The DJIA wound up flirting with new highs for this bull market cycle while the market-leading Midcap and Smallcap indices once again marched to new all-time highs for the third day in a row.
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For example, a trader may have a predominantly long strategy focused on buying dips in relatively strong stocks, but if we enter a bear market cycle or the market starts to get toppy, that trader will have a tough time making money.
Graying, frugal money managers like me are at a great disadvantage this market cycle.
At the bottom of the market cycle they sported 9 percent yields, now closer to 6 percent after huge appreciation.
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"The financial instruments for the high-tech market cycle don't work as well in cleantech, " says Cleantech Group Managing Partner John Balbach.
Why, because this uncanny 16 month cycle pinpointed the market highs in 2000 and 2007, preceding major declines in stock values.
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Investor sentiment has become so overwhelmingly negative that it might well signal a contrarian call on the next bull market cycle.
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In the four-year presidential cycle, the market has a strong tendency to be positive in the last two years of each presidential term.
We attempt to add value through our proprietary and time-tested research methodology, which presumes a long holding period over a complete market cycle.
To many, including me, the Dow's inability to sustain increases above 10, 000 is a replay of a downward market cycle that began in 1966.
As such, there was a rush to put money to work in stocks and the major indices broke to new highs for this bull market cycle.
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However, he proved that asset classes acted differently during a market cycle and discussed how portfolios can be constructed to match investor risk tolerance and expected returns.
Every stock market cycle and every asset class bubble, people get sucked by a good story at the top and sell at the bottom in a panic.
But keep in mind that portfolios are constructed to produce results over a full market cycle, which can range anywhere from 3 to 5 years on average.
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That's why most financial people have five-year careers--one market cycle.
Those still standing at cycle bottom seize market share aplenty.
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Sometimes it may be best for companies to hoard cash at the top of the stock-market cycle and use it in the next trough to buy back shares at a discount.
Rather than explaining the cycle in terms of market failure, as Keynes did, real business-cycle theory views a recession as the optimal response by households and firms to a shift in productivity.
Therefore, the Bond market price cycle bottoms in April, and then turns back upward into September.
Most studies support the evidence of a significant relationship between the presidential cycle and the stock market.
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If a cycle of positive individual market results increases, more and more people could move to the individual market, by choice or force.
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Only after completing a 50% decline had the stock market crescendo cycle been completed, and almost no one had anticipated just how bad things would become.
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These ideas are based on my assumption that we are in a stock market down cycle that will continue for some time, as well as on the growing possibility of a new recession.
Although the Bretton-Woods system (1948-1971) was a pseudo-gold-standard manipulated by central banks, it was far superior to the fiat paper regimes seen since 1971, which have contributed so much to the boom-bust cycle, to unprecedented market volatility, over-leveraging, government budget deficits, debt crises, and economic stagnation.
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The corporate IT replacement cycle will also drive PC market growth this year.
Because when asked, central bankers will repeatedly cite the diversifying power of gold as a major reason to own it. (See this French central banker speaking in 2000, for instance.) Unlike other metals and commodities, gold is not tied to the economic cycle, nor the stock market.
Even with the investor concerns that have mounted as of late we believe most agree that the company has brighter secular prospects than typical value tech. (But) the most recent product cycle has not driven the market share and new user growth we had anticipated, and we believe Apple may find it difficult to hit consensus expectations in the March and June quarters.
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Jim Stack of InvesTech Research shows that investors can produce hefty election-cycle gains without trying to call market tops and bottoms.
The bank's credit culture is consistent throughout the cycle, meaning that it loses market share in boom times and wins business in environments like this one.
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