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2011 Reflection, 2012 Projection
03 January 12 08:15 AM | Brian Dightman

After delivering about break-even performance for 2011, the S&P 500 is off to a strong start in 2012. Unfortunately small U.S. company , international developed country, and emerging country stocks all suffered significant declines in 2011. This will...

Filed under: S&P 500, China, Credit Markets, Buy & Hold, developed markets, emerging market stocks, U.S. Real Estate

Headlines & Market Similar to 2008
16 December 11 07:49 AM | Brian Dightman

Are investors facing an environment eerily reminiscent of 2008? The news out of Europe could easily be compared to U.S. housing and mortgage headlines in 2008 and the technical action of stock prices looks similar. Is it possible we are entering a "here...

Filed under: Exchange Traded Funds, S&P 500, Agriculture, agribusiness, bear market, emerging market stocks, Credit Crisis, Secular Markets, Bond Investing, Leading Stocks

Leading Stocks - A Conflicted Market
25 June 11 09:35 AM | Brian Dightman

U.S. stocks have been struggling for nearly two months now. Early in the correction I made some defensive moves, not because U.S. stocks indexes started to see big declines, but because those declines were accompanied by warnings about a global economic...

Filed under: International Bonds, World Economy, India, S&P 500, bear market, emerging market stocks, leading economic indicators, stock leadership, risk management, Secular Markets, IBD 50, U.S. Bonds

Economic Policy Reset
25 February 11 08:38 AM | Brian Dightman

You may recall early in the Obama administration Secretary of State, Hillary Clinton, offering a "reset" button to Russian leaders regarding U.S. diplomatic efforts. I would like to ask the administration, are you ready to offer the American...

Filed under: World Economy, Crude Oil, emerging market stocks, Credit Crisis, The Fed

Productivity Growth vs. Demand Growth
30 December 09 12:33 PM | Brian Dightman

After a tremendous rally from lows hit in March, stock investors want to know if the rally will continue into 2010. Leading economic indicators produced by the private firm, Economic Cycle Research Institute (ECRI), suggest the economic expansion that...

Filed under: developed markets, emerging market stocks, leading economic indicators, stock leadership, Major U.S. Markets

Will Stock Market Gains Hold?
16 June 09 04:43 PM | Brian Dightman

As the pattern of global economic data of less negative numbers continues, a shift may be taking place in asset pricing. Two possible reasons among many: 1) Asset prices are taking a break from the rapid appreciation realized since March 2) Economic data...

Filed under: Commodities, S&P 500, Crude Oil, China, developed markets, emerging market stocks

An Easter Basket of Stocks
09 April 09 04:39 PM | Brian Dightman

This week's trading ended a day early and with strong action marking the 5 th consecutive week of gains. U.S. stock markets will be closed tomorrow for Good Friday. While I still have doubts about the sustainability of the current market advance,...

Filed under: NASDAQ 100, Credit Markets, developed markets, emerging market stocks, leading economic indicators, dividends

Stock Stimulus & Bond Bailout
02 March 09 11:59 AM | Brian Dightman

The Obama presidency is off and running and since taking office I believe the administration has provided enough details to help me position my near-term strategy. By most accounts, the United States has systemic problems in its economy that have been...

Filed under: Managed Futures, Commodities, Oil and Gas Exploration and Production, Energy, Crude Oil, alternative energy, clean energy, emerging market stocks, income investing

President Elect Obama & Investors
06 November 08 08:58 AM | Brian Dightman

With the elections over we can now turn our attention to how President Elect Obama is going to potentially affect our investments. Given the magnitude of the economic challenges his administration will face, it will be interesting to see how President...

Filed under: World Economy, S&P 500 Earnings, Energy, Crude Oil, Credit Markets, Global Banks, alternative energy, clean energy, emerging market stocks, Credit Crisis, income investing, dividends, Taxes

Rally Reversed
19 August 08 02:12 PM | Brian Dightman

You may have noticed U.S. stock indexes moving higher over the last month, offering some hope we may have found a market bottom. Unfortunately, this does not appear to be the case as many indexes failed a major test in the last few days. There were some...

Filed under: World Economy, S&P 500, cash, bear market, developed markets, emerging market stocks