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Technically Speaking: The Lessons Poker Can Teach You About Investing
Over the last couple of weeks, I have laid out the bull and bear case for the S&P 500 rising to 3300, and the case for the Fed to cut rates. In summary, the basic driver of the “bull market thesis”...
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Federal Reserve Headlines – Fact or Fiction?
“When it becomes serious, you have to lie.” – Jean-Claude Juncker, former President of the Eurogroup of Eurozone finance ministers On July 16, 2019, Chicago Federal Reserve President Charles Evans made...
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UNLOCKED: RIA PRO Portfolio Trading Action Alert
Since much of the commentary we write is from a “macro view”, many readers, at least judging by the comments we receive, miss the difference between long-range views (the assessment of risk) and the...
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Gamma Radiation, Gamma Reversals, and Gold
I grew up watching Bill Bixby playing The Incredible Hulk on TV. Readers will be familiar with the general story – mild-mannered scientist Bruce Banner is exposed to gamma radiation, which transforms...
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#WhatYouMissed On RIA: Week Of 07-26-19
We know you get busy and don’t check on our website as often as you might like. Plus, with so much content being pushed out every week from the RIA Team, we thought we would send you a weekly synopsis...
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Whistling Past The $70 Trillion Debt Graveyard 07-26-19
Review & Market Update Whistling Past The $70 Trillion Debt Graveyard The Real Crisis Is Coming Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound...
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The 5-Mental Traps Investors Are Falling Into Right Now
I recently wrote about the “F.I.R.E.” movement and how it is a byproduct of late-stage bull market cycle. It isn’t just the “can’t lose” ideas which are symptomatic of bullish cycles, but also the...
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Technically Speaking: 5-Charts Invested Bears Are Watching Now
In this past weekend’s newsletter, I discussed the rather severe extensions of the market above both the longer-term bullish trend and the 200-dma. To wit: There is also just the simple issue that...
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The Fed’s Massive Debt for Equity Swap
“All assets are priced where they are today because of central banks. That’s modern finance — it’s not about psychology or flows anymore, it’s about what the central banks are going to do next.” –...
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Strongest Economy Ever? I Warned You About Negative Revisions
Over the last 18-months, there has been a continual drone of political punditry touting the success of “Trumponomics” as measured by various economic data points. Even the President himself has several...
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S&P 500 Monthly Valuation & Analysis Review – 8-1-19
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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Fed Rate Cut – Too Little, Too Late, As Trump Hikes Tariffs 08-02-19
Review & Market Update Risk Is Now Elevated Low Yields Don’t Support Higher Valuations Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud,...
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No Matter What The Fed Does, It’s Bullish?
It’s Bullish…Always Last Wednesday, the Federal Reserve announced the latest decision concerning monetary policy which contained three primary components: A cut of 25bps Stopping balance sheet...
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Technically Speaking: Stocks In A Bloodbath, Look For A Sellable Rally
On Monday, stocks took a beating from rising trade tensions as China put the brakes on imports of agricultural products following Trumps latest tariff threat. As noted by the WSJ: “So much for a trade...
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The Prospects of a Weaker Dollar Policy
“Let me be clear, what I said was, it’s not the beginning of a long series of rate cuts.”- Fed Chairman Jerome Powell -7/31/2019 “What the Market wanted to hear from Jay Powell and the Federal Reserve...
View ArticleDollars & Nonsense – Part 2
Investing is hard enough that there isn’t much room for unforced errors, yet many investors allow themselves to get distracted and miss important things. For long-term investors this mistake often...
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#WhatYouMissed On RIA: Week Of 08-5-19
We know you get busy and don’t check on our website as often as you might like. Plus, with so much content being pushed out every week from the RIA Team, we thought we would send you a weekly synopsis...
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Risk Happens Fast. Is The Selling Over? 08-09-19
Risk Happens Fast Is The Selling Over? Risk Happens Slowly, Too. Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Risk Happens Fast...
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When A Bond Bull Becomes A Raving Stock Bull
Over the last few years, I have continually battled the “bond bears” about calls for higher rates simply because rates were low. Here is a short list of some of the more prominent calls for higher...
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Technically Speaking: 5 Reasons To Be Bullish (or Not) On Stocks
Just recently, Tom Lee, head of Fundstrat Global Advisors, published a list of 5-bullish signs for the stock investors which he says you should “ignore at your own peril.” As he notes: “In short, these...
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