May 2012 – Page 9 – Smarter Investing

The dollar index is at a crossroads and may say something about the next big market move.

The dollar index may hold the key for stocks

We reserve spots in the portfolio for high-quality companies that no quant model will ever find.

The only saving grace we have is that we cut losses quickly, so we live to trade and invest another day.

Recent news that Spain is back in a recession has caused some concern among global investors.

The agency also reported good earnings on May 2 that showed the success of its strategy.

Iconix has grown its revenues from $30 million to almost $400 million over the last 5 years.

I plan to maintain my current asset allocation strategy.

The model remains positioned to benefit from reduced market volatility ahead.

The most bullish market factor is still the upward trend in earnings estimates for the S&P 500 in 2012.

The 1340 area is the first of two important support areas, as bullish activity in the stock market wanes.

CNBC's Becky Quick always seems to get the best interviews with Berkshire Hathaway's lead men.

This is the sort of bullish consensus I like to see; the Big Money is optimistic without being euphoric.