As Go the Credit Markets, So Go Stocks!

I have a simple rule I follow when it comes to investing in markets like these: As go the credit markets, so go stocks! Or stated another way, if you spend all your time watching stocks like Amazon.com or Apple, you’re going to regret it! Why bring this up? Because when I watch the market coverage on CNBC, I usually hear commentary from an endless parade of bullish fund managers. They say that you should buy transportation and manufacturing stocks for this and that reason, or that you should buy technology stocks because it’s the “seasonally strong” period for tech. Me? I think these guys wouldn’t know a Euribor-OIS spread or 2-year swap spread if it . . . → Read More: As Go the Credit Markets, So Go Stocks!