Two weeks ago, The Kelly Letter changed from a medium-term bearish stance to a medium-term bullish stance. Since then, the market has done well: Dow +5.4% S&P; 500 +5.0% Nasdaq +4.1% The letter’s permanent portfolios have done even better: The Dow One +18.2% Double The Dow +10.6% Maximum Midcap +6.3% Now, people are wondering if […]
Tag Archives: market timing
Van Knapp On The End Of The Credit Crunch
Contributor Dave Van Knapp of Sensible Stock Investing updated his thesis on the credit crisis yesterday, and sent it to me last night. I’m pleased to share it with you: I believe that the credit crisis of 2007 is over, at least insofar as it is likely to impact the stock market. To be frank, […]
Did You Miss The Rising Market?
Alan writes: Could you have timed your switch from bearish to bullish any better? That was brilliant. I’m kicking myself for not moving money into the market two weeks ago, when you first said to get back in, and then last weekend when you reiterated the call. My wife said the market looks scary with […]
Highlights From Fortune’s “Crisis Counsel”
Last week, Fortune ran an article called “Crisis Counsel” that began, “Will the sub-prime lending meltdown and credit crunch send us into a financial free fall? We asked the sharpest minds in business to share their reactions to the downturn, and their insights on the road ahead.” I think you’ll find remarkable similarities between their […]
The Cold Facts
In my article last Wednesday, Why I’m Not Worried About Sub-Prime, I wrote: Next, ask yourself how much of the U.S. economy housing represents. By the tenor of the news these days, you’d think half of the U.S. gross domestic product comes from the housing market. It doesn’t. Housing accounts for a mere 5% of […]
