February 11, 2021 By Steve Blumenthal "In the end, there is always inflation." - Ray Dalio, Co-Chairman and Co-Chief Investment Officer, Bridgewater Associates, LP The hottest inflation news in 40 years hit the wires this week. The January Consumer Price Index report showed the most significant [...]Read More >
Trade Signals – Inflation Surges 7.5%… 10-Year Treasury Yield Tops 2%
By Steve Blumenthal February 9, 2022 S&P 500 Index -- 4,587 Posted each Wednesday, Trade Signals provides a summary of select Equity, Fixed Income, Sentiment, Economic and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the return [...]Read More >
On My Radar – A Story of Hope
February 4, 2021 By Steve Blumenthal Pause the story of hope for just a minute as I do my best to set the stage. Jeremy Grantham is calling our current state a "Super Bubble." If you missed it, last week's On My Radar was titled "Three Sigma – Three Events in the Last 100 Years (Until Now)." [...]Read More >
Trade Signals – Dr. Copper Turns Negative on the Global Economy
By Steve Blumenthal February 2, 2022 S&P 500 Index -- 4,350 Posted each Wednesday, Trade Signals provides a summary of select Equity, Fixed Income, Sentiment, Economic and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the return [...]Read More >
Thoughts from the Frontline: So Goes the Year?
By John Mauldin Posted: January 29, 2022 You’ve heard the old stock market adage, “As goes January, so goes the year.” If so, 2022 will be a wild ride. Of course, in this context “wild” doesn’t necessarily mean a loss. But it could, and given the well-documented human tendency to buy high and [...]Read More >
On My Radar: Three Sigma – Three Events in the Last 100 Years (Until Now)
January 28, 2021 By Steve Blumenthal “A two sigma is the kind of deviation that should occur every 44 years. Because we're a little wilder and less efficient than we should be, it happens every 35 years. Every 35 years feels about right… one event in a career and twice in a lifetime. Three [...]Read More >
Trade Signals – Downside Risks Remain
By Steve Blumenthal January 26, 2022 S&P 500 Index -- 4,350 Posted each Wednesday, Trade Signals provides a summary of select Equity, Fixed Income, Sentiment, Economic and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the return [...]Read More >
CMG Mauldin Smart Core Quarterly Conference Call – 4Q 2021
January 20, 2022 Hosted by: Brian Schreiner Senior Vice President, Private Wealth Group, CMG Capital Management Group Segment 1 (03:25): Interview with John Mauldin, Chief Economist & Co-Portfolio Manager, CMG Capital Management Group Segment 2 (10:40): Interview with Steve [...]Read More >
On My Radar: Current Valuations and Possible Future Returns (2022 to 2032)
January 21, 2021 By Steve Blumenthal “I don’t think the Federal Reserve and this leadership has the stamina to act decisively. In order to turn the market around to a more non-inflationary attitude, you have to shock the market. You can’t raise interest rates bit by bit.” - Dr. Henry [...]Read More >
Trade Signals – Zweig Bond Model, Margin Debt Rate-of-Change and Global Recession Model Signaling Caution
By Steve Blumenthal January 19, 2022 S&P 500 Index -- 4,570 Posted each Wednesday, Trade Signals provides a summary of select Equity, Fixed Income, Sentiment, Economic and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the return [...]Read More >
On My Radar: Investors are “All In” – 71% Stocks, 15% Cash, 14% Bonds
January 14, 2022 By Steve Blumenthal “Inflation is always and everywhere a monetary phenomenon in the sense that it is and can be produced only by a more rapid increase in the quantity of money than in output.” – Milton Friedman (July 31, 1912 – November 16, 2006), American [...]Read More >
Trade Signals – Equity Signals Remain Bullish; Fixed Income Signal Moves to Sell
By Steve Blumenthal January 12, 2022 S&P 500 Index -- 4,793 Posted each Wednesday, Trade Signals provides a summary of select Equity, Fixed Income, Sentiment, Economic and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the return [...]Read More >
On My Radar: Tough Love in Fed Minutes
January 7, 2022 By Steve Blumenthal “An optimist understands that life can be a bumpy road, but at least it is leading somewhere. They learn from mistakes and failures and are not afraid to fail again.” – Harvey McKay, seven-time New York Times best-selling author of "Swim With The Sharks [...]Read More >
Trade Signals – Tough Love in Fed Minutes
By Steve Blumenthal January 5, 2022 S&P 500 Index -- 4,793 Posted each Wednesday, Trade Signals provides a summary of select Equity, Fixed Income, Sentiment, Economic and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the return [...]Read More >
The Great Reset 2022 Update
We ask that you provide some basic information in the following form. Once you hit submit, "The Great Reset - 2022 Update" report will appear on your screen. Click on it to download the paper to your computer. We hope you find it informative. Please know that the privacy of your personal [...]Read More >
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