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Powell Channels Bernanke: “Subprime Debt Is Contained”
I recently discussed one of the biggest potential “flash points” for the financial markets today – corporate debt. What I find most fascinating is how quickly many dismiss the issue of corporate debt...
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Selloff Overdone, Looking For A Sellable Rally 05-31-19
Selloff Overdone, Looking For A Sellable Rally Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud,Seeking Alpha Selloff Overdone, Looking For A...
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S&P 500 Monthly Valuation & Analysis Review – 6-3-19
J. Brett Freeze, CFA, founder of Global Technical Analysis. Each month Brett will provide you their valuable S&P 500 Valuation Chart Book. This unique analysis provides an invaluable long term...
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Hope For The Best, Plan For The Worst
Around 46 BC, Cicero wrote to a friend saying, “you must hope for the best.” To be happy in life we must always have “hope.” It is “hope” which is the beacon that lights the pathway from the darkness...
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Technically Speaking: Tops Are Processes, Bottoms Are Events
In April of 2018, I posted an article laying out 10-reasons why the “bull market” had likely ended for a while. To wit: “I highly suggest you use any substantial rally to reduce risk and rebalance...
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3-Steps To Holistic Financial Wellness
Investors tend to narrowly define wealth management as portfolios and products. Unfortunately, many financial professionals permit this shortsightedness as it aligns with their aspirations to sell...
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Can Tesla Hold The Line?
Tesla bulls and Elon Musk fans everywhere are hoping that the decline in Tesla stock price will end soon. After the stock breached the technically important $250 price level, the next key support...
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Pulling Forward versus Paying Forward
Debt allows a consumer (household, business, or government) to pull consumption forward or acquire something today for which they otherwise would have to wait. When the primary objective of fiscal and...
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The Fed, QE, & Why Rates Are Going To Zero
On Tuesday, Federal Reserve Chairman Jerome Powell, in his opening remarks at a monetary policy conference in Chicago, raised concerns about the rising trade tensions in the U.S., “We do not know how...
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Investing On Persistent Foundations
The volatility in the investment markets over the past few months has been truly astonishing. Prices are violently fluctuating and the range of traditional volatility indicators like the VIX have...
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Passive Proliferation – A Snake Eating Its Own Tail
Passive funds have come a long, long way from their humble beginnings. Having started as small and scrappy and distinctly out-of-consensus investment options, they have grown impressively over the last...
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Why You Should Not Underestimate The Severity Of The Coming Recession
The financial world has been buzzing nervously about the rapidly rising risk of a recession as warning signs mount. Though many mainstream economists and commentators are finally starting to concede...
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Is The “Sellable Rally” Done? 06-07-19
Is The Sellable Rally Done? Some Comments On The Fed Cutting Rates Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud,Seeking Alpha Are YOU: Age 60...
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Technically Speaking: The “Sellable Rally” Chart Review
Over the past couple of weeks, we have been discussing a “sellable rally” following the sell-off during the month of May. To wit: “This week we are going to look at the recent sell-off and the...
View Article“Green New Deal” What It Means For Investors
The Green New Deal (GND) is a plan to drastically change the American economy and improve social conditions for its people. It was put forth in March by Rep. Alexandria Ocasio-Cortez (D-N.Y.) and Sen....
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Who Is Funding Uncle Sam?
In, The Lowest Common Denominator, we quantified the extent to which growth of consumer, corporate, and government debt has greatly outstripped economic growth and our collective income. This dynamic...
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Here Are The Recession Warning Signs To Watch
Last week, I wrote a detailed piece in which I explained that U.S. recession risk was rising quite rapidly and that the coming recession is likely to be far more severe than most economists expect...
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One Trick Pony: The Fed Is Pushing On A String
Last week, I discussed the Fed’s recent comments suggesting they might be closer to cutting rates and restarting “QE” than not. “In short, the proximity of interest rates to the ELB (Effective Lower...
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Why Ray Dalio Is Wrong On Capitalism
Ray Dalio is the thoughtful, somewhat controversial founder of the world’s largest hedge fund, Bridgewater Associates, which he started in 1975. While much of his writing is private, I (and many...
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Bear Markets: Understand Them, Don’t Fear Them 06-14-19
Review & Update Bear Markets – Understand Them, Don’t Fear Them Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud,Seeking Alpha Wednesday, June...
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