Thiel is beginning to agree with a colleague on this thesis: «We're now
in a bull market in politics,» he said.
Jason Hamlin is the founder of Gold Stock Bull and publishes a highly - rated investment newsletter focused on strategies for profiting
in the bull markets in gold, silver, energy, agriculture and emerging technologies.
Now, I know the relationships between deficits and interest rates that are somewhat squishy but that was the case
in a bull market in bonds.
As veteran Dow Theory theorist Richard Russell often points out, in a bear market when most other asset classes are falling, those holding only cash are participating
in a bull market in cash.
In my view,
in this bull market in commodities gold will make all new highs adjust for inflation.
Not exact matches
«
In fact, there are now signs we have entered into the «euphoria» stage of this
bull market.»
On what the
bull market needs to stay alive: «I think you need a catalyst because valuations are at the point now where,
in my opinion, where it's going to be difficult to get sustainable earnings growth without capital spending,» said Trennert.
Erin Enriquez, who manages a Red
Bull account for Terralever, says with Red
Bull the company focused on the client's desire to be perceived as technologically forward
in its online
marketing.
A nine - year
bull market has inspired some retirees to take Social Security benefits early
in order to invest that money
in the
market.
«It's going to be critical for earnings growth to kick
in in order to sustain the
bull market from here and to be able to push stocks higher,» says Sarah Riopelle, vice-president and senior portfolio manager at RBC Global Asset Management.
He shares the consensus view that the 30 - year
bull market in bonds is now spent and recommends buying floating - rate notes issued by corporations that reset their coupon according to
market rates every three or six months.
The weight of the accumulated evidence by no means signals an imminent end to the
Bull, but with the start of the «late innings» investors should be cognizant of the appearance of additional «caution flags» and begin to shift behavior to a more selective
market opportunities orientation,
in our view.
It's why Wilson stressed that although we're seeing a cyclical top for US stocks, we're still
in the middle of a secular
bull market.
After a nine - year
bull run
in stock
markets, many analysts consider British and European companies to be close to peak values, ramping up the risk of over-priced purchases.
The nearly decadelong
bull market in the U.S. is long
in the tooth and there are better gains to be had elsewhere, says one strategist.
«The amount of borrowing to invest increases
in the fourth, fifth or sixth year of a
bull market,» Stevens says.
«While common wisdom has it that higher volatility necessarily signals a discrete end to the [
bull market], it is often the case that higher vol is a natural occurrence
in the «late innings» of extended rallies, particularly when the Fed is raising rates, as was the case
in late 1999 - 2000,» he wrote.
In order to track this, he maintains the BAML
Bull & Bear Indicator, which provides a signal for
market sentiment.
He insists that when the
market is clearly
in the latter stages of a
bull market it better to reduce a position materially and preserve capital.
«If you line up the previous El Niño outlier of 1998 with this March 2016 El Niño (as we might do
in lining up
bull market highs) it gives an idea of when 2 degrees Celsius might first be broached
in a future El Niño effect: just 17 years!»
But if you think that a hiccup
in the GOP's tax overhaul plans could truly derail the
bull market, you might be wrong, Cramer said.
«Our base case (and framework) remains that we are
in a secular
bull market, which started
in March 2009 and will continue beyond 2013.
Comments: «We continue to believe that US equities are
in the midst of a major
bull market that could ultimately rival 1982's
bull market... US corporate profits continue to be the healthiest
in the world.»
In a note sent out to clients on Monday, Major lists five reasons he thinks the bond
bull market remains intact:
Since the start of the
bull market, valuations have been held down by fears of a double dip
in the US, a hard landing
in China, and a meltdown
in Europe.
Jim Cramer pointed out the contradictory action
in oil prices and airline stocks, two related sectors benefiting from the
bull market.
Rather, it turns mildly defensive, betting that any selloff will be just a correction
in a
bull market.
In reality, when investors are paying extremely high prices for each dollar of earnings that equities produce,
market math dictates that future returns will be the reverse of what the
bulls are claiming — extremely low.
According to the
bulls, the influx of smart money could eclipse all the wealth currently invested
in Bitcoin — theoretically more than doubling the
market value
in one fell swoop.
Benjamin Graham states
in The Intelligent Investor: «An elementary requirement for the intelligent investor is an ability to resist the blandishments of salesmen offering new common stock issues during
bull markets.
The findings correlate with an uneven year for business
in 2015, due to stock
market volatility
in the third quarter, which ended a long
bull run
in the wake of weakening global economies and a devaluing of China's currency.
(Repeats to additional subscribers) NEW YORK, April 24 (Reuters)- The U.S. benchmark 10 - year Treasury yield topped 3 percent for the first time
in more than four years on Tuesday, a milestone that reflects the durability of the U.S. economic expansion and stokes the view the three - decade - old
bull market in bonds is numbered.
But as we approach the eighth birthday
in March of the second - longest
bull market in modern times, recency bias can lull us into a false sense of security, especially given the very good returns of the past three or four years.
What to me is remarkable is that all we've done, almost
in this entire
bull market, is bounce back and forth between panic and relief.
Nine years into the U.S.
bull market in stocks, we are still optimistic for the year ahead.
After a five - year bear
market in most metal commodities, miners finally had a
bull run
in 2016, with some stocks» prices more than doubling off their lows.
Which is unheard - of
in an eight - year
bull market.
Now another kind of risk is starting to get attention as concerns mount that the second longest - running
bull market in history may soon end.
Hedge funds» net long exposure never got much above the low fifties [
in percentage terms]
in this entire
bull market.
I compared my vision to the story of Red
Bull in the Shark Tank: While I'm competing with industry giants (they were up against huge companies like Pepsi and Coke), success means that you have opened a new
market (remember when there wasn't a section of energy drinks
in every gas station and grocery store!?!).
LONDON, Jan 31 (Reuters)- Global investors trimmed equity holdings by 1.2 percentage points
in January, concerned that
markets have grown complacent after a thundering
bull run and seeing risks of an inflation wake - up call.
LONDON, Jan 31 - Global investors trimmed equity holdings by 1.2 percentage points
in January, concerned that
markets have grown complacent after a thundering
bull run and seeing risks of an inflation wake - up call.
We are currently
in one of the biggest
bull markets ever, all with political stability.
The only way to tell whether momentum has peaked for a
bull market is
in retrospect, once momentum wanes and ultimately the
bull's run ends.
Over the next decade, investors should learn to say «
bull market»
in a few languages other than English.
With one of the longest
bull markets in history going strong, Leuthold's Ramsey shared his view that it has more room to run with CNBC PRO.
With an aging
bull market in the U.S. nearing the end of its seventh year at press time, it's difficult to find safety
in cheap stocks; even formerly stodgy dividend payers now trade at dangerously expensive valuations.
First, we are
in the midst of one of the longest
bull markets ever.
Not only is this
bull market long
in the tooth, but valuations are also
in nosebleed territory.
At the sixth anniversary of the
bull market in March, the Standard and Poor's 500 index had more than tripled
in value.