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MORE RECOMMENDATIONS ON MY NEW ENERGY SAVERS THEME On Friday, June 13 th , I began a new investment theme, what I called the Energy Savings (Savers) Theme . Essentially a new theme is when some macro force is seen as boosting a whole group of companies, not just one hot company with a new product. And...
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PORTFOLIO STRATEGY This year’s mid-March to mid-May bear market rally was the first rally versus the new primary bear market downtrend. Usually the first rally is the best rally (just like the first loss is the best loss) because many investors believe the bull market still lives and thus it’s...
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Richard Schwartz 's PRINCIPLES OF THE STOCK MARKET A learning, teaching, always evolving stock market letter and advisory service Seventeenth Consecutive Year of Publication ; Letter #1; September 18 th , 1990 Post Office Box 1236 · New Paltz, New York 12561 - U.S. A. · (845) 255-6894...
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WHERE YOU SHOULD STAND TODAY. The Ideal Portfolio (another Schwartz View ). Yep, let me offer up one man’s view of what the ideal portfolio should be today and why: · Very minimal exposure to the stock market! This major, modern day margin call on institutional investors is causing havoc...
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The Principle of History. Knowing one’s history gives us guidelines and a basis to work from. So yesterday I began to compare the last Papa Bear market we lived through, 1973-1974, which encompassed the first really oil crisis, to today’s ongoing bear market and oil shock. I said I was printing...
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The Principle of Relative Strength. Just checked some on where this rally now stands applying one of my principles. One sound fundamental to practice for near and intermediate term performance is to favor those stocks and sectors doing well and then shy away from those sectors underperforming. In fact...
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THE STOCK MARKET Written Monday, May 5th, 2008: Weekly Overview. We’ve been up for three straight weeks now. At least for the large cap indices, the Dow Industrials , the S&P 500 and the Nasdaq Composite . You know those US-headquartered but multinational companies doing lots of business overseas...
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UPDATE ON THE STOCK MARKET . Wednesday, April 9th, 2008 Another day of compacted volatility (is that an oxymoron?) yesterday. This time on the lowest daily trading volume in 2008. Thus the stock market continues to draw, in Wall Street jargon, a “line” I’ve started writing about. One way, reason and...
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UPDATE ON THE STOCK MARKET . Tuesday, April 8 th , 2008 : Yesterday was the 4 th day in a row the stock market traded essentially flat. I believe we’re now building what the old timers called “a line.” Just means compacted trading action on lower trading volume. Can run for a week to two or much longer...
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THROWING GOOD MONEY AFTER BAD . Let’s think back some so as not to lose perspective. Where to start? Yep, right at the top of the five year bull market and the top of the private equity boom. June 21 st , 2007: CHINA backed Blackstone Group’s IPO at $31 back with $3 billion last June. Yesterday BX closed...