Expect continued slow growth and sluggish stock market through third quarter of 2014

–  Best to have modest expectations for stocks (3 minute video)

–  Expectations for faster GDP growth on shaky ground (3 minute video)

–  This is the stock market everyone loves to hate (3 minute video)

–  Still waiting for bonds to rise and stocks to sell off (3 minute video)

–  Rate rise still looking a long way off (2 minute video)

–  Wage acceleration means inflation is taking off (3 minute video)

Volatile market ahead will present many buying opportunities in 2014 for long term investors

–  Market looks reasonably good at this point (3 minute video)

–  Better economic numbers will push S&P toward 2000 (4 minute video)

–  Aging capital stock slowly accelerating capex spending (3 minute video)

–  Secular stagnation may keep rates low for years (4 minute video)

–  Probably not wise to sell this May and go away (3 minute video)

Fed money printing and improving economy will support stock gains through mid-year but second half looking risky

–  Look for new highs and second half sell off (3 minute video)

–  Financial assets will deflate when Fed stops printing (2 minute video)

–  Fed will have trouble stopping QE anytime soon (3 minute video)

–  Wage increases likely to trigger rate hike in early 2015 (4 minute video)

–  Look for first Fed rate hike in February 2015 (2minute video)

–  Nothing supporting 3% GDP growth at this point (2 minute video)

–  European deflation calls for monetary easing now (2 minute video)

–  Japanese tax increase likely to cause recession (3 minute video)

–  China massive stimulus spending unlikely (2 minute video)

–  Limited supply driving housing prices today (2 minute video)

Look for high single digit stock market gains in 2014 amid increasing volatility

–  Energy, healthcare and financials have good outlook (2 minute video)

–  US energy revolution will supercharge economy (3 minute video)

–  Equities to continue in multi-decade uptrend (3 minute video)

–  Bonds bad today but S&P 500 index good for long term (2 minute video)

–  Housing sales up in 2014 but likely to weaken in 2015 (4 minute video)

Market mini-panic presenting many buying opportunities for the longer run

–  Good numbers in US will overcome emerging markets pain (4 minute video)

–  Forward earnings guidance starting to cause market jitters (2 minute video)

–  US stocks to produce total return of around 8% in 2015 (2 minute video)

–  China’s banking system is a growing concern (3 minute video)

–  Stronger commodity pricing in the pipeline (3 minute video)

Non-stop Fed pumping should drive stocks higher through early 2014

–  Free money driving stocks prices into a bubble (3 minute video)

–  Best time ever for stock investors (4 minute video)

–  Stocks fairly valued but headed to overvaluation (3 minute video)

–  Stock market risk has increased significantly over last year (3 minute video)

–  Look for financials, tech and utilities to do well in 2014 (4 minute video)

–  Money printing will not work for stocks longer term (5 minute video)

–  Concern rising Fed can’t maintain low rates past mid-year (5 minute video)

–  Record stock rally can not continue too much longer (3 minute video)

Stocks looking extended so it’s a good time for defensive investing

–  Hard to find value in US equity market (3 minute video)

–  Stocks down in short term but outlook favorable longer term(3 minute video)

–  After three decades, bonds entering a bear market (4 minute video)

–  Investors should be edging into emerging markets(4 minute video)

–  Sluggish close to year with acceleration into 2014 (5 minute video)

–  Real time data says economy is slowing (7 minute video)

With stocks at highs and earnings slowing, time to trim winners and take some profits

–  Many red flags flying for US stocks (2 minute video)

–  Investors should be cautious of Fed’s undercurrent (4 minutes)

–  Building dry powder is sound move for small investor (4 minute video)

–  Europe and Japan worthy of investor consideration (4 minute video)

–  UK economy is sound and roaring ahead (3 minute video)


US stock market likely entering very difficult two month stretch

–  Tough sledding for next few months (4 minute video)

–  Leading bull now very cautious on stocks (5 minute video)

–  Fed tapering means higher rates and likely recession (6 minute video)

–  Look for a choppy back and fill stock market (6 minutes)

– US economy stuck in neutral for next few years (4 minute video)

Stocks and bonds stumbling into a turbulent fall

–  Worrying about the second half (5 minute video)

–  The great myths for stocks going higher (5 minute video)

–  Warning – earnings growth negative last quarter (6 minute video)

–  Believing in the growth fairy (6 minute video)

–  Market poised to close down sharply (5 minute video)

–  Bumpy ride immediately ahead for stocks(4 minute video)

–  Look for market to stall over next few months (4 minute video)