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#MacroView: The Oil Price Crash Was Inevitable
The oil price crash was inevitable. To understand why we have to review a bit of history. In 2013, I began warning of the risk to oil prices due to the ongoing imbalances between global supply and...
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Market Stalls, Is The “Bear Market” Rally Over? – Full Report
Market Stalls, Is The Bear Market Rally Over? MacroView: This Time Might Be Different Financial Planning Corner: Top Planning Questions Answered Sector & Market Analysis 401k Plan Manager Follow...
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Lessons Forgotten Are Relearned During Bear Markets (Annotated)
Bear markets are always a reminder of lessons forgotten. Just recently, my partner, and financial planning “guru,” Richard Rosso, shared some analysis on Russell Napier’s classic book, “Anatomy Of The...
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Technically Speaking: Market Rises As The Economy Reopens
Market rises as the economy reopens. The question, however, is what happens next? While there has been much debate from the economic perspective, the market has risen in anticipation of the event. Is...
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The Crosscurrents of In/De-Flation
The Crosscurrents of In/De-flation The remarkable deflationary and inflationary crosscurrents swirling through the economy are grossly underappreciated and misunderstood. Need proof? Watch CNBC or read...
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Michael Markowski: Interim Relief Rally Highs Will Soon Occur
Interim Relief Rally Highs Will Soon Occur Based on the signals from the SCPA (crash statistical probability analyses) and the Bull & Bear Tracker algorithms its probable that the stock markets of...
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Robertson: How To Survive The Market’s Ups and Downs
How to survive the market’s ups and downs. This is what everyone wants. In normal circumstances it is common to do a lot of things with little conscious thought or effort — almost as if on autopilot....
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S&P 500 Monthly Valuation & Analysis Review – 5-01-2020
S&P 500 Monthly Valuation & Analysis Review J. Brett Freeze, CFA, founder of Global Technical Analysis. Each month Brett will provide you their valuable S&P 500 Valuation Chart Book. This...
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#WhatYouMissed On RIA This Week: 05-01-20
What You Missed On RIA This Week. We know you get busy, and with so much investing content pushed out every week from the RIA Team, here is a weekly synopsis of what you missed on RIA this week. Our...
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#MacroView: The Fed Is Permanently Stuck At Zero
The Fed is now permanently stuck at zero. The negative 4.8% decline in GDP in the first quarter was stunning. Importantly, that reading only encapsulated the impact of the economic “shutdown” in that...
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“Sell In May” Might Be A Good Risk Strategy This Year (Full Report)
“Sell In May” Might Be A Good Risk Strategy This Year MacroView: The Fed, Permanently Stuck At Zero Financial Planning Corner: 12-Steps To Retirement (Webinar) Sector & Market Analysis 401k Plan...
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Technically Speaking: Will The Market Retest Lows This Summer?
Will the market retest lows this summer? In this past weekend’s commentary, I discussed the end of the seasonally strong period for the market. “Despite the sell-off on the last day of April, the Best...
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Extraordinarily Uncertain Indeed
On April 29, 2020, Jerome Powell said: “both the depth and duration of the economic downturn are extraordinarily uncertain.” We are often critical of Federal Reserve policy and contradictory economic...
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#WhatYouMissed On RIA This Week: 05-08-20
What You Missed On RIA This Week. We know you get busy, and with so much investing content pushed out every week from the RIA Team, here is a weekly synopsis of what you missed on RIA this week. Our...
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Depressionary Economy Vs. A Bull Market. Both Can’t Be Right.
The Great Divide: A Depressionary Economy Versus A Bull Market MacroView: “Savings Mirage” Won’t Save The Economy Financial Planning Corner: The Great Reset (Webinar) Sector & Market Analysis 401k...
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Economically Speaking: The Stock Market Is Not The Economy?
“The stock market is not the economy.” Such is the latest rationalization to support the “bull market” narrative. The question, however, is the validity of the statement. As I noted in this past...
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Putting A Price on the S&P 500
Putting a Price on the S&P 500 Honey, I bought a new set of golf clubs for 40% off. What a deal! Dearest, I also found a bargain. I bought XYZ stock at $30, and it was trading at $50 two weeks ago....
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Markowski: Secular Nature Of The Stock Market & Fed’s Uphill Battle
The secular nature of the stock market is well documented. The S&P 500’s rally from its March 2020 low to within 13.2% of its 2020 high has been primarily fueled by the US Federal Reserve’s...
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#WhatYouMissed On RIA This Week: 05-15-20
What You Missed On RIA This Week. We know you get busy. So, with so much investing content pushed out each week from the RIA Team, here is a synopsis of what you missed. A collection of our best...
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Stuck In The Middle As Seasonal Sell Signals Trigger 05-16-20
In this issue of “Stuck In The Middle As Seasonal Sell Signals Trigger:” View Of The Markets & Portfolio Positioning MacroView: Why Jeremy Siegel Is Wrong About Bonds Sector & Market Analysis...
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