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The road ahead: bull & bear case
Author Cam Hui Posted: 31 Dec 2011 10:11 AM PST As 2011 draws to a close and we 2012 dawns, it’s time to consider the bull and bear cases for the stock market and risky assets. I had already outlined...
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Have a plan for 2012
Author Cam Hui Posted: 03 Jan 2012 12:27 AM PST Sometimes the investment process is more important than the investment decision. In the past few days, I have outlined: My bull and bear cases for the...
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Not enough panic?
Author Cam Hui Posted: 25 May 2012 As stocks have descended in the last few weeks, investor sentiment measures have moved into zones indicating excessive fear. As an example, the Citigroup...
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Too much bullishness?
Author Cam Hui Posted: 04 July 2012 This morning, Mark Hulbertreported that he was seeing too much bullishness among market timers: Consider the average recommended equity exposure among a subset of...
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A reply to the Ritholz secular bear question
Author Cam Hui Posted: 19 Feb 2013 I haven’t had the time, but I had been meaning to write a reply to Barry Ritholz’s posts last week where he indicated that he believed that the secular bear market...
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Secular bull or bear?
Author Cam Hui Posted: 07 May 2013 As US equities have rallied in the last couple of weeks, there has been much discussion about the rotation in sector leadership from defensively oriented sectors to...
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Should you have sold in May?
Author Cam Hui Posted: 04 Jun 2013 All it took was someone to whisper “Fed tapering” and volatility has returned with a vengeance to the markets. I explored this topic in late April (see Sell in May?)...
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