CRISIS du jour

Headlines are written with the intent to be provocative and incite fear.    It’s not easy to identify the real boogeyman.  So given the crisis du jour, what should you be afraid of? Loan DELINQUENCY The debt cycle isn’t even close to peaking.  Delinquency on credit card, mortgages and home equity loans are all at moderateContinue reading “CRISIS du jour”

Ignore Extreme Opinions

The S&P 500 is up nearly 17% from the lows of Christmas Eve 2018…did you panic and sell at the wrong time?  If so, maybe you should be paying more attention to investor sentiment…as a contrarian indicator. Last month I discussed Investor Sentiment in a podcast:   The key to understanding investor sentiment, is thatContinue reading “Ignore Extreme Opinions”