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Are We In A Secular Bull Market?
Just recently, Jeff Saut from Raymond James made a very interesting statement with respect to the recent market decline. “Speaking to last week’s Dow Theory sell signal, we really cannot decide to...
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Kass: Follow The Money
The Tremor Before the Quake and the Fed’s $450 Billion Balance Sheet Reduction “The combination of rate hikes and balance sheet reductions from the Federal Reserve in 2018 sucked up global U.S. dollar...
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Technically Speaking: Return Of The Bull Or Dead Cat Bounce
“No animals were harmed during the writing of this article.” If you listen to the media, the shocking and totally unexpected downturn last was unable to be foreseen by anyone. Thankfully, it’s now...
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Rosso’s 2019 Reading List
Business Insider is prolific with the number of reading lists they produce every year. What books grace Jamie Dimon’s nightstand? Which titles motivate Warren Buffett? Granted, there are respectable...
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Wait for the Fat Pitch : Buy and Hold vs Active Management
“Ted Williams described in his book, ‘The Science of Hitting,’ that the most important thing – for a hitter – is to wait for the right pitch. And that’s exactly the philosophy I have about investing –...
View ArticleOwn The Company That Dropped Its “Don’t Be Evil” Motto
Most investors know what the “FAANG” stocks are – Facebook, Apple, Amazon, Netflix, and Alphabet (parent of Google). These stocks have had big runs over the last few years, and they’ve struggled more...
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What Will Cause The Next Recession?
J. Bradford Delong wrote a very interesting article discussing the trigger for the next recession. “Three of the last four US recessions stemmed from unforeseen shocks in financial markets. Most...
View ArticleInvestors Are Unaware Of The Dangerous Change To The Market
What a difference a year makes. In 2017 stocks went up in almost a straight line and volatility remained amazingly low throughout the year. In 2018 stocks got dinged early but quickly recovered. For a...
View ArticleBeats & Misses, Seen & Unseen
Wall Street glorifies companies that beat quarterly estimates by arguing that the long-term comprises a lot of short-terms. But beating earnings estimates for a few consecutive quarters doesn’t...
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Bull Rallies & Market Tops 01-11-19
Bull Rallies & Market Tops Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Bull Rallies & Market Tops Last week, we...
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Understanding Market Cycles
I was digging through some old charts over the weekend and stumbled across this gem from AlphaTrends which explains the “best time to buy stocks.” “Is it possible to time the market cycle to capture...
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Are Tech Stocks Cheap?
Are technology stocks cheap? It seems like a strange question to ask as the market drops on news that Apple has indicated weaker future sales. I also doubted whether Facebook’s price reflected its...
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Market Breadth Paints A Bullish Picture
Guest Post by Michael Kahn, CMT. Mike is a Chartered Market Technician (CMT), Columnist, Editor, Analyst, Instructor, Speaker and Author of three books on technical analysis. It is always difficult...
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Technically Speaking: Bull Or Bear? Comparing Views
As the trumpets sound to signal the start of earnings season, the battle between fundamentals and “hope” begins. While earnings expectations have weakened markedly in recent months, the bulls remain...
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Morningstar’s Christine Benz On Return Forecasts
Baseball Hall of Famer and sage, Yogi Berra, once said, “It’s tough to make predictions, especially about the future.” But, as Morningstar’s Christine Benz notes, plugging in a return forecast is...
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Productivity: What It Is & Why It Matters
The Kansas City Federal Reserve posted the Twitter comment and graph below highlighting a very important economic theme. Although productivity is a basic building block of economic analysis, it is one...
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Is The Junk Bond Sell-Off Over?
In late-November, I warned that plunging oil prices and the bursting of a Fed-driven bubble in the shale energy industry would also cause a bust in high-yield or “junk” bonds (because the shale bubble...
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The Economy IS Slowing
In August of last year, I wrote an article entitled “As Good As It Gets“ which discussed the record levels being set by a broad swath of economic indicators. To wit: “First, “record levels” of...
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Bulls Take Round One: 01-18-19
Bulls Take Round One Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Last week, we discussed the continuation of the rally from...
View ArticleYour Back-Of-The-Envelope Financial Plan
We do a lot of financial planning with fancy software for clients at RIA Advisors. We think a financial plan is the basis for someone having a successful financial life. But sometimes you don’t need a...
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