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#WhatYouMissed On RIA: Week Of 11-25-19
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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Michael Markowski: Market Ripens For Correction…Or Crash
Michael Markowski has been involved in the Capital Markets since 1977. He spent the first 15 years of his career in the Financial Services Industry as a Stockbroker, Portfolio Manager, Venture...
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S&P 500 Monthly Valuation & Analysis Review – 12-1-19
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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Fundamentally Speaking: Earning Season’s Good, Bad & Ugly
With the third quarter of 2019 reporting season mostly behind us, we can take a look at what happened with earnings to see what’s real, what’s not, and what it will mean for the markets going forward....
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Beware Of Those Selling “Technology”
“3. And they said to one another, ‘Come, let us make bricks, and burn them thoroughly.’ And they had brick for stone, and bitumen for mortar. 4. Then they said, ‘Come, let us build ourselves a city,...
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Why Every Investor Should Be Politically Flexible
Things used to be so simple. You buy a stock, the government cuts taxes, the stock goes up. Actually, things still are that simple. And yet vastly more complex. We cut taxes in 2017, but future tax...
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#WhatYouMissed On RIA: Week Of 12-02-19
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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2020 – The Year Decennial & Presidential Cycles Collide 12-06-19
Here Comes The Santa Claus Rally When Presidential & Decennial Cycles Collide New: Financial Planning Corner Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook,...
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The Myth Of The “Great Cash Hoard” Of 2019
Tell me if you heard this one lately: “There’s a trillion dollars in cash sitting on the sidelines just waiting to come into the market.” No. Well, here it is directly from the Wall Street Journal:...
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Technically Speaking: Monthly “Buy Signal” Say Bull Is Back? But For How Long?
Just recently, there have been numerous “bullishly biased” analysts and bloggers discussing the turn up in the monthly MACD indicators as a “sure sign” the bull market rally is set to continue. While...
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When It Becomes Serious You Have To Lie: Update On The Repo Fiasco
Occasionally, problems reveal themselves gradually. A water stain on the ceiling is potentially evidence of a much larger problem. Painting over the stain will temporarily relieve the unsightly...
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Active Vs. Passive & The Simple Reasons You Can’t Beat An Index
Just recently, I was reading an article from Larry Swedroe which “discussed” the “Surprising Results From S&P’s Latest SPIVA Analysis.” To wit: “Over the 15-year period, on an equal-weighted...
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Why Every Investor Should Go On An Information Diet
I spend a lot of time thinking about the information that I consume. Do you? We all consume exabytes of information. Have you ever noticed that people spend way more time thinking about the food they...
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Robertson: Ain’t Nobody Home
One of the great challenges of financial markets is that certain important events only happen infrequently – which makes it all the easier to overlook them during intervening periods. One of those...
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#WhatYouMissed On RIA: Week Of 12-09-19
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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The Trade War Is Over, Long Live The Trade War
New Newsletter Format Market & Portfolio Positioning Review Demise Of The Dollar Santa To Visit Broad & Wall Rules For A Santa Rally Macro View The “Art Of The Deal” & How To Lose A Trade...
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Technically Speaking: How To Pick Up A Porcupine
Last week, I discussed the registering of the monthly buy signals, which confirmed the bull market in the S&P 500 had resumed following the 2018 Fed/Trade induced sell off. Here is a snippet of our...
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What We Are Not Being Told About The Trade Deal
Unlike most trade deals where the terms are readily available, the details of the Phase One trade agreement between China and the U.S. will not be announced nor signed in public. Accordingly,...
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Will The Last 2-Weeks Of 2019 Be The Inverse of 2018?
Every professional investor knows that month-ending, quarter-ending and year-ending timestamps are important. Throughout the year, positions are hedged against these timestamps, and as a result, the...
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The Stock Market Has Become A Private Club For The Elite
A recent Peter G Peterson Foundation poll, as reported by the Financial Times, revealed a statistic that we have suspected for quite some time. To wit: “Nearly two-thirds of Americans say this year’s...
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