disciplinedinvesting.blogspot.com
The Blog of HORAN Capital Advisors: Rising Interest Rates Can Be Good For Stocks
http://disciplinedinvesting.blogspot.com/2014/01/rising-interest-rates-can-be-good-for.html
The Blog of HORAN Capital Advisors. A Disciplined Approach to Investing. Monday, January 20, 2014. Rising Interest Rates Can Be Good For Stocks. In December the Federal Reserve indicated they would begin reducing their bond buying (taper) at the rate of $10 billion per month starting in January. From The Blog of HORAN Capital Advisors. The table below is provided courtesy of T. Rowe Price and from their Winter newsletter. The table details equity performance during periods of rising rates going b...One r...
disciplinedinvesting.blogspot.com
The Blog of HORAN Capital Advisors: The Risk In Chasing Performance
http://disciplinedinvesting.blogspot.com/2015/08/the-risk-in-chasing-performance.html
The Blog of HORAN Capital Advisors. A Disciplined Approach to Investing. Tuesday, August 04, 2015. The Risk In Chasing Performance. One of the blogs I read on a regular basis is Ben Carlson's A Wealth of Common Sense. Ben's articles are written with a style that employs one of Albert Einstein's quotes, "If you can’t explain it to a six year old, you don’t understand it yourself." His latest article, Avoiding Process Drift. From The Blog of HORAN Capital Advisors. Ben Carlson's article concludes that chas...
disciplinedinvesting.blogspot.com
The Blog of HORAN Capital Advisors: Pursuing Low Quality Equities Has Been A Winning Strategy
http://disciplinedinvesting.blogspot.com/2015/08/pursuing-low-quality-equities-has-been.html
The Blog of HORAN Capital Advisors. A Disciplined Approach to Investing. Sunday, August 02, 2015. Pursuing Low Quality Equities Has Been A Winning Strategy. Since October 2011 and a low VIX level. From The Blog of HORAN Capital Advisors. From The Blog of HORAN Capital Advisors. From The Blog of HORAN Capital Advisors. The lack of strength in some of the cyclical sectors (materials and industrials) is partially attributable to the slow growth economy in the U.S., the strong dollar and weakness in ...This ...
disciplinedinvesting.blogspot.com
The Blog of HORAN Capital Advisors: Neutral Sentiment Investors Are More Bearish Than Bullish this Week
http://disciplinedinvesting.blogspot.com/2015/07/neutral-sentiment-investors-are-more.html
The Blog of HORAN Capital Advisors. A Disciplined Approach to Investing. Thursday, July 23, 2015. Neutral Sentiment Investors Are More Bearish Than Bullish this Week. As the below chart shows, bullish sentiments remains at a relatively low level, near 1 standard deviation below its long run average. Additionally, the second chart below shows the 8-period moving average of the bullish sentiment reading and it remains near its lowest level since the end of the financial crisis six years ago.
disciplinedinvesting.blogspot.com
The Blog of HORAN Capital Advisors: Equity Risk Premium In A Rising Interest Rate Environment
http://disciplinedinvesting.blogspot.com/2015/07/equity-risk-premium-in-rising-interest.html
The Blog of HORAN Capital Advisors. A Disciplined Approach to Investing. Monday, July 27, 2015. Equity Risk Premium In A Rising Interest Rate Environment. From The Blog of HORAN Capital Advisors. Because the Fed in the U.S. and central banks around the globe have pushed interest rates down to artificially low levels, this has caused investors' required absolute return on stocks to decline. From The Blog of HORAN Capital Advisors. On the various methods utilized in calculating the ERP. David Templeton, CFA.
disciplinedinvesting.blogspot.com
The Blog of HORAN Capital Advisors: Market Correcting Over Time By Trading Sideways Versus Steep Price Drop
http://disciplinedinvesting.blogspot.com/2015/07/market-correcting-over-time-by-trading.html
The Blog of HORAN Capital Advisors. A Disciplined Approach to Investing. Friday, July 24, 2015. Market Correcting Over Time By Trading Sideways Versus Steep Price Drop. From The Blog of HORAN Capital Advisors. A closer view of the market, as provided by Charles Kirk of the The Kirk Report. Shows there are three additional gaps the market may attempt to fill that will take the index level to the lower end of this trading range. His commentary included with his technical analysis notes,. Mark Bennett, CFA.
disciplinedinvesting.blogspot.com
The Blog of HORAN Capital Advisors: Weak Market Breadth But Equity Valuations Not Extended
http://disciplinedinvesting.blogspot.com/2015/07/weak-market-breadth-but-equity.html
The Blog of HORAN Capital Advisors. A Disciplined Approach to Investing. Monday, July 20, 2015. Weak Market Breadth But Equity Valuations Not Extended. From The Blog of HORAN Capital Advisors. From The Blog of HORAN Capital Advisors. The first chart compares the S&P GICS Technology Sector to the forward P/E for the 67 companies that currently make up the sector. As can be seen from the chart, valuations are no where near the sector valuation reach prior to the tech bubble bursting in 2000. In 200...Anoth...
disciplinedinvesting.blogspot.com
The Blog of HORAN Capital Advisors: Negative Investor Sentiment Abounds
http://disciplinedinvesting.blogspot.com/2015/08/negative-investor-sentiment-abounds.html
The Blog of HORAN Capital Advisors. A Disciplined Approach to Investing. Thursday, August 06, 2015. Negative Investor Sentiment Abounds. The S&P 500 Index is down 2.2% from its late May high, up 1.2% year to date, and yet, up 9.1% over the last year and investors are becoming more concerned about an imminent correction in the stock market. The concern is certainly understandable given the fact the market is nearing four years since the last 10 % correction. From The Blog of HORAN Capital Advisors. With a...
disciplinedinvesting.blogspot.com
The Blog of HORAN Capital Advisors: Incurring Investment Risk Near A Market Correction
http://disciplinedinvesting.blogspot.com/2015/05/incurring-investment-risk-near-market.html
The Blog of HORAN Capital Advisors. A Disciplined Approach to Investing. Monday, May 25, 2015. Incurring Investment Risk Near A Market Correction. It is not surprising investors are a little on edge. From Blog of HORAN Capital Advisors 5 2015. I believe Ben Carson, who writes commentary at A Wealth of Common Sense, addressed the correction thinking well in a recent post, To Win You have to be Willing to Lose. Those who spend all their time obsessing over the next 5-10% correction and when it will happen.
disciplinedinvesting.blogspot.com
The Blog of HORAN Capital Advisors: Is This The Beginning Of A Larger Equity Market Correction?
http://disciplinedinvesting.blogspot.com/2015/04/is-this-beginning-of-larger-equity.html
The Blog of HORAN Capital Advisors. A Disciplined Approach to Investing. Sunday, April 19, 2015. Is This The Beginning Of A Larger Equity Market Correction? Awaiting the 10% equity market correction seems to be on the minds of a number of strategists as soon as the market begins a turn lower. The last correction of greater than 10% occurred in 2011 when the S&P 500 Index declined nearly 20% between July and October 2011. From The Blog of HORAN Capital Advisors. This index is at a level that historically ...
