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2016 investor fund flows nothing like excessively-optimistic 2007

Chris Ciovacco
0 Comments| August 22, 2016

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“You Can’t Lose Money On Tech Stocks”

If you have been involved with the markets for the last twenty years, you may recall hearing excessively-optimistic statements such as “you cannot lose money on internet stocks” in the late 1990s. Unfortunately, the excessive optimism was followed by painful losses in technology stocks.

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“Housing Has Changed The Markets”

Between 2004 and 2007, the excessive optimism was based on the theory that ever-increasing home values would allow for endless borrowing to fuel spending and investment.

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Flight To Safety As Markets Break Out

As outlined in detail on July 25,August 1, and August 3, the recent breakouts from long-term consolidation patterns by the three major U.S. stock indexes are typically very bullish signs. From afar, it may seem like investors are once again in excessive-optimism territory. However, given actions speak louder than words, if anything, investors may be excessively pessimistic in 2016. As shown via the @ukarlewitz tweet and Wall Street Journal graphic below, instead of piling into optimistic and growth-oriented stocks, investors have been piling into conservative and defensive-oriented bonds.

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What Do The Facts Say About The Prospects For Stocks?

This week’s video examines a rare bullish occurrence that historically has marked a good time to add to equity holdings, rather than reduce them. The video is based on objective data, allowing for a rational assessment of present day odds of good things happening vs. the odds of bad things happening. The results, from a probability perspective, do not support an overly defensive portfolio allocation looking out several months, or in many cases several years.

After you click play, use the button in the lower-right corner of the video player to view in full-screen mode. Hit Esc to exit full-screen mode.

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Investment Implications - The Weight Of The Evidence

The term odds implies uncertainty. Therefore, we are always open to a shift in the weight of the evidence. Right now, the longer-term weight of the evidence remains favorable for risk-on stocks.





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