By John Bougearel, Author of Riding the Storm Out, What Do Investors Do Now?
Synopsis: This report reviews the merits and shortcomings of portfolio diversification, the upcoming “restructuring cycle” for CRE and LBO’s of the credit cycle boom that burst in 2007, and the bone-crushing impact this recession is having and will continue to have on [...]
Entries from February 2010
It’s 2010: So What Should Investors and More Importantly What Should Americans Do Now?
February 23rd, 2010 · No Comments
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Did Diversification Work During the 2008-09 Bear Market Asks S&P Analyst Sam Stovall?
February 10th, 2010 · No Comments
S&P analyst Sam Stovall shows an 80 year model of how a 60% SP500 and 40% LT govt bonds “total returns” portfolio has performed. On balance, Sam gave this passive portfolio model a thumbs up, as the total return in 2008 was only down - 13%, less than the -14.8% in 1974, [...]
More on this topic
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Elliott Wave update
(All Allan, 9/6/10)
S&P 500 Chart Analysis
(Red Hot Energy and Gold - Global..., 9/3/10)
Highest Yielding Dividend Stocks of S&P 500
(Dividend Growth Investor, 6/21/10)
Tags: Uncategorized
Events that can upset the February 9 2010 stock mkt rally: Spokesman for Germany Ulrich Wilhelm saying a Greek Solution “depends on the govt in Athens itself solving its budget problems” and Ayatollah Khameni Stunning the World
February 9th, 2010 · No Comments
According to the afternoon updates, Ulrich Wilhelm indicated that no decision on Greece was close at hand, adding that “If Greece obtains help, then only under strict conditions and only if the Greek govt drastically reforms the state.”
In short, the Greek govt, facing imminent strikes, will have to steal [...]
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Should Greece Follow Argentina’s Playbook?
(naked capitalism, 5/17/10)
Why Germany’s Rebound Is Not Such Good News
(naked capitalism, 8/30/10)
A Lesson on Cost-Cutting… From Greece
(Investment U, 7/7/10)
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Mirable Dictu! The First Market Rally of 2010 That Merits More than a Few Words
February 6th, 2010 · No Comments
“U.S. Stocks Jump in Final Hour, Pushing Up Metal Prices; Dollar Pares Gain U.S. stocks rose in the final hour of trading on speculation the European Union may propose a solution for Greece’s budget deficit, reports Bloomberg.
This end of day soundbite provided the fodder/excuse for a short-covering rally on the Feb 5 NFP report. Traders [...]
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Revisions to nonfarm payrolls
(The Mess That Greenspan Made, 2/5/10)
Ugly Non-Farm Payrolls Revisions
(naked capitalism, 8/6/10)
‘Good’ Jobs News, but Still Hard Times
(Red Hot Energy and Gold - Global..., 3/5/10)
Tags: stock mkt
Active Versus Passive Trading Strategies: The MoneyShow’s Tim Bourquin Interview with John Bougearel
February 4th, 2010 · No Comments
A transcript from the January 21, 2010 MONEYSHOW’s Tim Bourquin Interview with John Bougearel
Tim Bourquin: Hello everybody and welcome back. Thank you very much for joining me for another show this week as we speak with another trader. We’re going to speak with John Bougearel and he’s going to talk to us about his [...]
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“Tim Out – Sheila and Debt Relief In?”
(naked capitalism, 1/8/10)
Five Observations from Successful Traders
(The Essentials of Trading, 8/16/10)
Tim Backshall On Europe: “Default Now Or Default Later” As EuroStat Complains That Greece Is ...
(Phil’s Stock World - Members S..., 9/7/10)
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