Posts Tagged ‘ europe crisis ’

Snap, Crackle and Pop; Uninterrupted 18-month Bull Market!

March 25, 2014
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Snap, Crackle and Pop; Uninterrupted 18-month Bull Market!

Over the past 18-months, the S&P 500 surged 43%, without more than a 6% drawdown. That dear reader is a Bull market. This post is somewhat backward looking based on the writing hiatus at CF. The forward plan is for content at regular interviews from here. Where we stood: Entering June 2012, the market stood at approximately 1,300 (S&P 500). Concerns: Europe redux EM collapse Fed policy “the boat was already missed” Since June 2012, the market powered ahead, in retrospect, making all of the above concerns appear overblown relative to the investment opportunities at this time. At a minimum, the above concerns were dramatically ill-timed. CF’s outlook for 2012 was bullish but not enough so.  In the 2012 themes post: Crackerjack 2012 predictions: No recession <check> Valuation matters and...

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