Monday, April 16, 2012

Market Commentary for the week of April 16, 2012

Your choice.
Investors often confuse profitability with competition, overlooking the fact that you can manipulate profits, but it’s harder to concoct demands for one’s better mousetrap where none currently exists.

Thus the markets were dealt a dose of reality last week by focusing upon inflated valuations with unsustainable “profit” margins, simply reflecting better year-over-year accounting statistics, not real growth in top-line demand.

Even if a company experienced technology efficiencies, one must consider the social impact of its products and practices to consider how, and who, their impact most affects within the landscape in which they operate.

Everyone admires the bottom line.  Sometimes, however, suspicions arise about the organic mechanism by which “the black” is created.  In riskier markets, for example, it is often times the risk-taker who winds up on top.  Think about how many dollars must be allocated to risk before a big bet pays off.  We cannot discount the complicitness of those who simply play to put up big numbers versus those who steadily push forward a solid agenda.

The single biggest trouble we manifested during the last, and previous, market crisis was a sense of exuberance about bigger and bigger rewards, manufactured and synthesized by unnatural greed and avarice.

What’s appropriate?
So why are the markets seemingly “stuck in neutral” even thought first quarter valuation increases might be so compelling?  A good part of the answer lies in the difficulty of overcoming negative connotations about what spurs market growth in the first place.  More trading is done by computers for computers.  Much of the toxicity and malevolence is still in the pipeline.  Despite technological efficiencies developed during previous decades, it takes longer to eradicate negative psychological residue.  Unemployment, war, politics, and business-as-usual permeate client’s thoughts and cause behavior to recoil with mistrust. 

If you’re looking for solutions that capture above average potential with limited volatility, it’s imperative to create asset allocation models that correlate benefits with positive alpha, and which diminish the risk of concentrated positions and/or high risk leveraging.

This is important because today’s investors have become one-stop shoppers, looking for an “all-in” strategy that yields big rewards.  The majority of all-in strategies fail, and are usually implemented to generate above average returns.

I find this pattern quite disturbing because new relative strength data is again confirming the unsustainability of cyclical (short-term) patterns of aggression begun last October.  Despite the first quarter’s siren song of re-entry, more equities worldwide are either topping or entering into a pattern of distribution that confirms a migration from “no risk” to “higher risk” in equity selection.

Thin ice.
As if on cue, the second quarter of the year has started to mitigate the annual bull effect, providing remediation from historical excess.  Because the markets seem so fragile, the slightest deceleration rekindles a panic which destabilizes our psyche.  That’s what last week’s market resembled.

The fundamentals don’t really change that much, only our perception of their meaning and significance.

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