David Rosenberg describes what the end of the bull market in bonds, and the end of the bear market in stocks, should look like.
Read More »
Posts Tagged ‘ Bear markets ’
The End of the Bull and the Bear
Season of the Witch
Joshua Brown lays out the bear case as thoroughly as necessary. It is the season of the Witch.
The Death of Equities II: Historical Fact Should Inform Our Opinions
We have been in a secular bear market since 2000. How will we know when the next upward run is from a long term bottom and not just another upside trip on a rollercoaster to nowhere?
Read More »
European Markets Approach Their Credit Crisis Lows
I was gazing through some charts this morning only to be astounded by how deep the losses in many European markets have been over the last few months. The USA’s S&P 500 has been a notable outperformer over the last 3 months as many European markets are absolutely cratering. For those who...
Read More »
Are We There Yet? The Value Restoration Project Resumes
Most of us can relate to driving and having children ask "Are we there yet?" JJ Abodeeley tries to answer that question. Like us, JJ sees what we have been going through since 2000 as a long process of the market working itself from an expensive peak to a cheap bottom. JJ calls...
Read More »
The Four Bad Bears
Doug Short has a bunch of interesting charts on bear markets (click permalink for larger, easier to read version of chart)
You can take a look at what the bottoming process has looked like for all the bear markets since WWII here. Hat tip: Calculated Risk.
Thanks for visiting Risk and Return. Please feel free to contact us with any questions and/or comments. Please note our disclaimer.
What does a Bear Market look like?
John Hussman is always worth a read. I like this from his letter this morning: As I wrote in April 2000, bear market psychology typically evolves something like this: “This is my retirement money. I can’t afford to be out of the market anymore!” “I don’t care about the price, just get me in!!”...
Read More »
Subscribe and follow
- Risk and Return has Returned | Risk and Return on Are Stocks Cheap Yet?
- Risk and Return has Returned | Risk and Return on Expectations, not predictions
- Further Reading: Creole Gumbo Edition | Risk and Return on JP Morgan, Lehman and Nightmares
- Lance Paddock on Cash on the Sidelines is a Myth
- Gordon on Cash on the Sidelines is a Myth
- Economy Entering A Period Of High Risk | Risk and Return | What is High Debt Ratio ? on Economy Entering A Period Of High Risk
- Dividends, dividend policy and sustainability « myfinanceblogef on Dividends, the Key to Long Term Returns, Even for Growth Stocks
- Half Solutions Will Not Work | FavStocks on Will Eurobonds Work?
- Half Measures Won’t Save The Euro | Forex news on Will Eurobonds Work?
- Half Measures Won’t Save The Euro | Forex news on The German Dilemma
- It's Simple Really
- Cash on the Sidelines is a Myth
- The German Dilemma
- Is Fiscal Stimulus the Answer?
- The False Promise of Buybacks-Updated
- Valuation: The Key to Long Term Returns
- The Handicap of Experienced Investors
- Dividends, the Key to Long Term Returns, Even for Growth Stocks
- The Death of Equities II: Historical Fact Should Inform Our Opinions
- Will Eurobonds Work?
If you are interested in joining our mailing list, please submit your email below.
License
This work by Lance Paddock is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
Copyright © 2012 Risk and Return. All Rights Reserved.
Magazine Premium created by Themes by bavotasan.com.
Magazine Premium created by Themes by bavotasan.com.