SET Monthly Issues
SET Monthly Issue February 2011
February 2011 THE MARKET DOESN’T CARE ABOUT OUR CRAZY MIXED UP WORLD! I’m starting to get a little uneasy… Since the Fed first hinted at QE2 back in August, stocks have been trending steadily higher. It’s shocking how the Fed has been able to lead the markets higher. Ben Bernanke is a modern day Pied […]
SET Monthly Issue January 2011
January 2011 A STRONG JANUARY IS PROJECTING A GREAT YEAR FOR STOCKS According to Sam Stovall over at Standard & Poor’s, “a positive performance in January traditionally leads to a gain during the rest of the year.” He goes on to say, “Since 1945, whenever the S&P 500 rose in January, it continued to advance […]
SET Monthly Issue December 2010
December 2010 A PERFECT STORM FOR CORPORATE EARNINGS GROWTH Successfully navigating the stock market’s ups and downs is never easy. But there’s one thing that virtually guarantees higher stock prices over the long haul. In short, it’s corporate earnings growth. The good news is… As we move into a new year, a perfect storm is […]
SET Monthly Issue November 2010
November 2010 INDIVIDUAL INVESTORS ARE RETURNING TO THE MARKET I was caught off guard when I first heard the news. Individual investors are finally returning to the stock market. According to EPFR Global, retail investors have plowed $2 billion into stock funds since September. Simply stated, this is a big shift… Up to September, individual […]
SET Monthly Issue October 2010
October 2010 THE FED IS DEVALUING THE US DOLLAR The Fed has a solution to our economic woes… Destroy the US Dollar. …After all, a weak US Dollar is good for exports. And 46.6% of sales by S&P 500 companies come from outside the US. But that’s just part of the story. In short, the […]
SET Monthly Issue September 2010
September 2010 LEADING INDICATORS ARE LOOKING UP Wouldn’t you like to know the future? It sure would make choosing the right investments a whole lot easier. Knowing the future is great, but there are limits. I definitely don’t want to know how I’ll kick the bucket… But there’s no denying, it’d be great to know […]
SET Monthly Issue August 2010
August 2010 ARE SHORTSIGHTED FEARS CLOUDING MORE IMPORTANT TRENDS? Watch out! Doom and Gloom are everywhere… Everyone from Wall Street to Main Street is growing impatient. The pace of economic recovery isn’t good enough for anyone these days. I get it. More than 18% of people are either under- or unemployed. That’s a lot of […]
SET Monthly Issue July 2010
July 2010 MARKET CORRECTION OR NEW BEAR MARKET? Investors continue looking at the markets with a skeptical eye. And for good reason… There’s a lot of uncertainty right now. It’s left investors wondering if the recent pullback is merely a market correction or the beginning of a new bear market. Even record setting earnings by […]
SET Monthly Issue June 2010
June 2010 CAN STOCKS RECAPTURE THEIR BULLISH MOMENTUM? Market turbulence over the last two months has shaken investor confidence. It’s shaved more than 14% off of the S&P 500 from the high on April 26th to the low on May 25th. We’ve also seen all nine sectors we track shed between 2.3% and 6.5% since […]
SET Monthly Issue May 2010
May 2010 SURVIVING THE MINI-CRASH – WHERE DO WE GO FROM HERE? There’s been quite a bit of excitement in the financial markets lately. It’s the kind of excitement I can live without. A sovereign debt crisis in Europe… A mini-crash in U.S. markets… A massive oil spill… And financial reform… just to name a […]
