Special Reports
Special Report: 10 picks for the coming 19% to 44% emerging markets bounce–plus BONUS ETF PORTFOLIO allocations
Part 1: Getting ready for an emerging markets bounce All the portents (You know, sightings of white seabirds on the left as the king rides to the hunt, the witches of Endor issuing a "buy"call, strange voices in the darkest night near the swamps of the dead behind...
Special Report Update: 10 Best Stocks in 10 Sectors (Finally all 10 picks)
Sorry getting all 10 picks up took so long. But this Special Report is finally done. I've been arguing for months--and in two previous Special Reports that you can find on the JubakAM.com home page, "How to Invest in a Late Cycle Market" and "5 Place to Hide in this...
Special Report: 5 Places to Hide from a Downturn–and Still Make Some Money
If you were to ask me today to characterize the U.S. stock market, I'd ask "Over what time period?" It matters and it matters intensely. In the long-ish run--say over the next two to three years--I think we're headed toward a credit crunch and a Minsky Moment where...
Special Report on Investing in a Late Cycle Market Part 2: Sell offs in Late Cycle Markets are contagious, very contagious
The big reason to distinguish the business cycle from the credit cycle–as I did in Part 1 of this Special Report “Investing in a Late Cycle Market: Late Cycle Markets are crazy–Part 1, The problem”–is that the disruption caused by late credit cycle markets is way more contagious globally than the disruption created by late business cycle markets.
Special Report on Investing in a Late Cycle Market: Late Cycle Markets are crazy–Part 1, The problem
If you don’t know the characteristics of Late Cycle Markets, you’re trading and investing now with blinders on.
At the least you should know to expect a big pickup in volatility. Trends last less time and big moves shift rapidly from one sector of the financial market to another. Frankly, I don’t think there’s a more important job in front of you as an investor than trying to understand what a Late Cycle Market is and what to do when you find yourself in one. At the least understanding a Late Cycle Market will point you to decisions on how to position your portfolio and how much risk it is reasonable to take on (and when.)
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