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“We do recognise it is summer and historically the odds would suggest softer prices not higher ones; however, breadth has been good and the tape has good upside momentum behind it. To balance the need for respecting the historically weak seasonal trends of the summer and still being on the right side of the tape, we suggest making sure your downside risk plan is in place in case seasonal trends do prevail against tape strength,” said Kevin Lane in this technical analysis update. [...] More on this topic (What's this?) The S&P 500 and the Money Supply: A Long Term Look (The Value at Risk, 7/15/09) S&P Continues It's Commercial RE Downgrade Rampage (The Value at Risk, 6/30/09) Economist Gary Shilling: S&P 500 will drop 43% this year? (Value Investing, 4/11/12)
This week in the WealthTrack series on Great Investors, Consuelo Mack features the never-before-aired portions of her wide-ranging interview with David Swensen, renowned endowment chief of Yale. Among the topics covered are his assessment of the new investment reality and where he is investing his own money. [...] More on this topic (What's this?) Two Long-Term Investing Strategies That Work (and one that doesn’t) (Investment U, 4/25/12) Momentum Investing: The Secret to a Red-Hot Stock Portfolio (Investment U, 6/24/09) Measuring the Performance of the Ivy Portfolio (Phil’s Stock World, 12/1/12)
This post provides links to a number of thought-provoking articles I have read over the past few days that you may also find interesting. [...] More on this topic (What's this?) Must Reads Monday, July 27, 2009 (Contrarian Profits, 7/28/09) Must Reads August 27, 2009 (Contrarian Profits, 8/27/09) ChartsEdge weekly forecasts for equities and gold for the week of July 27; and some comments on D... (UnBiasedTrading (TM), 7/26/09) | ||||||||||||||||||||||||||
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