Category: THE MARKET MESSAGE

Is There A Time Bomb Ticking In Your Portfolio?

It’s during late-stage bull markets for growth assets, such as now, that investors can be tempted to make bad choices that they come to regret dearly. One such notion is the focus on a single area, creating a “time bomb” of sorts that will eventually create great damage. This week, we help you identify if

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“Sell in May?” Say “No Way!”

There’s an old adage on Wall Street: “Sell in May, and go away.” It’s based on the idea that the worst months historically have been the summer months into early Autumn.  “Sell in May…” is based on the idea that you liquidate stocks every year on May 31, and buy them back November 1. Having

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Boo!

Halloween came early on Wall Street, with investors scared out of their wits a couple weeks ago. And for what? It’s a reminder that the fearful get eaten up and spit out in the investment world. If you get spooked that easily, maybe this is the year you turn your lights off and hide from

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How Much Fear Is Out There?

There is a fascinating development in the Bond Market that speaks volumes about today’s stock investor. See the stunning information in this “graphic” description of how today compares to past sell-offs – in emotional terms.

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Are We Entering Another Bear Market?

The two questions on everyone’s mind are: “Is this the beginning of a Bear Market?,” and, “If so, what should we do with our investments?.”   This week, Bill Valentine answers both questions.

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Why Would Bill Gross Go To Janus?

Bill Gross, the most ubiquitous of the big bond guys, left his mothership, PIMCO, to go to work for a competitor in one of the most puzzling career moves ever.  Let’s look at why it makes no sense.

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There’s a HUGE Bubble Right Now! Look Out!

Bubble-spotting is a hobby at Valentine Ventures, and this week, we want to point out one that is massive in dollar terms, wide in scope, and that has ramifications for an entire generation.

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Asset Class Update Part Eight: Bonds

We wrap up our Asset Class Update series this week, looking at bonds and fixed income from several different angles and discussing how the asset class fits within the current investment portfolio strategy at Valentine Ventures.

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Asset Class Update Part Seven: Foreign Currencies

The Asset Class Update continues this week, as Bill looks at Foreign Currencies from several different angles and discusses how the asset class fits within the current investment portfolio strategy at Valentine Ventures.

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Asset Class Update Part Six: REITs

The Asset Class Update series continues this week as Bill Valentine looks at Real Estate Investment Trusts (REITs) from several different angles, and discusses how the asset class fits within the current investment portfolio strategy at Valentine Ventures.

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