The Good News From A Bad Friday

Friday was another down day for stocks following the notable -2% decline on Thursday. After a few feeble pushes to the upside in the early morning trade, stocks rolled over and were solidly down once again by midday before battling back into the close. But despite the generally poor performance of stocks for a second consecutive day on Friday, several important points of good news accompanied the bad. Overall, investors could find reassurance at least as we head into the weekend that the latest stock market correction is taking on a more orderly behavior.

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

Why Thursday’s Sell-Off Matters

The stock market was rocked on Thursday, posting its worst single day decline in nearly four months. Such declines are certainly not unexpected, and it was clear following a spring and summer of quiet markets that some degree of downside volatility was more than overdue. But unlike many other recent stock market pullbacks, Thursday’s decline was notable, as it came with a convergence of troubling forces not seen in capital markets in over a year. In short, the stock market sell-off on Thursday matters, and how events unfold in the coming days should be watched closely for potential action, if needed.

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

Is A Stock Market Correction Imminent?

It is widely held even among the most bullish stock investors that the market is overdue for at least some sort of pullback. But this frequently discussed topic raises a number of additional important questions. When exactly might we expect such a correction to take place? How far can we expect the stock market to fall once it finally arrives? How should investors react once this correction finally takes place? And what will this anticipated pullback mean for the sustainability of the long running bull market?

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

The Danger Of Buying The Next Dip

It is a common refrain heard from many cocksure investors today. Sure, the market is a bit expensive and overdue for a correction, but I’ll simply wait for the inevitable -10% pullback, buy the dip and ride the market to new heights. But does such a strategy make sense at this stage of the graying bull market? A check on market history over the last century provides some useful clues.

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

The Great Bear Market Warrior

U.S. stocks are once again chasing fresh all-time highs. But despite this latest round of stock market cheer, some investors remain understandably cautious. Not only are stock valuations generally rich at a time when economic growth remains sluggish, but we are also now on the cusp of entering what has historically been a seasonally unfavorable time of year for stocks from May to November. Moreover, it has been well over two years since the stock market has experienced a sustained correction in excess of -10%, which is a long stretch by historical standards. Thus, those stock investors seeking to protect against potential downside risk in the months ahead may be interested in considering high quality stocks that have demonstrated the ability to perform well during periods of broader market weakness. And since the start of the new millennium, one name has performed particularly well in this regard including during the two major bear markets that have occurred along the way.

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

Follow

Get every new post delivered to your Inbox.

Join 4,514 other followers