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It’s Not Gold That’s Getting Me Nervous
The recent breakout in gold got a lot of people excited. How many mummified gold bugs were reanimated, saying, “See, I told you all of that money printing was going to push prices higher!” Thanks,...
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Negative Is The New Subprime
What is nothing? What comes to mind when you imagine nothing? The moment we try to imagine what nothing is, we fail, because nothing cannot be envisioned. There is nothing to envision or ponder or...
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UNLOCKED RIA PRO: S&P 500 Plunges On Yield Curve Inversion
We have unlocked yesterday’s report that went out to our RIA PRO subscribers following the crash. You can subscribe at RIAPRO.NET and get 30-DAYS FREE to gain access to our portfolio models, analysis,...
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Unmasking The Voodoo Yield Curve
To normal people, the typical response might be, “What in the name of the almighty are you talking about? To market geeks likes us, it means the yield curve is as flat as its been since just before the...
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Superforecasting A Bear Market
There’s an ongoing debate about whether or not the U.S. is approaching a recession. As an investor, this question is of utmost importance. It is precisely at these times when fortunes can be made and...
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#WhatYouMissed On RIA: Week Of 08-12-19
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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Pay Attention To The Message The Yield Curve Is Sending 08-16-19
Quick Review Listen To The Yield Curve Message No One Ever Says Sell Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Quick Review...
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Technically Speaking: This Is Still A “Sellable Rally”
In last Tuesday’s “Technical Update,” I wrote that on a very short-term basis the market had reversed the previously overbought condition, to oversold. “This could very well provide a short-term...
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The Dog Whistle Heard Around The World
On August 15, 2019 the Washington Post led with a story entitled Markets sink on recession signal. The recession signal the Post refers to is the U.S. Treasury yield curve which had just inverted for...
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Inverted Yield Curve Is Actually Bullish
My favorite meme following last week’s yield curve inversion was captioned, “I survived the yield curve inversion.” My favorite tweet (from @jfahmy) was, “The next Jobs Report should be very strong...
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Investors Dilemma: Pavlov’s Dogs & The Ringing Of The Bell
Classical conditioning (also known as Pavlovian or respondent conditioning) refers to a learning procedure in which a potent stimulus (e.g. food) is paired with a previously neutral stimulus (e.g. a...
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Stock Buybacks Imperil Corporate Viability
Goldman Sachs just completed an analysis of corporate balance sheets and found that dividend and stock buybacks accounted for 103.8% of their free cash flow. Meaning that they were paying more out in...
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#WhatYouMissed On RIA: Week Of 08-19-19
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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Powell Fails, Trump Rails & The Failure Of Negative Rates 08-23-19
Trump & Powell Square Off Negative Yields Everywhere Why The Fed Won’t Go Negative Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking...
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Technically Speaking: Market Risk Is Rising As Retail Sends Warning
I noted in this past weekend’s newsletter the pick up in volatility over the last few weeks has made investing in the market difficult. On Friday, the market plunged on new Trump was going to increase...
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Navigating A Two Block Trade World
“Investors Need to Be Ready for a Two Block Trade World – U.S. and China” On Bloomberg TV, VMware CEO, Pat Gelsinger, observed that with escalation of the trade war he sees, “two separate trading...
View ArticleThe Mechanics of Absurdity
Over the past few decades, the central banks, including the Federal Reserve (Fed), have relied increasingly on interest rates to help modify economic growth. Interest rate management is their tool of...
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8-Reasons To Hold Some Extra Cash
Over the past few months, we have been writing a series of articles that highlight our concerns of increasing market risk. Here is a sampling of some of our more recent newsletters on the issue....
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#WhatYouMissed On RIA: Week Of 08-26-19
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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Breaking Down The Bull/Bear Argument
Market Review & Update Breaking Down The Bull/Bear Argument Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Market Review...
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