David Vomund | TalkMarkets | Page 2
President of Vomund Investment Management LLC
Contributor's Links: Vomund Investment Management
Vomund Investment Management, a fee-only Investment Advisor, was founded in 1998 by David Vomund. David has 30-years of investment and portfolio management experience. He was rated the top market timer by Timer Digest for the three-year period 2011-13. He was the featured interview in Stocks & ...more

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Five Good Months
With every week there are signs that the economy is rebounding faster than expected. Perhaps people were merely too pessimistic, overwhelmed by the initial impact of the new virus.
Are Technology Stocks Defensive?
Low volatility ETFs are increasingly popular as the market climbs its wall of worry. But those ETFs have had to change their holdings during the pandemic. Are their new holdings really defensive?
Meaningless Headlines
Technical analysts use mathematics and chart patterns to determine entry and exit points for stocks and the overall market. But math and charts do not make for compelling reading so technicians don’t get a lot of press.
Follow The Money
While the market is currently up 50 percent from its March low there will be more upside as trillions of dollars and euros cranked out by central banks and governments find their way into financial assets.
Healthcare Stocks
On March 24 we listed several attractive stocks, most of which were in the healthcare sector. Why healthcare? Stability. We were (and are) fighting the Coronavirus. Several of the stocks we mentioned are in today’s news.
An Update On Preferred Stocks
After massive selling in March and then a near full recovery, the average investment-grade preferred now yields 5.8 percent and others yield 8 percent or more.
Why Doesn't The Market Care?
On Main Street there are a lot of problems. There is record unemployment, police abuse, discrimination, and looting. Things need to change. At the same time Wall Street keeps rallying. What’s with that?
Here's Why Stocks Are Rallying
The S&P 500 is more than 30 percent above its March 23 low. There are several reasons stocks have rallied.
A Few Words About Risk
In the investment world every asset class but one involves some risks, real or perceived. Sometimes perception is reality. But not this time.
Words To Remember
"Stock prices are a lot more volatile than stock values."
Corporate Bad Behavior
News of good corporate behavior is seldom reported. Bad news sells so I’m piling on with more examples of bad corporate behavior.
First Quarter Review, Preview
It was disheartening to watch stocks fall day after day. That environment ended when the market’s low came over two weeks ago. Now what?
The Times Are Changing
The COVID-19 virus will change behavior. Here are some examples of how our habits will change.
Bargain Hunting
John Templeton said that market bottoms occur “at the moment of maximum pessimism.” It's time for bargain shopping.
Coronavirus Sound And Fury
The word "volatile" doesn't seem quite adequate to describe the stock market and in percentage terms bonds as well. Daily swings of 1,000 points for the Dow are not uncommon. So when will the stock market improve?
The World Is Awash In Debt
The coronavirus is bad, but other viruses (SARS, MERS, Avian, Swine, H1N1, etc.) ran their course and this one will too. Here’s what I’m more worried about.
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