December 31, 2021 By Steve Blumenthal “In my view, modern monetary theory ("MMT") has been tried, tested, and failed.” - Dr. Lacy Hunt, Executive Vice President, Hoisington Investment Management Company Let me begin by wishing you a Happy New Year. Today, I share an outstanding discussion. Camp [...]Read More >
Trade Signals – 2022 Investment Outlook
By Steve Blumenthal December 29, 2021 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 >
Trade Signals – Merry Christmas: An All-Time Record High for SPY
By Steve Blumenthal December 22, 2021 S&P 500 Index -- 4,734 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: Inflation by the Numbers
By John Mauldin Posted: December 17, 2021 Milton Friedman famously said inflation is “always and everywhere a monetary phenomenon.” He was right but that short statement doesn’t fully explain how inflation works. It has other causes, too. The period in which he did [...]Read More >
On My Radar: The Fed, Valuations, and Genius
December 17, 2021 By Steve Blumenthal “I would say, asset valuations... are somewhat elevated.” - Federal Reserve Board Chair Jerome Powell, Wednesday, December 15, 2021 One part of today’s On My Radar missive is dull, the second is obvious, and the third is outright intoxicating. We’ll look at [...]Read More >
Trade Signals – Fed to Aggressively Dial Back Bond Buying, Sees Three Rate Hikes in 2022
By Steve Blumenthal December 15, 2021 S&P 500 Index -- 4,687 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 Game of Chess
December 10, 2021 By Steve Blumenthal “Like a chess player, one has to observe the enemy’s moves as well as one’s own.” ― Muhammad ibn Ali ibn Sulayman al-Rawandi, Rahat al-Sudur wa Ayat al-Surur (AD 1202-07) Russia, China, and Iran. Important developments this week that are worth our [...]Read More >
Trade Signals – Don’t Fight the Tape or the Fed
By Steve Blumenthal December 8, 2021 S&P 500 Index -- 4,687 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: London Calling
December 3, 2021 By Steve Blumenthal "If you don't do it this year, you'll be one year older when you do." ― Warren Miller, American ski and snowboarding filmmaker By the time today's OMR hits your inbox, I'll be in a pub in London with my son Kyle. Kyle's a senior in college and is doing a [...]Read More >
Trade Signals – Time to Retire the Word “Transitory”
By Steve Blumenthal December 1, 2021 S&P 500 Index -- 4,675 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 – The Role of the Fed
November 26, 2021 By Steve Blumenthal "I have no doubt that we are in a raging mania in all assets," Stan Druckenmiller told CNBC in May. "I also have no doubt that I don't have a clue when that's gonna end." ― Stanley Druckenmiller, American investor, hedge fund manager, and [...]Read More >
Trade Signals – Happy Thanksgiving
By Steve Blumenthal November 24, 2021 S&P 500 Index -- 4,675 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: What Inflation Means to Stock Prices
November 19, 2021 By Steve Blumenthal "People don't care how much you know until they know how much you care." ― Theodore Roosevelt Jr., 26th President of the United States If you’ve been following the journey of my wife Susan’s soccer team often highlighted over the last several months in each [...]Read More >
Trade Signals – “Sticky” is the New “Transitory”
By Steve Blumenthal November 17, 2021 S&P 500 Index -- 4,693 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: Ray Dalio on Inflation
November 12, 2021 By Steve Blumenthal “There isn’t an individual, organization, country, or empire that hasn’t failed when it lost its buying power. To be successful one must earn an amount that is at least equal to the amount one spends. Those who spend modestly and have a surplus are more [...]Read More >
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