Thoughts from the Frontline

The Five Most Dangerous Words in the World

By John Mauldin

January 5, 2001

The Five Most Dangerous Words in the World:
This Time It Is Different
One More Rally? Or Are We Over?
Sector Rotation Model Switches funds
The Discipline of the Markets
Investor Sentiment
And more

The Investor Sentiment Index is 82
The Investor Sentiment Momentum Index is 52
The Investor Sentiment Uptrends Index is 20.3
The Sector Rotation model switches from Energy Services to Banking

What a week in the markets!

These are the times that try men's soul's, and their pocketbooks.

I think today I will give you some insight into the mind (and stomach) of a market timer. You will find it instructive.

Next week I am going to share a simple Income Model that will become part of our weekly discussions. This model will show you how to make an average 10% per year in a conservative income program switching between just 3 mutual funds! This program will be an ideal place for your cash or for the bond/income portion of your portfolio.

Is It Different This Time?

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