Chris Ciovacco

Contributor since: 26 Feb 2010

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• Breadth, "Accounting Problems", and Gold

  Published 10 February 2009 | viewed 3,325 times

  As outlined in an October 20, 2008 article Stocks Will Bottom Well Before Economy, we should not expect the stock market to wait for the…

• "Bad Bank" Does Not Trump "Bad" Market

  Published 28 January 2009 | viewed 3,722 times

  A "bad bank" does have some positive elements and in the long run could help both the economy and the financial markets. This morning's futures…

• Market Leaders Hesitate On Stimulus Plan

  Published 26 January 2009 | viewed 2,742 times

  Proposed Economic Stimulus Plan May Not Stimulate Much The new administration is proposing an $825 billion "stimulus" plan. Most of the package is geared toward…

• 2009-2010: Asset Price Drivers

  Published 16 January 2009 | viewed 4,378 times

  In a January 7, 2009 article, 2009: Major Post Asset Deflation Themes, we outlined the major investment themes for 2009. This article will expand on…

• 2009: Major Post Asset Deflation Themes

  Published 07 January 2009 | viewed 4,102 times

  Our 2009 screening and ranking process included literally thousands of investment options. In addition to our standard watch list of roughly 200 investment alternatives, we…

• Fundamentals, Valuations, and Technical Trends

  Published 09 December 2008 | viewed 4,483 times

  "When the facts change, I change my mind." ~ John Maynard Keynes Long-Term Technicals Continue to Outweigh Valuations During bear markets investors have to weigh…

• 2002 Stock Lows May Not Hold

  Published 20 November 2008 | viewed 5,070 times

  "Your plan should foresee and provide for a next step in case of success or failure." - B.H. Liddell Hart (1895-1970) Losses Highlight Need For…

• Where Valuations and Technical Support Intersect

  Published 13 November 2008 | viewed 3,930 times

  "Where observation is concerned, chance favors only the prepared mind." Louis Pasteur (1822-1895) The basic fundamental value in buying a stock or a business is…

• Transitions From Bear Markets To Bull Markets

  Published 04 November 2008 | viewed 7,406 times

  "From the tulip bulb craze in the 1630s to the dot-com bubble in the late 1990s, human beings continue to make the same mistakes over…

• Stocks Will Bottom Well Before Economy

  Published 20 October 2008 | viewed 4,919 times

  Investing is really about risk management. When the odds are favorable, you expose some of your capital to the risk of loss in search of…

• Stocks, Gold, and The Dollar

  Published 09 October 2008 | viewed 3,673 times

  In a July 24, 2008 article, Commodity Breakdowns Warrant Defensive Action, I wrote the following based on the ugly look of the chart of financial…

• Investing Now: The Big Picture

  Published 02 October 2008 | viewed 5,714 times

  While sitting on large cash positions, it is prudent to take some time to examine the big picture. Markets all over the world and the…

• Conditions Ripe For Possible Stock Rally

  Published 18 September 2008 | viewed 4,525 times

  "The great secret of success in life is for a man to be ready when his opportunity comes." - Benjamin Disraeli In a difficult time…

• Fear and Uncertainty Remain After AIG Bailout

  Published 17 September 2008 | viewed 4,693 times

  "The U.S. government seized control of American International Group Inc. -- one of the world's biggest insurers -- in an $85 billion deal that signaled…

• Welcome To The Mortgage Business

  Published 07 September 2008 | viewed 5,265 times

  NOTE: This first portion of this article was written after Sunday's detailed Fed announcement. The text below is taken directly from the government's announcement. The…

• Today's Stock Rally Changes Little

  Published 28 August 2008 | viewed 4,300 times

  While Thursday's gains in stocks appear to be impressive, they do little in terms of making an impact on longer-term trends. We do not need…

• The Dollar Has Been Allowed To Appreciate

  Published 18 August 2008 | viewed 2,822 times

  Mohamed El-Erian is the former highly successful manager of the Harvard endowment and current head of PIMCO. In an August 15, 2008 Bloomberg interview, he…

• Risk Management In Trending Markets

  Published 25 July 2008 | viewed 1,862 times

  Long-Term Investors Need Trends to Make Money Most of us would prefer to be investors instead of traders. Investors, with an intermediate to long-term time…

• New FDIC Rules of Concern for Large Depositors

  Published 18 July 2008 | viewed 3,347 times

  Buried on page C3 of today's Wall Street Journal (WSJ) is a story "FDIC Issues New Deposit Rules for Big Banks". While little information is…

• A Sad Day for U.S. Taxpayers and Investors

  Published 14 July 2008 | viewed 3,897 times

  "Treasury Secretary Hank Paulson swatted back reports of government nationalization of Fannie and Freddie, which would mean making explicit what, has long been an implicit…