Investment Articles

Below are some investment related articles I am reading this week. The primary reason I originally started this site was to organize bookmarks and interesting articles related to investing and economics.  I try to keep this tradition alive every week by sharing articles I am reading. Here is today’s list:

Understanding the Basic Language of Option Trading – JW Jones

 What Has Worked in Investing (pdf) – Tweedy, Browne Company

Media Headlines Will Lead You to Ruin – Lance Roberts

Ben Graham’s Curse on Gold (pdf) – John Mauldin

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U.S. long bonds: Buyer Beware! Prieur du Plessis

 Macro Tides: In the Garden of Europe – The Big Picture

There has never been a better time to be an individual investors – Abnormal Returns

What’s Greek for ‘No End in Sight’? Satyajit Das

S&P 500 Cheapest to Bonds on Zero Fed Rates – Bloomberg

 Unusual Drawdown Risk – John Hussman

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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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Weekend Investment Readings

The End of Europe? (pdf) and Hoisington Quarterly Review and Outlook (pdf) John  Mauldin

 Dwelling in Uncertainty – John Hussman

Why It’s Time to Break Up the ‘Too Big to Fail’ Banks – Sheila Bair

A Long-Term Look at Inflation - Doug Short

Europe’s Road to Nowhere, Part 2 - Satyajit Das

Revolt of the Insiders – Barry Ritholtz

Bonds Turning Down from Top of Channel – Tom McClellan

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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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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

Tuesday Night Investment Articles

Below are some investment related articles I am reading this week:

A Major Divergence in Gold Asset Classes: Buy Miners and Sell Bullion - Peter Brandt

The Right Kind of Hope – John Hussman

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Tail Risk and Embalming Fluid, in 2012 – Gregor Macdonald  ”Let young people be not confused: the policies which crush your opportunities are designed to save the retirement of the aging class.


Armed Chinese Troops in Texas!
 Barry Ritholtz

Is the Stock Market Cheap? Doug Short

Kass: 15 Surprises for 2012 – Doug Kass TheStreet.com

Investing in 2012: Get ahead of forecaster folly - Barry Ritholtz

The Dismal Outlook for 2012 - Peter Treadway

Collateral Damage (pdf) – John Mauldin

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

Tuesday Investment Articles

Below are some of the articles I’m reading this week:

S&P Jumps Into Politics Again by Lowering Euro Debt Outlook Before Summit – Bloomberg

Real Returns – Mebane Faber / World Beta

The Euro Debate Gets Philosophical (pdf) – GaveKal courtesy John Mauldin

Time to Bring Out the Howitzers (pdf) – John Mauldin

Today’s Free Technical Market Update:

Forecasting the Market: A Thought Experiment Revisited – Chris Turner

Hank Paulson’s Crony Capitalism – Rolling Stone

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Advice from the 1%: Lever Up, Drop Out – Michael Lewis

It’s Beginning to Look A Lot Like…1971 – Barry Ritholtz

Have We Avoided a Recession? 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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Silver’s Beta is Irrelevant
Stock Market Decline Below Wave (iv) Low
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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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Subscribe: “Investment Postcards Daily”
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Starting your investment plan
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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 some investment article I have recently read:

Precious Metals Charts Point to Higher Prices – Part II Chris Vermeulen

Fannie, Freddie, and the Foreclosure Crisis – Kevin Park via The Big Picture

One to Three Years Left for Gold’s Run – Tom McClellan

Print or Perish (pdf) – John Mauldin

Why the ECB Won’t (and Shouldn’t) Just Print – John Hussman

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Sorting Countries by Dividend Yield – Mebane Faber

Ben Bernanke: The Decider PIMCO

Richard Rhodes’ 12 Trading Rules Courtesy of The Big Picture

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

Friday Readings

Below are some investment-related articles I’ve been reading this week:

JP Morgan Joins Goldman Keeping Italy Derivatives Risk in Dark – Bloomberg

Things That Make You Go Hmmm… (pdf) – Grant Williams via John Mauldin’s Outside the Box

Ed Easterling’s 12 Rules of Market Cycles – The Big Picture

The Politics of Regulating Derivatives – Satyajit Das (this guys writes some great stuff on derivatives)

Central Counter Party: How Effective Is This Model at Reducing Derivatives Market Risk? - Satyajit Das

Derivatives Market: CCP is Ultimate Case of “Too Big to Fail” - Satyajit Das

Chance of 2012 U.S. recession tops 50 percent: Fed paper – Reuters

Hokey Pokey – John Hussman

Congress: Trading Stocks on Inside Information? CBS News

One other point worth noting: GMO’s 7 year asset class return forecasts as of 10/31/11: -2.3% for International Bonds, -1% for US Bonds, -.8% for cash, -.4% for US Small Cap, 1.8% for US Large, 5.6% for Emerging market equities, and 5.8% for International Large Caps.

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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 some articles I am reading this week:

Market Versus Economic Cycles and Sector Rotation – dshort.com

Where Will the Jobs Come From? (pdf) John Mauldin

Commodities Not The Diversifier They Once Were – Tom McClellan

Reduce Risk - John Hussman

It’s All Greek to Me (pdf) – Michael Lewitt via John Mauldin

Known Unknowns – Neel Kashkari (PIMCO)

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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