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This Won’t End Well – Gen Z’ers Take On Debt To Invest
Young investors are taking on personal debt to invest in stocks. I have not personally witnessed such a thing since late 1999. At that time, "day traders" tapped credit cards and home equity loans to...
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Fed Says Taper Is Coming. Bulls Hear “No Taper Now.” 08-27-21
In this 08-27-21 issue of “‘Fed Says Taper Is Coming Bulls Hear ‘No Taper Now.‘” Market Rallies As Bullish Trend RemainsPowell Says Taper Is Coming, Bulls Hear “No Taper Now.”The Problem Of...
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Japanization: The S&P 500 Is Tracking The Nikkei Of 1980
The question of Japanization in the U.S. continues as the S&P 500 tracks the Nikkei of 1980. An email question I received recently is worth discussing in more detail. While it is easy to assume...
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Technically Speaking: The Bulls Warn The Fed Not To Taper
As the Fed started to talk about “taper,” the “bulls” sent a stern warning with a 2% “crash” they shouldn’t. After a couple of weeks of several Fed speakers discussing the need to reduce monetary...
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Valuations Are Extreme Even With Rose Tinted Glasses
Valuations Are Extreme Even With Rose Tinted Glasses Many investors claim that comparing current valuations to the nifty fifties, roaring twenties, or the go-go nineties is for the birds. New...
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Stock Market Addiction: Warning Signs & How To Fix The Problem
Do you think you may have a stock market addiction? In this article, we're going to talk about how to recognize the signs, why it's potentially destructive, and what you can do if you believe you may...
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Can The Bulls Defy The Odds Of September Weakness? 09-03-21
In this 09-03-21 issue of "'Can The Bulls Defy The Odds Of September Weakness?" Can Bulls Defy The September Weakness Who's Going To Fund The Deficit As Expected - GDP Gets Downgraded Sharply...
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S&P 500 Monthly Valuation & Analysis Review – 08-31-21
S&P 500 Monthly Valuation & Analysis Review: 08-31-21 Also, read our commentary on why low rates don’t justify high valuations. J. Brett Freeze, CFA, founder of Global Technical Analysis. Each...
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Technically Speaking: Wall Street Sets Its Sights On S&P 5000
Just recently in our “Daily Market Commentary” (subscribe for free), we discussed Wall Street setting its sights on S&P 5000. “Wells Fargo’s Chris Harvey raised his year-end S&P 500 price...
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BLS’ Housing Inflation Measure is Hypothetical Bull****
There is a problem with the BLS’ housing inflation measure; it's hypothetical "Bull****." The Case, Shiller 20-city House Price Index, is up 19.1% year over year. The only period with a somewhat...
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Investors Hold Record Allocations Despite Rising Warnings 09-10-21
In this 09-10-21 issue of “‘Investors Hold Record Allocations Despite Rising Warnings.“ Market Starts Correction Right On Cue.Investors Record Allocations & Rising WarningsBeige Book Highlights...
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What’s Wrong With Gold? Absolutely, Nothing.
Gold. What's wrong with it? From spiking inflation, falling real interest rates, and massive money printing, it seems logical that gold, a touted inflation hedge, should be rising. Yet, so far this...
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Technically Speaking: Too Many Bears Looking For A Correction?
Are there too many “bears” looking for a correction? When it comes to financial markets, there is one truism as noted in Bob Farrell’s famous investment rules: “When all experts agree, something else...
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The Fed Speaks Loudly And Carries a Feather
The Fed Speaks Loudly And Carries a Feather "Speak softly and carry a big stick" President Theodore Roosevelt on foreign policy. In other words, let your actions, not your words set the tone. It...
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David Robertson: The Inelastic Market Hypothesis.
What is the "Inelastic Market Hypothesis?" If you take a quick look at returns for the S&P 500 over the last few years, it is easy to be impressed with how lucrative stocks can be. Total returns...
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Investors Fail To “BTFD” As They Await Fed “Taper.” 09-17-21
In this 09-17-21 issue of “‘Investors Fail To BTFD As They Await Fed Taper.“ Investors Fail To BTFDThe Slope Of HopeA Reason The Fed Can’t Taper…YetPortfolio PositioningSector & Market...
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Technically Speaking: Stocks Bounce Off The Lows. Time To Buy?
On Monday, stocks solidly cracked below the 50-dma, but the bounce off the lows has investors asking if it’s “time to buy?” The sell-off was not unexpected. As I discussed in “Investors Fail To Buy...
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When Will “Transitory Inflation” Overstay Its Welcome?
There has been much talk of "transitory inflation", but the evidence is starting to suggest the term may overstay its welcome. The Fed chose the word "transitory" to describe this instance of rising...
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Correction Is Over. Bulls Jump Back Into The Risk Pool 09-24-21
In this 09-24-21 issue of “‘Correction Is Over, Bulls Jump Back Into The Risk Pool“ Correction Is OverFed Threads The Needle On Taper.3-Signs For The Next Bear MarketPortfolio PositioningSector &...
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Dow 40000 – A Huge Disappointment Of Promises
Dow 40000! Yes, it will eventually happen. Such should not be surprising given the massive amounts of global liquidity chasing fewer assets. But while Dow 40,000 will undoubtedly bring out the "Party...
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