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

Weekend Readings

Below are a few investment related articles for the weekend:

American Gridlock (pdf) – John Mauldin

JP Morgan Guide to the Markets (hat tip World Beta)

Dividend Stocks vs Bonds – Geoff Considine

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Download this and thank me later - Abnormal Returns

Notes on Risk Management – Warts and All – John Hussman

Apple Computer and Newton’s Law of Gravity – Chris Kimble

Treasuries Update: Operation Twist and the 30-Year Fixed Rate Mortgage – Doug Short

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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 Readings

Below is my reading list for this weekend:

2011 Review and Outlook for 2012 – Cumberland Advisors

2011: The Year 60 Minutes Misled Americans About Municipal Bonds – Janet Tavakoli

Wresting with the Big Picture – Chris Kimble

ECRI Recession Call: Growth Index Virtually Unchanged for Seven Weeks – Doug Short

Standing at the Close of 2011 – Geoff Considine

Copper Weakness is a Warning Sign – Tom McClellan

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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

Investment Articles

Below are some investment articles I am reading this week:

Dividend-Paying Stocks - James Bianco via The Big Picture

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Are We Witnessing a Dividend Bubble? Prieur du Plessis

Break Up the Banks –  Simon Johnson

What Investors Are Hoping to Find Under Their Trees – Barry Ritholtz

Your Three Investing Opponents (pdf) – John Mauldin

Are Traders Really Just Driven by the Sun? Tom McClellan

Burton Malkiel: Buy Munis, Foreign Bonds, and Dividend Stocks

Do-It-Yourself Equity-Indexed Annuities – Geoff Considine

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

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

Weekend Reads

The Danger in European Stocks – Geoff Considine

Forecasting the Market: A Thought Experiment Revisted – Chris Turner

Today’s Technical Take – Adam Hewison

Market Valuation Indicators: Increased Overvaluation After the October Rally – Doug Short

France: How Close to the Edge? Investment Postcards from Cape Town

“New Normal will mean living on a survival scale,” says Richard Russell - Investment Postcards from Cape Town

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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 Investment Articles

Below are a few economic and investment related articles I’m reading this week:

Will the S&P and Gold Make Up Their Minds Already – JW Jones

Gold, Silver and Stock Prices At Their Tipping Points – Chris Vermeulen

Talking Points for the ‘Occupy Wall Street’ Protesters – John Hussman

Has the Market “Thrusted” Off a Bottom? James Bianco via The Big Picture

An Irish Haircut (pdf) John Mauldin

The Mystery of US Banks’ Second Mortgage Exposure – FT Alphaville

Sanity Checking Estimates of ‘Expected Returns’ in Retirement Planning – Geoff Considine

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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

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

Investment Readings

Below are a few investment articles for Friday and through the weekend:

Gold and Silver Stocks - Frederick Sheehan courtesy of The Big Picture

Grantham: ‘No market for young men’ - MarketWatch

Preparing for a Greek Default – John Hussman

Recent Market Trends Remain in Place – Get Positioned! Chris Vermeulen

Implied Volatility: A Better Way to Gauge Risk – Geoff Considine

Twist and Shout? (pdf) John Mauldin

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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

Gold Projection & Mid-Week Investment Readings

David Banister has released his new projections for Gold here.  You’ll remember last week I posted a gold forecast projecting a short-term dip.  It’s possible that “dip” could be coming to an end if Banister is correct.  The smarter play, however, may be to look at GDX (Gold Miners ETF) because the Gold to XAU (Gold & Silver Miners Index) ratio is currently at 8.49, high by historical standards. For some background on how to use this ratio, please search my site for “GDX” or see my previous articles here and here.

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A Second Lost Decade: an Update of the Secular Bear Market in Equities (pdf) – Pring Turner Capital Group, Pring.com

Did Tail Insurance Turn South in Recent Market Volatility? Geoff Considine

Brace for a Long Recovery From Global Credit Glut: Simon Johnson

Fed Policy – No Theory, No Evidence, No Transmission Mechanism – John Hussman

Is the US Monetary System on the Verge of Collapse? (pdf) John Mauldin

Preparing for a Credit Crisis (pdf) John Mauldin

Nursing the Patient (Part III): Unwinding the Monetary Mess (pdf) – BCA Research via Cumberland Advisors

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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