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investBIT – secular bear market coming to an end?
WSJ reports as stock indexes have doubled in value since the market low in March 2009, investors have yanked a net $138 billion from mutual funds and exchange-traded funds that invest in U.S. stocks,...
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investBIT – bond mutual fund flow
Fidelity via The Reformed Broker shows below-average real returns for equities during the past 12 years, in combination with the near- uninterrupted 30-year rally for bonds, has led to a recent shift...
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investBIT – stock market ownership
Business Insider provides a chart with the share of who owns the equity market. The shift shows how pensions are disappearing and households have the responsibility of managing their own retirement....
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investBIT – Stocks vs Inflation
Here’s an update to the chart showing the S&P 500 (red line) moving in tandem with 10-year inflation expectations (blue line). The blue line is the 10-year Treasury yield minus the 10-year TIPs...
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investBIT – s&p chart of 2012
Bespoke created a snapshot of the S&P 500′s performance throughout the year. In the charts below, they break out the S&P 500′s change by month and even day of the week.
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tax efficient investing
Scwaab shows broadly speaking, investments that tend to lose less of their return to income taxes are good candidates go in taxable accounts. Likewise, investments that lose more of their return to...
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Asset class yields
World Beta shows asset class yields after inflation, so called real yields. Most asset classes are in normal valuation ranges, and while bonds are still trading at low yields, stocks are even more...
View ArticleGold Sales From Soros Reveal 12-Year Bull Run Decay: Commodities
Gold’s worst start to a year in a quarter century and the biggest sales by investors on record are increasing concern that bullion’s longest rally since the end of World War I is ending. Investors sold...
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Market Drivers
LPL Financial via the Reformed Broker illustrates the market drivers March Madness style:
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Stock Valuations
JPMorgan Market Insights provide an update on Stock valuations including the Schiller P/E as of 3/31/13.
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April Asset Class Returns
Capital Spectator updates year to date asset class returns as of April 26th. It shows US stocks and REITs are leading the horse race for the moment, closely followed by foreign equities in developed...
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Stock dividends
WSJ shows how much defensive stocks have been running up lately. P&G and Coke now have higher valuations than Google as investors are looking for a safe yield and dividends over growth.
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Stock Market Valuation
Dr. Ed’s Blog shows the current stock market valuation is still near the long term average (measured by S&P 500 Forward PE Ratio): The mean of the monthly forward P/E of the S&P 500 since...
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Stock Market Timing Method
Mutual Fund Observer shows employing the 10-month simple moving average timing method (10-mo SMA) to these data over ten decades reveals impressive performance, reiterating the conclusion documented by...
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Stock Market Rally
The Dow just made another post-financial crisis rally high. To provide some further perspective to the current Dow rally, all major market rallies of the last 112 years are plotted on today’s chart....
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Market Timing
Even those who do beat a buy-and-hold strategy in one market cycle have no greater odds of success in the next cycle. Beating the Market – “You would have reduced your portfolio’s volatility over the...
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Historical Returns by Holding Period
Historical Returns by Holding Period This chart shows historical returns by holding period for stocks, bonds and a 50/50 portfolio, rebalanced annually, over different time horizons. The bars show the...
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Dividend stocks with increasing interest rates
Morningstar reports in a rising interest-rate environment, high-dividend-paying stocks have historically underperformed their lower-yielding and non-dividend-paying counterparts. The opposite is true...
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Schiller PE Ratio September 2013
Research Affiliates shows EM equities appear to be the more sensibly priced asset class for accessing global growth. They are trading at a Shiller cyclically adjusted PE (CAPE) of 13.4x, as compared...
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September Stock Market Momentum
Short Side of Long shows the stock market rally from November 2012 lows has lost momentum. Since May of this year, majority of the stocks have essentially gone nowhere. The chart above shows that the...
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