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Thread: Short selling is an obvious way of benefiting from market corrections.

  1. #91

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    Quote Originally Posted by oak333 View Post
    Morgan Stanley: stocks are in a hidden bear market.
    The rolling bear market is fooling everyone at the index level.
    All sectors are down 11 % or more.

    https://www.investopedia.com/news/wh...n-bear-market/

    Mark Mobius has the same opinion.
    Spot on with this one. The author really missed two rotating "bear market" sectors though - REITS and Utilities.

  2. #92
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    Jim Cramer is a permabull.

    He says that the averages (Dow, S &P 500) paint a rosy picture
    but only two sectors advanced: tech and retail.

    https://www.cnbc.com/2018/06/05/cram...t-leaders.html

  3. #93
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    Markets are complacent, smart money is bailing :

    https://www.zerohedge.com/news/2018-...too-complacent

    No comment.

  4. #94
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    From the budget office.
    --------------------------

    The mix of tax cuts ad spending will give a temporary boost
    to the economy, but in 2019 the federal deficit will reach
    1 trillion $.

    The ballooning federal deficit will increase the interest rates,
    making it harder to service the debt.

    The S P 500 can fall 40 %.

    Others are quite concerned too like Mobius, Guggenheim Partners,
    JP Morgan...

    https://www.investopedia.com/news/da...p-40-stockman/

  5. #95

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    oak333 - Since you started this thread on 8/17/2017 we are getting close to a year with you advocating short selling. How about doing as I do and posting how well this is going for you?

    I will admit that if I had been short, REITS, Utilities and Consumer staples I would probably be ahead on what our total retirement account values would be now but the flip side of that is I would not have dividend income at 28% of our retirement income as of now. I personally sleep better at night with the income over capital gains. Your thoughts?

    I took a look at our first draft of our current written investment plan. "INVESTMENT PLAN STATEMENT 11/1/2015
    To earn an income stream that is reliable, predictable and increases faster than inflation."
    So, we have been gradually moving from portfolio growth investing to Dividend Growth Investing for over 2.5 years. This has been a slow process not just throwing a switch in February of this year when we updated to our current plan.
    Last edited by Redrum; 06-12-2018 at 11:42 AM.
    Dividend income is a much larger part of total return than most investors realize. If one looks at Buffets portfolio of stocks, nearly all pay dividends. I am not a fiduciary so DYODD.

  6. #96
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    A great danger to the markets is "the volatility of volatility."
    On February 05, 2018, $VIX went from 18 to 38 ! That shows
    a lot of uncertainty in the markets.

    Some companies use their cash to sustain their share prices,
    instead of investing in production.

    http://www.kitco.com/news/2018-06-12...Beschloss.html

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