The 2 Most Dangerous Months - SPDR S&P 500 Trust ETF (NYSEARCA:SPY) | Seeking Alpha

The 2 Most Dangerous Months - SPDR S&P 500 Trust ETF (NYSEARCA:SPY) | Seeking Alpha



This is an excellent article about why August and September are the worst months of the year to be in the stock market.  As Lance Roberts noted, we will soon know whether or not the market new highs were just a false head fake.  Lance also backed up his ideas with several great charts.



I agree with Lance 100% on his 35% allocation to bonds.  Since you never know what stocks will do, you will almost always make a little money on bonds.  In fact, my personal portfolio is around 50% allocated to bonds and preferred stocks.  So, I will be making money even if we have a bad downturn.

Oil Price Is Falling - Where To Invest - The United States Oil ETF, LP (NYSEARCA:USO) | Seeking Alpha

Oil Price Is Falling - Where To Invest - The United States Oil ETF, LP (NYSEARCA:USO) | Seeking Alpha



Here is an outstanding article on the state of the oil industry and alternative energy.  Now is not the time to be bullish on oil since prices will likely stay low or go even lower.  Likewise, there is little incentive for alternative energy while the price of oil is so low.

US Treasuries: It's The Surpluses, Stupid! - iShares 20+ Year Treasury Bond ETF (NYSEARCA:TLT) | Seeking Alpha

US Treasuries: It's The Surpluses, Stupid! - iShares 20+ Year Treasury Bond ETF (NYSEARCA:TLT) | Seeking Alpha



This is a great article about why long term bonds are still in a bull market.  As the author mentioned, people think bonds are in a bubble just like stocks, but they will not be going down anytime soon.  Foreigners prefer the security of U.S. bonds, and the interest being paid is greater than other bonds from negative interest and lower interest countries.



Secondly, even while the stock market has made new highs, stocks will eventually come down, and bonds will go up when this happens because investors will rush for the most secure place for their money.  I own BLV and TMF as long term bond funds, and I am making money.  So, don't let anyone talk you out of owning bonds.

#1 Rated Backlink Indexing Service | Index Backlinks to Boost Rankings

#1 Rated Backlink Indexing Service | Index Backlinks to Boost Rankings



Here is an excellent website if you are serious about growing your presence on the internet.  Having your website appear on Google's first search page is a very big deal.  In my own searches on the web, I know that I rarely go past the first page in looking for something.  So, this is your chance to get your website well known.

Cramer's warning: How the market's hot streak will end

Cramer's warning: How the market's hot streak will end



Jim Cramer has advised people in this article to take some profits just in case the stock market falls from its new highs since the market cannot go up forever.  He also said that the market could consolidate for a while and work off the overbought conditions.  I agree with Jim on his conclusions and advice.  We must be very cautious and ready for anything at a stock market top.

Twitter's Best Idea In Years - Twitter, Inc. (NYSE:TWTR) | Seeking Alpha

Twitter's Best Idea In Years - Twitter, Inc. (NYSE:TWTR) | Seeking Alpha



This is an outstanding article on Twitter.  I own shares of the company and I am buying more on Monday.  The breaking news stories and streaming live sports events will help Twitter increase its customer base and revenues.  TWTR and TSLA are two companies that I own that will thrive in a flat stock market.

5 Reasons To Doubt Friday's Rally - SPDR S&P 500 Trust ETF (NYSEARCA:SPY) | Seeking Alpha

5 Reasons To Doubt Friday's Rally - SPDR S&P 500 Trust ETF (NYSEARCA:SPY) | Seeking Alpha



Eric Parnell has written a great article about how the good jobs report does not mean everything is well with the stock market.  The rest of the world is not doing that well, and sooner or later it will be reflected in the U.S. stock market.  So, we need to be very selective in stock buying since the party probably will not last, and we need to set stops just in case the market suddenly turns downward.

When The Bond And Stock Markets Disagree - PowerShares 1-30 Laddered Treasury Portfolio ETF (NYSEARCA:PLW) | Seeking Alpha

When The Bond And Stock Markets Disagree - PowerShares 1-30 Laddered Treasury Portfolio ETF (NYSEARCA:PLW) | Seeking Alpha



Here is an outstanding article of what to think about when stocks and bonds disagree.  Many believe the stock market is at a top, and they are buying bonds for safety.  I lean in this direction, but as long as interest rates are low the stock market can go higher.  When the ten-year bond interest gets near 4%, we will be at the doorstep of a bear market because businesses will have to pay too much to borrow money for operations.  We are not even close to that situation yet.



The author presented some excellent charts about the yield curve flattening which leads to a bear market, though.  He compared the 10-year yield to the 2-year bond yield and proved that recessions occur when the yield curve is near 0.  Another point which was made by the author is that foreign investors and loading up on long-term U.S. treasury bonds because it is money safety and many foreign countries offer lower yields on bonds.  So, the bottom line is that we need to be defensive on stocks and keep a constant eye out for danger signs.