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Back from the Cliff: Can the Bull Charge Again in 2013?

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Presentation on theme: "Back from the Cliff: Can the Bull Charge Again in 2013?"— Presentation transcript:

1 Back from the Cliff: Can the Bull Charge Again in 2013?

2 Tax Deal: Mildly Positive  Lessens uncertainty  15% top rate on dividends/capital gains for 99% of investors  Even high income investors will pay less on dividends than under Reagan!  What about Social Security tax “hike”?

3 Debt-Ceiling Debate  Spending is the real problem  Short-term risk: Threat of default  Long-term risk: “Kicking the can” again

4 Reaching a Limit?

5 Meanwhile, the Big Easy

6 January Barometer 1950-2012

7 The Public Is In

8 Long Way from a Major Low Shiller P/E

9 Watch This

10 4 Blue Chips for Any Weather  Coca-Cola (NYSE: KO)  McDonald’s (NYSE: MCD)  Microsoft (NASDAQ: MSFT)  Southern Co. (NYSE: KO)

11 Bonds: Shorten Up  DoubleLine Total Return Bond (DLTNX; 877-354-6311, $2,000)  Wells Fargo Advantage High Income (STHYX; 800/222-8222, $2,500)  PIMCO o-5 Year High Yield Corporate Bond Index ETF (NYSE: HYS)

12 Silver on the Upswing Again

13 6% Yield…Plus Dollar Has Peaked Against the Rupee

14 Vanishing Pennies  Advanced Micro Devices (NYSE: AMD)  Alcatel Lucent (NYSE: ALU)  Rite Aid (NYSE: RAD)  Suntech Power (NYSE: STP)  Zynga (NASDAQ: ZNGA)


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