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Protecting Your Blind Side
The following article was published for premium subscribers of 720Global’s The Unseen on July 28, 2017. 720Global is sharing it exclusively with readers of Real Investment Advice. Despite being two...
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Bull Trap: The False Promise Of Tax Cuts
Last week, I did a fairly extensive analysis on the release of the 9-page “Trump Tax Cut” plan. The most important aspect of that discussion was the difference between 1982, the last time there was...
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This Time Isn’t Different & The Lack Of Value
We are having a hard time finding high-quality companies at attractive valuations. For us, this is not an academic frustration. We are constantly looking for new stocks by running stock screens,...
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The Active Vs. Passive Conflict: Why All Dips Are Bought
“At this time 85 years ago, Yale economist Irving Fisher was jubilant. ‘Stock prices have reached what looks like a permanently high plateau,’ he rejoiced in the pages of The New York Times. That dry...
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Weekend Reading: Bull Market In Complacency
With the market recently breaking above 2500, there seems to be nothing to dampen the bullish exuberance. The recent run, which has largely been focused on areas in the market with the most...
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The Coming “Snap-Back” Of Markets 10-13-17
Bull Market Maintains Momentum You’re Making My Brain Hurt Reversion To The Mean – Is That A Thing? What We’re Doing Now Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook,...
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Investors Are Ignoring The Evidence At Their Peril
I was recently watching a movie about the FBI trying to bring down a terrorist cell in the U.S. During their investigation, their evidence board became more and more cluttered with people, evidence,...
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Technically Speaking: Clarifying Overbought, Extended & Bullish
The market is downright bullish. There is little reason to argue the point given the bullish trends of markets globally which are strongly trending, positively correlated, and simultaneously breaking...
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Why This Market Ride Is Almost Over
“Taxi drivers told you what to buy. The shoeshine boy could give you a summary of the day’s financial news as he worked with rag and polish. An old beggar who regularly patrolled the street in front...
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Something Wicked This Way Comes: McDonalds – A Bear in a Bull Costume
As Halloween nears, kids are choosing costumes to transform themselves into witches, baseball players and anything else they can imagine. In the spirit of Halloween, we thought it might be an...
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RIA Chart Book: Q3-2017 Most Important Charts
Michael Lebowitz and I have produced a number of charts that have generated a lot of questions, comments, and shares over the last year. We decided that each quarter we will begin producing a “chart...
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Risk Is Underpriced, Perhaps Considerably So
“At the end of his email blitz, which had loaded me up on data, Dougie sent me this summary: At the root of my concern is that the Bull Market in Complacency has been stimulated by: the excess...
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Good Companies Don’t Always Make Good Stocks
I was recently going through a new client’s portfolio and found it full of the likes of Coca-Cola, Kimberly-Clark and Campbell Soup — what I call (pseudo) bond substitutes. Each one is a stable and...
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Weekend Reading: 24000 By Christmas?
This past week, the Dow crested 23000 sending the networks into a “tizzy.” It took about 5-minutes of crossing that magical “round number,” before questions raised of how long before the markets cross...
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Most Hated Bull Market Ever? 10-06-17
Melt-Up Gains Traction Most Hated Bull Market Ever This Won’t End Well Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Melt-Up...
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One Chart Shows Investors Are Dealt A Losing Hand
The rise in the market has seemed unstoppable. Despite the Federal Reserve continuing to hike interest rates and tightening monetary policy, geopolitical risks from North Korea to Iran, mass...
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Technically Speaking: Extremes Everywhere (COT Update)
This past weekend, I discussed what appears to be the markets ongoing melt-up toward its inevitable conclusion. Of course, that move is supported by the last of the “holdouts” that finally capitulate...
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6-Steps To Optimize Your Money & Life
“I think we’re doing the right things with money, but we feel sub-optimized.” Twenty-eight years guiding others through financial challenges, thousands of words, and oddly I experienced personal...
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Saying It Slowly Doesn’t Help
The most fundamental basis for economics is human decision-making. Satisfying needs and wants creates demand. Engaging in a vocation to provide a good or service of value to others generates supply....
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Bogle, Buffett, Shiller & Tobin – Valuations Are Expensive
During my morning reading, I ran across a couple of very interesting articles that tied a common theme relating to the current risks in the financial markets. Via Zerohedge: 88-year-old investing icon...
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