The Mean Reverting History Of Profit Growth
As the markets push once again into record territory the question of valuations becomes ever more important. While valuations are a poor timing tool in the short term for investors, in the long run,...
View ArticleWeekend Reading: Keeping You Awake At Night
In her last testimony before Congress as head of the Federal Reserve, Janet Yellen made a curious statement: “I would simply say that I am very worried about the sustainability of the U.S. debt...
View ArticleMarket Goes All “Bitcoin”– 12-01-17
Review & Update The Bitcoin Ramp – Is It Sustainable Here’s What Works For Me Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha...
View ArticleThis Time IS Different, It Just Ends The Same
This past weekend, I was in Florida with Chris Martenson and Nomi Prins discussing the current backdrop of the markets, economic cycles, and future outcomes. A bulk of the conversations centered...
View ArticleTechnically Speaking: This Is Nuts
Since the election, markets have accelerated the pace of the advance as shown in the chart below. The advance has had two main story lines to support the bullish narrative. It’s an earnings recovery...
View ArticleReflections Of A Distorted, Delusional Reality
Reflections “Through the mirror of my mind Time after time I see reflections of you and me Reflections of The way life used to be Reflections of The love you took from me Oh, I’m all alone now No love...
View Article9-Year End Money Moves To Make Now
The week after Christmas begins with thoughts of lofty resolutions dancing around in our heads along with high expectations for success through the new year. There lies the great opportunity to settle...
View ArticleThe Spurious Math Of A Tax Cut Rally
The term “priced in” is a phrase used frequently by Wall Street and the financial media. This expression is used to describe how much the price of stock or a market has accounted for an anticipated...
View ArticleS&P 500 Monthly Valuation & Analysis Review – 11-30-17
Real Investment Advice is pleased to introduce J. Brett Freeze, CFA, founder of Global Technical Analysis. Going forward on a monthly basis we will be providing you their valuable S&P 500...
View ArticleNo Risk Of Recession? – 12-08-17
Review & Update No Risk Of Recession Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Review I have been traveling a lot the...
View ArticleThe “Exit” Problem
Last week, I discussed the issue of “bubbles” in the market. To wit: “Market bubbles have NOTHING to do with valuations or fundamentals.” Hold on…don’t start screaming “heretic” and building gallows...
View ArticleBitcoin – Millennial’s “Fake Gold”
I’ve been asked about Bitcoin a lot lately. I’ haven’t written anything about it because I find myself in an uncomfortable place in agreeing with the mainstream media: It’s a bubble. Bitcoin started...
View ArticleTechnically Speaking: 2700 By Christmas?
This past weekend, I discussed the current extension of the market. To wit: “In the short-term, the market trends are CLEARLY bullish, very overbought, but nonetheless bullish.” “As such, our...
View ArticleA Question for Every Investor
Recently we received the following question from a subscriber: “If a correction in the stock or bond markets comes, the Central Banks will buy stocks with printed money, like the Japanese Central...
View ArticleTechnically Speaking: This Is Nuts
Since the election, markets have accelerated the pace of the advance as shown in the chart below. The advance has had two main story lines to support the bullish narrative. It’s an earnings recovery...
View ArticleReflections Of A Distorted, Delusional Reality
Reflections “Through the mirror of my mind Time after time I see reflections of you and me Reflections of The way life used to be Reflections of The love you took from me Oh, I’m all alone now No love...
View Article9-Year End Money Moves To Make Now
The week after Christmas begins with thoughts of lofty resolutions dancing around in our heads along with high expectations for success through the new year. There lies the great opportunity to settle...
View ArticleThe Spurious Math Of A Tax Cut Rally
The term “priced in” is a phrase used frequently by Wall Street and the financial media. This expression is used to describe how much the price of stock or a market has accounted for an anticipated...
View ArticleS&P 500 Monthly Valuation & Analysis Review – 11-30-17
Real Investment Advice is pleased to introduce J. Brett Freeze, CFA, founder of Global Technical Analysis. Going forward on a monthly basis we will be providing you their valuable S&P 500...
View ArticleWeekend Reading: Recession Risk Hidden In Tax Bill
Since the election, equity bulls have been pinning their hopes on “tax cuts” as the needed injection to support currently elevated stock prices. Stocks have advanced sharply since the election on...
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