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The Dangers Of A “Get It While You Can” Mentality
There is a wide disconnect between the current market’s focus on short-term influences and the long-term and worrisome trends in pension obligations, spiraling debt, the wealth/income gap and the...
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What NOT To Buy In Today’s Stock Market
Dear reader, if you are overcome with fear of missing out on the next stock market move; if you feel like you have to own stocks no matter the cost; if you tell yourself, “Stocks are expensive, but I...
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Weekend Reading: $7 Trillion To Manipulate Prices
As the stock market continues to press new highs, the level of optimism climbs with it. I discussed yesterday Richard Thaler’s, a recent recipient of the Nobel Price in Economics, comments about not...
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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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Examining The Most Hated Bull Market Ever 10-20-17
Examining The Most Hated Bull Market Ever Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Examining The “Most Hated Bull Market...
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Dow 500,000? We Are Already There!
I genuinely admire Morgan Housel. I think he is a brilliant and talented writer. However, he sent out a tweet on Friday that really struck a chord with me. If you’re less than 50 years old and the...
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Fundamentally Speaking: Markets Being Driven By Fundamentals?
This past weekend, I discussed how the current rally since the election has been based on “hopes” for tax cuts and tax reforms as there was little evidence currently to suggest it was based on...
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Who is 720Global?
720Global and Real Investment Advice (RIA) have been collaborating to bring investors unique market insight for two years. On October 9th, 720Global and RIA officially became partners in these...
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“Buy & Hold” Fantasy Story Reaches Fever Pitch
“Much of what passes for orthodoxy in economics and finance proves, on closer examination, to be shaky business.” The Misbehavior of Markets – by Benoit Mandelbrot & Richard L. Hudson. I’m...
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Volatility: The World’s Only Undervalued Asset Class
I have argued that risk is under-priced because in large measure of the structural changes in the markets and participants positioning. Risk is an ever-present condition that cannot be eliminated,...
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The Fed Balance Sheet Unwind Myth
Since the beginning of the year, the Federal Reserve has been heavily discussing, warning rather, they were going to begin to “unwind” their gargantuan balance sheet. As Michael Lebowitz recently...
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Weekend Reading: Markets Love Central Banks – No Matter What They Do
I discussed yesterday, the apparent “myth” of the Fed’s proposed “balance sheet reduction” program as the most recent analysis shows a $13.5 billion “reinvestment” into their balance sheet which has...
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Trick Or Treat 10-27-17
Review & Update Trick Or Treat Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Review & Update In last week’s missive, I...
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The “Fat Pitch”& Miss
While I remain long and invested in the markets on behalf of my clients, I focus and write about the significant risks that are currently present. I am fully aware a laissez-faire attitude towards...
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Technically Speaking: Seasonally Strong Period Begins
“Technically Speaking” is a regular Tuesday commentary updating current market trends and highlighting shorter-term investment strategies, risks, and potential opportunities. Please send any comments...
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The Roach Motel – Something Wicked Part II
In Something Wicked This Way Comes, we provided an in-depth look at how stock repurchases are distorting McDonald’s (MCD) earnings per share and making the company look more profitable than it truly...
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The Smart Way To Incorporate International Investing
When it comes to the absolute market capitalization of the U.S. stock market, America remains the big kid on the global block. Relatively speaking, compared to the rest of the world, U.S. market cap...
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