Monday, January 9, 2012

Investment Readings

Below are some investment-related articles I am reading:

Could Oil Prices Intensify a Pending S&P 500 Selloff? - JW Jones

Towards the Paranormal - Bill Gross
Bill Gross' summary: "For 2012, in the face of a delevering zero-bound interest rate world, investors must lower return expectations. 2–5% for stocks, bonds and commodities are expected long term returns for global financial markets that have been pushed to the zero bound, a world where substantial real price appreciation is getting close to mathematically improbable. Adjust your expectations, prepare for bimodal outcomes. It is different this time and will continue to be for a number of years. The New Normal is “Sub,” “Ab,” “Para” and then some. The financial markets and global economies are at great risk."

2012: A Year of Choices (pdf) - John Mauldin

Momentum for Dummies - Mebane Faber

Leading Indicators and the Risk of a Blindside Recession - John Hussman

Five Global Risks to Monitor in 2012 - Bill Hester

Now you can follow me on Stocktwits and Twitter!

DJI Oscillator Rising Index Signals Trouble - Tom McClellan

The Great Leading Indicator Smackdown: New Update and ECRI Recession Call: Growth Index Shows Further Contraction  - Doug Short

Using Commodity Prices to Identify Secular and Cyclical Trends in Equity Prices and Why It's Bearish Now (pdf) - Martin J. Pring






Disclaimer: No current positions in stocks mentioned. Please note that Scott's Investments and its author is not a financial adviser. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of Scott's Investments.

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