An Awful Lot of Green And Upgraded Models image

An Awful Lot of Green And Upgraded Models

Good morning. We've got a new week on tap so let's get started with a review of my key market models/indicators and see where we stand. To review, the primary goal of this exercise is to try and remove any subjective notions about what "should" be happening in the market in an attempt to …
Should You Wait For Valuations To Improve? image

Should You Wait For Valuations To Improve?

One of my favorite Wall Street clichés relating to stock market valuations goes something like this: "Valuations don't matter until they do, and then they matter a lot." Actually, you can probably replace the word valuations with any issue you'd like and the phrase would stil…
All About Fund Flows? image

All About Fund Flows?

To say that the stock market has become a low-volatility game this year is definitely an understatement. For example, it has now been two months since the last time the S&P 500 dropped by 1% or more and according to Ned Davis Research, this is now the longest stretch without even a 3%…
Good Enough, But... image

Good Enough, But...

Good morning. It's a new week so let's get started with a review of my key market models/indicators and see where we stand. To review, the primary goal of this exercise is to try and remove any subjective notions about what "should" be happening in the market in an attempt to stay in line…
Out of Sync image

Out of Sync

I have written many times about the tendency for the market to follow various seasonal patterns. Frankly, it is eerie how often the S&P 500 winds up mirroring these historical cycles. To be sure, the market doesn't always follow the seasonal patterns and therefore, it doesn't pay to t…
The Next Bear Won't Look Like The Last One image

The Next Bear Won't Look Like The Last One

Don't look now fans, but the United States is enjoying one of the longest economic expansions in history. In fact, First Trust tells us that if the economy can avoid slipping into recession for the next 18 months, this will become the longest period of economic growth on record. Granted, …
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Steady As She Goes

Good morning. Although we're getting a late start to the week, market analysis definitely falls into the "better late than never" category. So, let's go ahead and review my key market models/indicators and see where we stand. To review, the primary goal of this exercise is to try and remo…
If You Knew What Would Happen Next... image

If You Knew What Would Happen Next...

As I have mentioned a time or two in the past, I think one of the biggest lessons investors (professional or otherwise) need to learn is to put the T.V. on mute, to avoid reading everything on the internet, to stop listening to "tips" and "trades," and to forget about the "fast money" alt…
Indicator Review: Looking For Confirmation image

Indicator Review: Looking For Confirmation

Good morning. Sadly, the first week of October starts with the news of the deadliest gunman attack in U.S. history. So, let me first say that our thoughts and prayers go out to the victims, the injured, and all those traumatized by the sickening attack that occurred in Las Vegas last nigh…
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What, Me Worry?

As long-time readers are likely aware, I believe in trying to keep portfolios "in tune" with the primary market trend. In this case, we're talking about the bull market in stocks, which began either on March 9, 2009, September 26, 2011, or February 8, 2016, depending on your time-frame/cy…