Hulbert: It’s Time to Sell

Constantly reacting to news headlines, writes Mark Hulbert in MarketWatch, will not only prevent an investor from beating the market, it can also precipitate “attacks of doom and gloom.” He reminds readers how the crash of China’s stock market in 2015 led to “panic selling in the U.S. equity market. In one five-minute window late […]

Is There a Red Flag in Front of this Bull?

This May marks the one-year anniversary of the record high in U.S. stocks, but don’t break out the champagne just yet. This milestone is sparking some concern as to whether the other shoe is about to drop, and the jitters are based on more than just a hunch. There’s been only one bull market since 1900 that has experienced a correction […]

Best Performing Dividend Model Over 25 Years Shows Market Possibly Moderately Undervalued

In the continued debate around the valuation of equities, one dividend model, as developed by  Investment Quality Trends, indicates that stocks are still moderately undervalued, writes Mark Hulbert for Barrons. Investment Quality Trends dividend strategy looks for companies that are likely to be able to sustain their dividend, as a result of their strong financial […]

Hulbert on Market-Timing Sentiment and a Contrarian View

In his MarketWatch column, Mark Hulbert discusses the relationship of market timers and contrarians when it comes to sentiment and market performance. Noting that it is possible “short-term market timers will be right,” Hulbert observes that “more often than not in the past, the market timing community has gotten it wrong – especially when they’ve […]

A Lesson from the Modesty of Warren Buffett’s Recent Returns

Mark Hulbert at MarketWatch highlights Warren Buffet’s annual letter (the link includes a short video summary), but mainly emphasizes one crucial point that he suggests is a broadly important lesson for investors to keep in mind: how modest Buffet’s returns have been recently. Berkshire’s one-year growth was just 6.4% and Buffet’s 15-year annualized return is […]

Top Market Timers Are Bullish

Mark Hulbert reports at Market Watch that, based on his survey, “the stock market timers with the best records are bullish, on balance, while those with the worst records are bearish.” He notes that this remains true when periods ranging from 12-months to 20-years are used to assess performance. Further, “since the stock market over […]

Margin Debt as Indicator: Bearish Signals Writes Hulbert

In his MarketWatch column, Mark Hulbert highlights the use of margin debt as a market indicator. Margin debt is the total amount investors borrow to purchase stocks. As Hulbert notes, research by Norman Fosback, former president of the Institute for Econometric Research, concludes that “a good long-term indicator can be created by comparing total margin […]

We May Be More Than Half through A Bear Market

Mark Hulbert writes in MarkWatch: “not infrequently, a bear-market declaration often amounts to little more than closing the barn door after the horses have left.” A bear market is typically defined by a 20% or greater decline in stock prices. In the last U.S. bear market (2011), for example, “the early-October day when the S&P […]

Dow Transports Index Has “Bearish Implications”

Weakness in the Dow Jones Transportation Average, which is the oldest stock market index, has “bearish implications,” according to Mark Hulbert of MarketWatch. A recent U.S. Department of Transportation report concluded that, over the past three decades, the index “led slowdowns in the economy by an average of four to five months.” Hulbert also cites […]

MarketWatch’s Hulbert: Now Could Be the Time for Small-Caps

Mark Hulbert writes in MarketWatch that “all of [the small-cap] sector’s much-vaulted historical relative strength has come at the end of December and early January,” as reflected in the monthly average outperformance of small-caps vs. large-caps 1926-2015. According to Dartmouth professor Ken French, small-caps usually hit a low around December 20, followed by the highest […]

A Sound Way to Protect Your Assets From a Bear

Mark Hulbert, writing for the Wall Street Journal, explored what asset classes performed the best during a bear market. He found that, “Almost every stock-market sector has suffered in each of the bear markets of the past 90 years. This is the case even for categories that are widely believed to provide downside protection, such […]

Two Investors with Over 120 Years of Combined Experience are Bullish

Mark Hulbert of MarketWatch tapped two long term market veterans – Sam Eisenstadt, former research director at Value Line and Norman Fosback, former president of the Institute for Econometric Research – for their thoughts and insights on today’s market. The two, who combined have over twelve decades of stock market investing experience, both believe investors […]