Newsletter Collection Update
As we strive to provide useful and comprehensive information to our readers, we have received several requests for a periodic review/categorizing our newsletters. It looks like it is a good time to add/change our newsletter collections. Please remember you can always find this link on our articles page (pull down menu from Newsletters tab).
We do not list newsletters that are merely timely market commentaries in the collection. But they are useful by themselves:
Recent Market Reviews
- April 28, 2014: Now The Economy Backs To The ‘Old Normal’, Should Our Investments Too?
- April 14, 2014: Momentum Stocks Crashed, How About Momentum Tactical Allocation?
- March 10, 2014: Where Are We Now In Valuation And Momentum Phases?
A brief summary on market valuations: stock markets have become even more over valued by historical standard since the publishing of those newsletters. Our opinion is to maintain a small core strategic portfolio and a larger tactical portfolio (or portfolios) to better protect capital in such an environment. Contrary to the current calm markets, we nevertheless are becoming more cautious. We also would like to remind our readers of the newsletter October 28, 2013: What Can We Learn From The 1987 Stock Market Crash?. In the newsletter, we stated that:
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