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Ideas for Investors on Potential EMU Deterioration
11 November 11 09:03 AM | Brian Dightman

The fabric of the EMU is seriously frayed and could tear. Volatility in global stocks has been very high recently signaling uncertainty by investors. In additional to the European debt issues, the U.S. Super Committee results and the woefully slow and...

Filed under: Inflation Data, World Economy, Gold, Cash, Credit Crisis, Dividends, U.S. Bonds

How to Deal with the U.S. Debt Downgrade
06 August 11 11:44 AM | Brian Dightman

It has been a busy week at Dightman Capital. I further reduced risk levels across my global growth strategies just before Thursday's massive decline. With Friday's S&P announcement a new element of uncertainty has entered into the market....

Filed under: Inflation Data, World Economy, Bear Market, U.S. Real Estate, Risk Management, P/E Ratio, Secular & Cyclical Markets, Cyclical Markets, Yield Curve, U.S. Bonds

Good Time To Hedge Investments
16 August 10 09:53 AM | Brian Dightman

Since the credit crisis started U.S. investors have been warned to prepare themselves for an extended period of sub-par returns based on lower economic growth from investment luminaries like Bill Gross of Pimco. There is little doubt we are in a very...

Filed under: Inflation Data, World Economy, S&P 500 Earnings, Credit Crisis, Secular & Cyclical Markets, Hedging Strategies

Interest Rates Jump On Weak Treasury Auction
24 March 10 01:46 PM | Brian Dightman

A sharp jump in interest rates took place today amid concerns over sovereign debt in Europe and a weak auction for U.S. Treasuries. Markets may be signaling concern over swelling government deficits, a problem that could get worse if the current economic...

Filed under: Inflation Data, Credit Markets, Credit Crisis, Income Investing, Risk Management

Partial Profits and Toxic Debt
24 March 09 04:06 PM | Brian Dightman

Markets made the most of the details released Monday on how the government plans to deal with toxic debt at banks. The new information helped continue the rally started March 9th. The action overall, however, is suspect. Consider the following: The rally...

Filed under: Inflation Data, World Economy, Credit Markets, Global Banks, Credit Crisis, Leading Economic Indicators, U.S. Real Estate, Risk Management

Important Week Ahead
30 November 08 05:24 PM | Brian Dightman

As the month of November came to a close stocks rallied and in the process gain 19% in the last 5 trading days to close down only 7.5% for the month. November 21st kicked the rally off but the day ended with Nasdaq volume falling 4%, generally not the...

Filed under: Inflation Data, World Economy, Bear Market, Credit Crisis, Leading Economic Indicators, U.S. Real Estate, Stock Leadership

Time To Buy?
18 October 08 12:34 PM | Brian Dightman

Many investors are wondering if we have found a market bottom. With Warren Buffett out buying stocks, shouldn’t all investors be doing the same? The risk of entering the stock market at this point has declined. However, the major bias is still down. During...

Filed under: TED SPREAD, Inflation Data, Energy, Bear Market, Credit Crisis, Income Investing, Leading Economic Indicators, U.S. Real Estate, Dividends, Stock Leadership, Risk Management, Gifting

Credit Crisis Resolution
30 September 08 09:51 PM | Brian Dightman

I limited my commentary over the summer and as fall approached developments were moving at a rapid pace. There was not much of a point in posting since the defensive work in our portfolios had already been done. We spent most of the 3 rd quarter with...

Filed under: Inflation Data, Credit Markets, Cash, Bear Market

Market & Economic Brief
11 July 08 03:05 PM | Brian Dightman

WORLD MARKETS Stocks around the world are feeling the effects of a troubled global credit market. The Dow dipped into bear market territory to end the first half of the year and both the Total Market (U.S.) and FTSI All-World Ex-U.S. indexes have served...

Filed under: Inflation Data, World Economy

Market Update
30 June 08 01:21 PM | Brian Dightman

Last week stock markets reacted to higher crude oil, weak earnings and inflation concerns which sent stocks down. The Dow lost 4.2% for the week. Several inflation protection assets (gold, TIPS, international bonds) performed well. In terms of economic...

Filed under: TED SPREAD, Inflation Data, Gold

Stocks Under Increasing Pressure
21 June 08 03:56 PM | Brian Dightman

WORLD MARKETS Both domestic and international stocks have started another leg down and appear headed for a test of the March lows. Unlike previous weeks of selling, current market leaders recently suffered sharp declines. Commodities are one of the few...

Filed under: Commodities, Inflation Data, Oil and Gas Exploration and Production, Credit Markets, Water, Metals and Mining, Alternative Energy, Clean Energy

Stocks Take The Lead
19 April 08 05:12 PM | Brian Dightman

World Markets Stocks asserted their leadership over other asset classes during the past week gaining just over 4%, as measured by the S&P 500. Last week also saw the DJ-30 and NASDAQ break through resistance levels; the S&P 500 and NYSE have yet...

Filed under: Inflation Data, World Economy