back from the cliff: can the bull charge again in 2013?

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

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

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”?

Debt-Ceiling Debate

Spending is the real problem Short-term risk: Threat of default Long-term risk: “Kicking the can” again

Reaching a Limit?

Meanwhile, the Big Easy

January Barometer

1950-2012

The Public Is In

Long Way from a Major Low

Shiller P/E

Watch This

4 Blue Chips for Any Weather

Coca-Cola (NYSE: KO) McDonald’s (NYSE: MCD) Microsoft (NASDAQ: MSFT) Southern Co. (NYSE: KO)

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)

Silver on the Upswing Again

6% Yield…Plus

Dollar Has Peaked Against the Rupee

Vanishing Pennies

Advanced Micro Devices (NYSE: AMD)

Alcatel Lucent (NYSE: ALU) Rite Aid (NYSE: RAD) Suntech Power (NYSE: STP) Zynga (NASDAQ: ZNGA)