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  • The “Magnetism” Of Fundamental Values – The AIA Advocate Newsletter

    In This Issue: Investors Pause For The Election Events, Not Politics, Will Dictate Policy Many Investments Are Politically Neutral These Stocks Look Particularly Promising Most Blue Chip Stocks Are Still Attractive The “Magnetism” Of Fundamental...
  • QE3 and Thee – The AIA Advocate Newsletter

    In This Issue: QE3 and Thee But Will It Work? The Unemployment Dilemma There Are Some Economic Bright Spots What Happened To Inflation? The Bottom Line The Fed slipped a skyrocket under the stock market earlier this month when it announced QE3. Although...
  • How Much Higher Can The Bull Go? - The AIA Advocate Newsletter

    In This Issue: How Much Higher Can The Bull Go? Predictions About The Economy Are All Over The Map Several Threats To Growth Are Worrisome Food And Energy Are Good Bets Now The Bottom Line Since our last newsletter in February, the stock market continued...
  • Really!!! The Economy is Showing More Signs of Life

    In This Issue: The Economy Is Showing More Signs Of Life Growth Stocks Should Benefit The Most The Outlook From Here It’s Time To Start Nibbling At Housing Stocks The Bottom Line The stock market appears to have made up its mind about which way...
  • Many Excellent Stocks Are Oversold – The AIA Advocate Newsletter

    In This Issue: The Economy, The Economy, The Economy The Poor Numbers Don’t Fit What We See There Is No Shortage Of Cash Confidence Is Everything All Eyes Are On The Fed Inflation Is Baaaaaack Many Excellent Stocks Are Oversold The Bottom Line This...
  • China’s Inflation Is Coming Our way – The AIA Advocate Newsletter

    In This Issue: If The Economy Falters, Expect A QE3 Rescue Most Blue Chip Stock Values Remain Attractive China’s Inflation Is Coming Our way TIPS Are Becoming Popular Again Another Effective Inflation Hedge The Bottom Line This Month The stock market...
  • Africa: Sleeper Investment of the Century

    In This Issue:

    No Direction Home
    The Inflation/Deflation Balance Is Precarious
    Top Investments For Core Portfolios
    Africa: Sleeper Investment Of The Century
    The Bottom Line This Week

    Since our last issue, the stock market roller coaster made several more trips around the track. At this writing, prices are nearly back where they started with the Dow up marginally 0.3% and the Nasdaq off 0.7%. Although the market appears to be taking a breather at present, we think investors should expect a volatile summer.

    No Direction Home

    The stock market's gyrations reflect similar moves in most economic indicators. Not only are the key signals mixed, they often change direction from one week to the next.

    It doesn't help that every few days or so another black swan shows up to make investors nervous. The most recent unwelcome incidents include the disastrous BP oil gusher in the Gulf of Mexico, the high profile raid on the Gaza "peace" flotilla, the torpedoed South Korean patrol ship, and the plunging euro. There is a growing feeling among millions of people that political and economic stability in many parts of the world are hanging by a thread.

    At the same time, however, many multinational companies are reporting very good earnings. In addition, consumers are still paying visits to the mall although they are being more careful with their money. The summer vacation season is also off to a good start. In short, much of the evening news is grim but the day to day reality for most Americans is pretty good.

  • Association for Investor Awareness - Week of 04/01/2010

    In This Issue:

    Economic Momentum Is Increasing
    Expect A Marathon, Not A Sprint
    Stocks Are Leading The Way Back
    Black Swans Do Exist
    Index Funds Shine
    The Bottom Line This Week

    Something odd is occurring on the way to Armageddon that the army of doom and gloom predictors never expected. Instead of suffering a meltdown, Wall Street and Main Street are throwing parties.

    We'll be the first to admit that the gaiety isn't setting any records. Nevertheless, economic growth is a healthy 4% and may be somewhat higher. We won't know until the Fed shakes the numbers out after the first quarter ends today. We should get the verdict next week.

  • Association for Investor Awareness - Week of 05/28/2009

    In This Issue:

    Is The Economy Finally Turning Around?
    Companies With Cheap Eats Are Doing Well
    China's Economy Is Still Hot (Compared With Everybody Else)
    Energy Investments Are Looking Good Again
    The Bottom Line This Week

    The stock market rally that started on March 9 is proving to have longer legs than even the most optimistic investors dared hope. Through the end of May, the S&P 500 was up 30 percent even though the economy was continuing to decline.

    Over the past month, however, the market's performance suggests that the rally may be getting short of breath. Since our last newsletter, the Dow gained an unremarkable 1.1% and the Nasdaq barely rose 0.7%. It remains to be seen if stocks will get a second wind and run for another few laps, of if a correction is on the way.

  • Association for Investor Awareness - Week of 04/30/2009

    In This Issue:

    Signs Of A Better Economy? (Or At Least Not As Bad?)
    Stocks For A Weak Recovery
    The Bottom Line This Week

    Last month investors received another booster shot from Wall Street as the Dow and the Nasdaq rose an additional 1.2% and 5.5% respectively. The gains left stocks up 26% from the rally's jumping off point. With any luck, and a few encouraging numbers from the economy, the rally could continue for another few weeks.

    Lest anyone think the bear is finished, however, we must remind you that the market never moves in a straight line very long. Even if this is the start of a new bull market, we must expect to get some nasty shocks along the way. After such a strong rally, the first correction may be close at hand.

  • Association for Investor Awareness - Week of 12/18/2008

    In This Issue:

    The Economy Is Bad, But Stocks Are Priced For Worse
    Stocks Outshine Their Competition
    Behold The Halo Effect
    A January Bounce Seems Likely
    Energy And Foreign Growth Are Positives
    We May Be Halfway Through The Economic Downturn
    What Everybody Knows...
    The Bottom Line This Week

    Last week we received additional signals that a bear rally is probably in the works. During the five day period, investors were treated to a smorgasbord of bad news. Congress turned thumbs down on bailing out the Big Three automakers. Unemployment surged to a 26 year high. T-Bill returns dropped to essentially zero. Many bellwether companies issued earnings warnings. Several firms cut their dividends, and investors were shocked by a $50 billion hedge fund collapse.

    So what did the market do? It barely budged. The Dow eased down less than 0.1%. The Nasdaq actually rose 2.1%. The market was also strong during the first three days of the current week. In our opinion, such resilience in the face of disturbing economic events indicates that investors are probably getting ready to do some buying.

  • Association for Investor Awareness - Week of 11/06/2008

    In This Issue:

    The Rally May Have Legs – Or Not!
    A Banquet For Value Investors
    Dividends Shine In This Market
    A Yield Bonus That Few Investors Consider
    The Bluest Of The Blue Chips
    Love Those Dividend Aristocrats
    The Bottom Line This Week

    The mid-cycle rebound we have been expecting showed up last week with a spectacular opening. Even though the market on Monday showed a 203 point loss, huge gains over the remaining four days pushed the Dow and the Nasdaq up 11.3% and 10.9% respectively.

    This time the gains survived the weekend, but not for long. Monday was a yawn, but the market jumped 305 points on Tuesday as excitement about the presidential election boosted spirits. On Wednesday, however, America suffered a post-election hangover and stocks dropped a whopping 486 points. It looks like Wall Street plans to give President-elect Obama a very short honeymoon.