Sunday, March 3, 2013

Market timing doesn't work

Buy the market when stocks are cheap, sell when they're expensive, and make a killing � right? Not so fast.

� What 'cheap' closed-end funds can teach you about Apple (AAPL) stock. And Aswath Damodoran on David Einhorn's Apple plan: "There will be NO value created ... none."

� Diversification (in asset classes) vs. "differsification" (for economic scenarios).

� Robert Schiller is no fan of homes as investments.

� Is Facebook FB : destined for mediocrity?

� About that �Great Rotation� from cash/bonds to equities � it depends if you want to see it.

� A look at 3 �inflation-fighter� ETFs.

� Credit Suisse's annual global investment returns yearbook is out (.pdf) � and it's a must read.

� Phil Pearlman chats with Jim Rogers.

� Two-word investment outlooks, by investor types.

This commentary does not constitute individualized investment advice. The opinions offered herein are not personalized recommendations to buy, sell or hold securities.

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