Sung to the tune of Paul Simon’s “Still Crazy After All These Years,” I am still bullish after all these gains. Stephen writes: You reported over the weekend that your permanent portfolios are up 29%, 14%, and 14% since your bullish call a month ago (wow!). My question is, Am I too late to the […]
Tag Archives: market timing
Don’t Miss Any More Of This Bull Market
Are you missing out on the bull market? Bespoke Investment Group wrote on Thursday: The current bull market is different than any other on record because there has actually been a large contraction in p/e ratios. At the start of this bull in October 2002, the p/e of the S&P; stood at 29.06. It is […]
Do Not Miss This Market
We’ve now passed the third higher week since The Kelly Letter changed from a medium-term bearish to a medium-term bullish stance. The validity of that change is still doubted by many and angers many, as evidenced by the volume and tone of hate mail I’ve received. It comes mostly from people who are not invested, […]
Thoughts From The Non-Disaffected
Occasionally, it’s good to know that not everybody reading my views thinks I’m nuts. In response to yesterday’s article, John writes: You have to be thick skinned to be in your profession. Over my 40 years of investing I’ve observed that about 75% of newsletters have a negative slant most of the time. It seems […]
The End Is (Not) Near
Hate mail from the bears keeps coming. Brent writes: I don’t know how you snuck into the top ranks of market forecasters, but your latest call to buy stocks here is nuts. Don’t you read anything? Look at Faber, a guru much more experienced than you. Look at that economic clock guy. He’s also been […]
