The Event That Will End The Bull Market

The stock market is trading within 2% of its all-time peak reached at the beginning of April. And following an impressive bull market that recently entered its sixth year, it seems that the trauma that was the financial crisis is becoming a distant memory. Of course, the stock market did not achieve its miraculous recovery all on its own. Instead, it had the generous and ongoing support of the U.S. Federal Reserve for much of the journey to recovery through its daily asset purchases as part of its various quantitative easing (QE) stimulus programs. With all of this in mind, the experience of the last few years raises a worthwhile question to ponder. Exactly what would the markets have looked like without QE? Exploring the answer to this question is particularly worthwhile, as it provides important insights into what to expect from the stock market once the Fed ends its latest QE3 stimulus program in the coming months. More significantly, it may provide important insights into how exactly the current bull market may finally come to an end.

Please click on the link to read more of my article on Seeking Alpha.

Assessing The Recent Stock Market Damage

Stocks endured another round of eventful trading this week. After reaching new all-time highs to start off the new quarter, stocks entered into a suddenly sharp descent last Friday, and have been moving lower in fits and starts over the several days since. And by the close of trading this Friday, stocks, as measured by the S&P 500 Index, were once again in negative territory for the year. This latest bout of pressure raises the natural questions. Are stocks finally entering a sustained corrective phase? Or is this just another pullback in the ongoing bull market rise?

Please click on the link to read more of my article on Seeking Alpha.

How To Tame A Bear Market Like A Champion

Investors have endured two major bear markets since the turn of the millennium. During these past episodes from 2000 to 2002 and 2007 to 2009, many investors saw the value of their stock portfolios cut in half if not worse. And following a virtually uninterrupted rally following the end of the last bear market in March 2009, a growing number investors are wondering whether we may soon be entering a third major bear market in the coming years. For those investors concerned about such an outcome, history has shown that a select group of stocks have collectively demonstrated the ability to tame these past bear markets and helped protect the value of investor portfolios. Of course, whether they can pull off such a feat a third time around remains to be seen.

Please click on the link to read more of my article on Seeking Alpha.

Strategies For Earnings Season And Beyond

The second quarter is underway and earnings season will soon be upon us starting next week. And following Friday’s U.S. employment report that provided a solid headline but is still not all that great in the grand scheme of things, it is worthwhile to consider what we might expect from capital markets in the coming weeks and beyond. The good news is that attractive opportunities are likely to present themselves for those at the ready. But they are likely to be accompanied by more bouts of increased volatility.

Please click on the link to read more of my article on Seeking Alpha.

Requiem For Fallen Dividend Aristocrats

It is a fundamental tenet of dividend growth investing. Regardless of how sharp or severe the stock market correction at any point in time, shareholders must stick to their discipline and hold positions so that they can continue to benefit from ongoing dividend growth and the resulting steadily rising income streams over time. But what happens in the midst of a major market correction when a company with a long history of increasing its payout suddenly stops raising its dividend? Worse yet, what if it suddenly cuts its dividend, perhaps dramatically? What then is the impact on a dividend growth investor’s portfolio and their outlook moving forward?

Please click on the link to read more of my article on Seeking Alpha.


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