Richard Shaw

Contributor since: 26 Feb 2010

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• SP 500 Current Status and Year-End Projections

  Published 19 October 2009 | viewed 1,175 times

  If you have been following our staged re-risking recommendation, you would have fully reinvested any cash you raised from exiting equities prior to this year,…

• Bond Funds Price Change vs Volatility

  Published 27 September 2009 | viewed 2,557 times

  September 21st, 2009 Stock volatility versus price change gets a lot of financial media attention, but bonds don't get so much. Bonds are an important…

• Options Implied Stock Prices Forward 30 Days

  Published 25 August 2009 | viewed 3,629 times

  August 24th, 2009 Options traders provide one community of opinions worth considering when evaluating short-term prospects for stocks. While they as a group could be…

• Rocky Balboa on Investing

  Published 28 July 2009 | viewed 3,209 times

  Rocky Balboa actually never talked about investing, but while preparing for a fight he said "It ain't how hard you can hit. It's how hard…

• Trolling for High Quality Equity Income

  Published 14 July 2009 | viewed 2,972 times

  Equity income has the potential to grow. Bond income does not. Investors with an income orientation should have at least some level of equity income…

• State Budget Gaps and Investment Implications

  Published 07 July 2009 | viewed 3,899 times

  July 5th, 2009 State budgets are a shambles. Sales taxes, corporate taxes, personal income taxes and other taxes are being raised all over the country.…

• Filtered Equity Income Stock Prospects

  Published 17 June 2009 | viewed 2,404 times

  June 16th, 2009 We are increasingly asked about low risk individual stocks that may be suitable for an equity income allocation within a portfolio. This…

• Quantitative Chart Comparisons: Key Categories

  Published 10 June 2009 | viewed 3,001 times

  This table presents 336 data points that quantitatively compare 12 attributes of the price charts for 28 key asset categories that may be found in…

• SP 500 Trend and Reversal Prospects

  Published 26 May 2009 | viewed 4,653 times

  May 23rd, 2009 Here is the 200-day primary trend line of the S&P 500 showing its prolonged and continued downward movement (bear market condition) along…

• The Insider Selling Question

  Published 05 May 2009 | viewed 3,617 times

  The ratio of share sales to share purchases by US insiders shot way into bear territory at the height of the stock market rally in…

• Chart Trend Comparisons

  Published 28 April 2009 | viewed 4,712 times

  April 27th, 2009 We present three tables comparing the charts of investment funds based on several criteria that some investors may find useful when interpreting…

• 6-Month Correlation Among iShares ETFs

  Published 22 April 2009 | viewed 3,553 times

  Owning multiple funds with close correlations is mostly wasted effort and potentially self-deception. Owning multiple funds with a significant correlation spread can be helpful in…

• Difficult Times for Dividend Investors

  Published 07 April 2009 | viewed 4,189 times

  In theory, equity income investing creates a reasonably steady and growing income stream from stock investments -- a good chance of maintaining real purchasing power…

• SP 500 Trends: 1980 - 2009

  Published 15 March 2009 | viewed 6,141 times

  March 13th, 2009 Since we are in an historic set of economic conditions, and we have experienced an historic recent decline in equity prices, it…

• Plausible SP 500 Downside Target at 500

  Published 21 January 2009 | viewed 7,705 times

  We believe that the S&P 500 declining to the level of 500 is plausible before the current unpleasantness is over. That would put the index…

• The Dividend Dilemma

  Published 15 January 2009 | viewed 3,859 times

  Obama said he will order the Treasury Department to limit dividends paid by commercial banks and investment banks that receive "exceptional assistance" from the government…

• Oil Price Prediction Through Gold

  Published 11 January 2009 | viewed 6,188 times

  If you assume (and that is a uncertain assumption) that gold is fairly priced, and that oil is in search of its fair price, it…

• Are Oil and US Dollar Inverse?

  Published 16 December 2008 | viewed 3,708 times

  Are oil and the US Dollar inverse to each other? No. At least not always. There are numerous articles out about "Dollar Up & Oil…

• The State of State Muni's

  Published 08 December 2008 | viewed 4,061 times

  December 7th, 2008 Several of our clients have come to us this past week with questions and concerns about municipal bond funds. They are concerned…

• Domestic and Global Funds Money Flows

  Published 02 December 2008 | viewed 3,909 times

  Mutual fund money flows, which are a good indicator of overall retail investor market views, have been strongly negative in recent months. Global and international…