By Steve Blumenthal November 11, 2021 S&P 500 Index -- 4,659 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: Valuations and Coming Returns
November 5, 2021 By Steve Blumenthal "Taking on a challenge is a lot like riding a horse, isn't it? If you're comfortable while you're doing it, you're probably doing it wrong." ― Coach Ted Lasso Jerome Powell delivered the tapering news everyone expected. It begins. However, central bankers [...]Read More >
Trade Signals – Taper Has Arrived
By Steve Blumenthal November 3, 2021 S&P 500 Index -- 4,636 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 – 3Q 2021
October 21, 2021 Hosted by: Brian Schreiner Senior Vice President, Private Wealth Group, CMG Capital Management Group Segment 1 (03:34): Interview with John Mauldin, Chief Economist & Co-Portfolio Manager, CMG Capital Management Group Segment 2 (14:30): Interview with Brian Sanborn, [...]Read More >
On My Radar: The Inefficiency of Debt
October 29, 2021 By Steve Blumenthal "Excessive indebtedness acts as a tax on future growth and it is also consistent with Hyman Minsky’s concept of 'Ponzi finance,' which is that the size and type of debt being added cannot generate a cash flow to repay principal and interest. While the debt has [...]Read More >
Trade Signals – GMO’s 7-Year Asset Class Real Return Forecasts
By Steve Blumenthal October 27, 2021 S&P 500 Index -- 4,574 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: Gaining Edge
October 22, 2021 By Steve Blumenthal "Gaining an edge in investing is challenging. Traditionally, investors tackle this challenge by attempting to gain an information advantage. Investors also seek more data and information looking to confirm or deny the ‘fitness’ of an investment idea. Seeking [...]Read More >
Trade Signals – Probability of Two Fed Rate Hikes in 2022 at 93.75%
By Steve Blumenthal October 20, 2021 S&P 500 Index -- 4,354 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: Logistical Sandpiles
By John Mauldin Posted: October 15, 2021 At the risk of overusing a favorite metaphor, today we’ll talk about sandpiles. My past sandpile stories focused on financial crises. The same principle holds in any complex system, though. Everything works until suddenly it doesn’t. [...]Read More >
On My Radar: Inflation Timing
October 15, 2021 By Steve Blumenthal "Inflation is when you pay fifteen dollars for the ten-dollar hair-cut you used to get for five dollars when you had hair." ― Sam Ewing, Former Baseball Player, Chicago White Sox, Toronto Blue Jays Inflation is important to businesses and governments, which [...]Read More >
Trade Signals – Stagflation: Not So Transitory?
By Steve Blumenthal October 13, 2021 S&P 500 Index -- 4,354 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: China, China, China
October 8, 2021 By Steve Blumenthal "These are not regulatory events.... These are policy interventions to reshape Chinese society, guided by Xi’s personal agenda, intended to effect objectives that aren’t always knowable." ― Andrew Foster, CIO, Seafarer Capital Partners, LLC In April, [...]Read More >
Trade Signals – Deterioration in Technicals
By Steve Blumenthal October 6, 2021 S&P 500 Index -- 4,359 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: Lacy Hunt, Felix Zulauf, and Grant Williams
October 1, 2021 By Steve Blumenthal "Bonds continue to sell off as investors reprice for a less-friendly central bank policy setting and a gnawing realization that cost pressures from the squeeze on supply chains are going to linger for longer." ― David Rosenberg, President and Chief [...]Read More >
Trade Signals – Ten-Year Treasury Note 1.54%
By Steve Blumenthal September 29, 2021 S&P 500 Index -- 4,359 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 >
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