2007-09 Financial Crisis

Prior to the Housing Bubble Burst and the 2007-09 Financial Crisis…

Preserving one’s portfolio (and profits) through a severe bear market like 2007-09 in which the market can lose 50% or more can make the difference between a comfortable retirement or financial disaster.

Newsletter editor gets defensive

InvesTech says that “Bull markets don’t die of old age, they die from deterioration and economic imbalances, and we are seeing economic imbalances now.” Read the MarketWatch Article

MarketWatch – Sept. 6, 2007

Surviving in a Hostile Market

The wild card today, according to Stack, is the bursting of the housing bubble, which developed more as a result of leveraged mortgage products than from overpriced houses. It’s only a matter of time, he says, until the housing debacle and credit crisis adversely impact the overall economy, increasing the likelihood of a recession.

George Brooks – Nov. 2007

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F.D., Baldwinsville, NY

You have made us a lot of money, but you have saved us even more.

You have the discipline of a seasoned technician, but you also have the insight of a brilliant theoretician. That is avery rare combination. You have made us a lot of money, but you have saved us even more.

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Fundamental Insights.

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K. L., Saint Paul, MN


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Bear Market Warning Flags

July 27, 2007 – Since our last issue, the DJIA has hit nine new record-closing highs. Yet, at the same time, two of our primary indicators have turned bearish…