Monday, September 24, 2012

Market Commentary for the week of September 24, 2012

It’s Your Fault.
Isn’t it absurd:

·         if your auto mechanic were to blame you for your car’s broken gaskets?
·         if your doctor were to blame you for having an arthritic hip?
·         if Wall Street were to conclude that your ignorance causes them to feast at the trough of greed?

And yet, certain studies commissioned by the securities industries governing bodies have recently concluded that terrible things happen to people who are too ignorant to know better.  It’s amazing that your confidence and trust could be so obfuscated as to propose that an economic tailspin was your fault.

While there is no doubt that most consumers have limited, or less, knowledge of the subject matter than the experts to which they turn, it is blatantly false to blame the uninitiated for what they don’t know.  The findings of these surveys contain self-serving, yet unsustainable, conclusions which serve only to absolve the wrong-doers of blame.

A frightening picture begins to emerge about why, and with what degree of frequency, these cataclysmic events occur.

Given the rather hefty return of the financial markets this summer, most all discussion has dried-up about who was/is to blame for what ails the economy.  Let’s consider ourselves lucky that the psychological damage wasn’t too severe.  However, we must be mindful that portfolio performance and economic fundamentals are not always synchronized, nor necessarily one and the same.  Thus far, annualized performance has exceeded our expectations, but was limited in its breadth of participation.  Do we therefore expect the laggards to catch-up, or the leaders to retreat?

Stay Cautious.
My overall investment process emanates from an earnings-driven, success-driven, methodology.  We cannot, nor should not, try to reveal an undisclosed secret to a company’s failure to perform, but rather just move on to one which does.  The current climate of earnings accelerators derives less from unit volume increases (demand) than from efficiencies created through layoffs and technology, and from extremely low bases of comparison from one year ago.  Therefore I might conclude that demand is not as critical for near-term valuation expansion as speculation and psychological enhancements.  If, in fact, we were to get a global equity expansion it would be fed by a reversal of negative sentiment as much by a reversal of negative fundamentals.

Currently, corporations are playing coy with their capital.  Buoyed by aggressive speculation in their shares, some corporate boards see little reason to deploy cash for new hiring.  As much about good governance as disdain for social or moral compass, these executives are likely to stand pat and allow cyclical swings in pricing, as opposed to seizing upon this moment as the turnaround inflection point for their growth.  Like it or not, they too hold you accountable for what ails them.

The empirical evidence for buying stocks is quite compelling, however.  Despite a level of mistrust which exists between you and corporations/corporations and you, we are significantly nearer a time when a reversal is anticipated.  Short cycle concerns are less significant to our evaluation than the broader secular (generational) themes.  Today, we are indeed at a political, financial, psychological, geographical, and moral inflection point.  Quite simply the needs of all citizens rest upon a coalition of opportunistic leaders who strive to “get it right.”

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