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Weekend Readings

Posted on February 20, 2012 by oyenscott

Below are some investment and market related articles I am reading this weekend:

Less than meets the eye at Facebook – Barry Ritholtz

Simple Index Funds May Be Complicating the Markets – Jason Zweig

Fed Sloshing the Liquidity Pool – Tom McClellan

ECRI’s Controversial Recession Call: Fifth Consecutive Improvement in the Growth Index – Doug Short

A Long-term Look at Inflation – Doug Short

The Cancer of Debt and Deficits (pdf) – John Mauldin (interesting tax reform proposal worth reading in this article)

This is Still the Most Glaring Anomaly in the Market – Money Game

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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

Posted on February 6, 2012 by oyenscott

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

Weekend Readings

Posted on January 29, 2012 by oyenscott

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

Reviewing the 10 Month Moving Average System – The Technical Take

An Options Strategy Beats the S&P 500 – Barrons

Less Risk, More Return? Index Universe

Why Home Prices Have Much Further to Fall – Lance Roberts via Advisor Perspectives

The Transparency Trap (pdf) – John Mauldin

Traders Like QQQ a Little Too Much – Tom McClellan

An Investor’s Worst Enemy? Their Brain – The Globe and Mail

Weekend Investment Readings

Posted on January 21, 2012 by oyenscott

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

Investment Readings

Posted on January 9, 2012 by oyenscott

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

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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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Weekend Readings

Posted on December 31, 2011 by oyenscott

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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Sunday Readings

Posted on December 18, 2011 by oyenscott

Below are a few articles I’m reading this weekend:

Estimating Future Stock Market Returns – Adam Butler & Mike Philbrick via dshort.com

Gold Bull is Dead, Says Gartman - via Investment Postcards from Cape Town

Click the image below to hear Adam Hewison’s latest views on gold, silver, the US Dollar Index, the CRB Index, crude oil and the S&P 500 Index:

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The Center Cannot Hold (pdf) – John Mauldin

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Profit Margin Squeeze: New Update – Doug Short

Baltic Dry Disputes China Collapse – Tom McClellan

G4 Central Bank Balance Sheets / European Contagion – Cumberland Advisors

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Weekend Readings

Posted on December 10, 2011 by oyenscott

Below are some articles I’m reading this weekend:

Gold shares would soon play catch up – Prieur de Plessis

ECRI Recession Call Update – Doug Short

What Debt Default Means for the Stock Market – Tom McClellan

EU Summit May Be Eurozone’s Last Chance to Avoid Financial Disaster – Satyajit Das

Bloomberg News Responds to Bernanke Criticism of U.S. Bank-Rescue Coverage

20 Truths About the Stock Market – Ivan Hoff

A Player to be Named Later (pdf) – John Mauldin

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Weekend Investment Articles & Readings

Posted on December 3, 2011 by oyenscott

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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Investment Readings

Posted on November 30, 2011 by oyenscott

With the US equity markets in daily roller-coaster mode, below are investment articles offering big picture analysis beyond just the daily market swings and headlines:

Rainbow Convergence Has Predictive Value – Tom McClellan

Changing the Rules in the Middle of the Game (pdf) – John Mauldin

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Desperate Times Call for Drastic Measures – Bob Eisenbeis, Cumberland Advisors

US Government Debt Crisis Hovers in the Background, Part 1 and Part 2 Here – Satyajit Das

Adam Hewison’s Daily Market Video Update (free):

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It’s All Very Taxing (pdf) – Howard Marks

Is This the Best Stock Market Indicator Ever? (part 1) John F. Carlucci

Secret Fed Loans Gave Banks $13 Billion – Bloomberg

Grantham Calls Corporate Profits Freakish – Bloomberg

Apple Computer: Massive P/E Compression – Systematic Relative Strength