Mid-Week Investment Readings

Below are some investment and market related articles I’m reading this week:

‘The Greatest Anomaly in Finance:’ Understanding and Exploiting the Outperformance of Low-Beta Stocks – Geoff Considine

Face the Music (pdf) – John Mauldin’s Outside the Box

The Answer We Don’t Want to Know (pdf) – John Mauldin

The Norway Model

Special Report: The Twilight of the Bond King – Reuters

Hot Potato – John Hussman

 

 

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Disclaimer: Stock Loon LLC, Scott's Investments and its author is not a financial adviser. Stock Loon LLC, Scott's Investments and its author does not offer recommendations or personal investment advice to any specific person for any particular purpose. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of www.scottsinvestments.com

Investment Readings

Below are a few investment related articles I am reading:

Life – and Death Proposition – Bill Gross

Volatility-responsive Asset Allocation – Russell Investments

Who Took My Easy Button? (pdf) John Mauldin

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Real Returns – Mebane Faber

Eurodollar COT Indication Calls for Big Stock Market Top Now – Tom McClellan

Combining Trend Following and Option Selling Strategies – Condor Options

 

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Investment Readings

Below are some investment-related articles I am reading:

Could Oil Prices Intensify a Pending S&P 500 Selloff? – JW Jones

Towards the Paranormal – Bill Gross

Bill Gross’ summary: “For 2012, in the face of a delevering zero-bound interest rate world, investors must lower return expectations. 2–5% for stocks, bonds and commodities are expected long term returns for global financial markets that have been pushed to the zero bound, a world where substantial real price appreciation is getting close to mathematically improbable. Adjust your expectations, prepare for bimodal outcomes. It is different this time and will continue to be for a number of years. The New Normal is “Sub,” “Ab,” “Para” and then some. The financial markets and global economies are at great risk.”

2012: A Year of Choices (pdf) – John Mauldin

Momentum for Dummies – Mebane Faber

Leading Indicators and the Risk of a Blindside Recession – John Hussman

Five Global Risks to Monitor in 2012 – Bill Hester

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DJI Oscillator Rising Index Signals Trouble – Tom McClellan

The Great Leading Indicator Smackdown: New Update and ECRI Recession Call: Growth Index Shows Further Contraction  – Doug Short

Using Commodity Prices to Identify Secular and Cyclical Trends in Equity Prices and Why It’s Bearish Now (pdf) – Martin J. Pring

Disclaimer: No current positions in stocks mentioned. Please note that Scott’s Investments and its author is not a financial adviser. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of Scott’s Investments.

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These 2012 Stock Picks Predictions Are Driving Me Crazy
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Weekend Investment Articles & Readings

Below are some investment and economic related articles for this weekend:

Family Feud - Bill Gross

Gold ETF Assets Show Bullish Sentiment – Tom McClellan

Is the Stock Market Cheap? and Crestmont Market Valuation Update –  Doug Short

ECRI Recession Watch: Growth Index Reverses Trend and Declines Further – Doug Short

Can You Get 7% Per Year in Income with Only Moderate Risk? Geoff Considine

Are Corporate Balance Sheets Really the Strongest in History? John Hussman

How Paulson Gave Hedge Funds Advance Word of Fannie Mae Rescue – Richard Teitelbaum, Bloomberg

Crony Capitalism? Hank Paulson’s Extraordinary Meeting , also see On Wall Street, Some Insiders Express Quiet Outrage –  Jesse Eisinger, ProPublica

The Huntsman Alternative - Simon Johnson

Free Daily Market Update from Adam Hewison:

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Disclaimer: No current positions in stocks mentioned. Please note that Scott’s Investments and its author is not a financial adviser. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of Scott’s Investments.

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Disclaimer: Stock Loon LLC, Scott's Investments and its author is not a financial adviser. Stock Loon LLC, Scott's Investments and its author does not offer recommendations or personal investment advice to any specific person for any particular purpose. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of www.scottsinvestments.com

Mid-Week Readings

Below are a few investment related articles for mid-week. I’m a little behind on my reading this week so there is lots to digest below.

The equity market has taken it on the chin this week after bouncing off the 10 month moving average on the S&P 500 in the 1280s (10 month SMA currently at 1279).

