dividends of stable blue chip … Continue reading

Posted in Dividend Stocks, Warren Buffett | Comments Off

Avoiding the Train Wreck: Addendum

We are not alone in considering the fact that now is likely the time to consider risk-managed investment strategies rather than avoid them.  One of the more cautious investors that we invest along, John Hussman, has this to say in … Continue reading

Posted in Asset Allocation, General Market Commentary, Wealth Management | Comments Off

Forgetting to Avoid the Next Train Wreck

There was a recent article in Financial Advisor Magazine titled: Avoiding the Next Train Wreck.   The question posed was, “Do the systems that some managers used to avoid the 2008 market collapse make sense now?”   While I won’t … Continue reading

Posted in Asset Allocation, Dynamic Asset Allocation, Financial Planning, Wealth Management | Comments Off

National Retirement Risk Index: Where do you stand?

Work from the Center for Retirement Research at Boston College has produced something called the National Retirement Risk Index.  The idea is to determine the “readiness” for a household to entire the retirement phase.  Where do you stand?   If … Continue reading

Posted in Financial Planning, Monte Carlo, Wealth Management | Comments Off