I recently read a missive by John Mauldin wherein he makes an observation of what he is seeing from similar types of “analysis” of the stock market today:

“. . . a quick search of the usual suspects on the internet reveals a metric boatload of market analysts complaining about sky-high valuations, 8.5 years of bull market momentum, passive investing, over-concentration in cash-flow producing assets and the impending doom of a correction so massive it will clean our colons as well as our bank accounts.”

For those of you who read Seeking Alpha regularly, what percentage of the articles about the general equity markets have you read that have pointed to us being in a strong bull market and continuing much higher over the last 2 years? Based upon the ranking of the market analysts on this site, it would certainly suggest that most of the articles have leaned bearish, and, yes, I am being kind with that categorization. I mean, are these articles really necessary to explain to me that there are risks inherent in the financial markets? And, here I thought making money was easy. (more…)