The Long View – Building the 3-D Shelter (pdf) – Rob Arnott

ECRI Recession Watch: Growth Index Virtually Unchanged - Doug Short

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Assessing the Damage of the European Banking Crisis (pdf) – Statfor via John Mauldin

Negative Real Yields, Too Much of a Good Thing – Tom McClellan

European Summit: A Plan with No Details (pdf) – John Mauldin

Free MarketClub Video Updates:

Why Europe’s Plan to End the Debt Crisis May Not Work, Part 1 – Satyajit Das

Why Europe’s Plan to End the Debt Crisis May Not Work, Part 2 – Satyajit Das

Pennies from Heaven – Bill Gross

Perspectives on the Crisis in Europe (pdf) – John Mauldin

Whipsaw Traps – John Hussman

Disclaimer: No current positions in stocks mentioned. Please note that Scott’s Investments and its author is not a financial adviser. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of Scott’s Investments.

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Disclaimer: Stock Loon LLC, Scott's Investments and its author is not a financial adviser. Stock Loon LLC, Scott's Investments and its author does not offer recommendations or personal investment advice to any specific person for any particular purpose. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of www.scottsinvestments.com

More Investment Readings

Below are a few more investment articles I’ve been reading this week.

Also, Mebane Faber mentioned Turnkey Analyst in a recent post, I took a look at it tonight and my first impression is that it is very user friendly and has interactive screening and backtesting tools. They have a free standard package, I will try to get a trial membership of the Pro package and see how it runs. Maybe it will lead to a new portfolio strategy for me to track on the site??

Macro Tides – courtesy The Big Picture

The Global Economy – Out Through the In Door? Satyajit Das, courtesy The Big Picture

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Six Pac(k)in’ – Bill Gross

Recession, Restructuring, and the Ring Fence – John Hussman

Reexamining Bill Gross’ Decision to Sell Treasury Bonds – Geoff Considine

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Disclaimer: No current positions in stocks mentioned. Please note that Scott’s Investments is not a financial adviser. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of Scott’s Investments.

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Disclaimer: Stock Loon LLC, Scott's Investments and its author is not a financial adviser. Stock Loon LLC, Scott's Investments and its author does not offer recommendations or personal investment advice to any specific person for any particular purpose. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of www.scottsinvestments.com

Mid-Week Readings

Below are a few articles I’ve read this week:

The 3-D Hurrican and the New Normal* (pdf) – Jason Hsu (via John Mauldin’s Outside the Box)

School Daze, School Daze Good Old Golden Rule Days – Bill Gross

The Contagion Risk of Europe - John Mauldin

7 Life Lessons from the Very Wealthy – Barry Ritholtz

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David Cameron Uses EU Fine to Bolster Support
Europe: Building a Banking Union
European Mutual Fund of Hedge Funds
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Disclaimer: Stock Loon LLC, Scott's Investments and its author is not a financial adviser. Stock Loon LLC, Scott's Investments and its author does not offer recommendations or personal investment advice to any specific person for any particular purpose. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of www.scottsinvestments.com

Weekend Reads

Buy Cheap Bonds With Safe Spread – Bill Gross

Are Taxes in the U.S. High or Low? –  Bruce Bartlett

Five Things You Need to Know: I’m Finished – Kevin Depew

Did the Fed Print Money in QE1 and QE2? – Bob Eisenbeis, Cumberland Advisors

Silver is Tracing Out 1980 Post-Bubble Pattern – Tom McClellan

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Disclaimer: Stock Loon LLC, Scott's Investments and its author is not a financial adviser. Stock Loon LLC, Scott's Investments and its author does not offer recommendations or personal investment advice to any specific person for any particular purpose. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of www.scottsinvestments.com

Investment Articles

Gold Foretold the Commodity Crisis – Tom McClellan

Why is Healthcare Absurdly Expensive in USA – Barry Ritholtz, The Big Picture

Muddle Through, or Crisis? (pdf) John Mauldin

Restoring Fiscal Sanity in the United States: A Way Forward (pdf) David Walker courtesy John Mauldin

The Caine Mutiny (Part 2) – Bill Gross

The Menu – John Hussman

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Pricing Gold in the Real World
Where Are Gold Prices Headed and How to Profit
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Disclaimer: Stock Loon LLC, Scott's Investments and its author is not a financial adviser. Stock Loon LLC, Scott's Investments and its author does not offer recommendations or personal investment advice to any specific person for any particular purpose. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of www.scottsinvestments.com

Market Readings

Small Caps Leading the Way – Tom McClellan

The Plight of the Working Class (pdf) – John Mauldin

Skunked – Bill Gross

The Confidence Game (pdf) – John Mauldin

Global Tactical Asset Allocation GTAA Commodities – courtesy of The Big Picture

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Disclaimer: Stock Loon LLC, Scott's Investments and its author is not a financial adviser. Stock Loon LLC, Scott's Investments and its author does not offer recommendations or personal investment advice to any specific person for any particular purpose. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of www.scottsinvestments.com