July 31, 2019 Hosted by: Brian Schreiner Senior Vice President, Private Wealth Group Segment 1: Interview with Co-Portfolio Managers: Steve Blumenthal - Executive Chairman and Chief Investment Officer, CMG, and John Mauldin - Chief Economist, CMG Segment 2 (20:25): Interview with ETF [...]Read More >
Trade Signals – Fed Day: “Cycle Peak Follows Fed Funds Peak”
By Steve Blumenthal July 31, 2019 S&P 500 Index -- 3,016 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators. Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >
On My Radar: “Whatever It Takes”
July 26, 2019 By Steve Blumenthal “Within our mandate, the ECB is ready to do whatever it takes to preserve the euro. And believe me, it will be enough.” – Mario Draghi, President, European Central Bank (July 26, 2012) Still reeling from the financial crisis, central bankers were scrambling to [...]Read More >
Trade Signals – Golden Rule Good, Not Perfect
By Steve Blumenthal July 24, 2019 S&P 500 Index -- 2,995 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators. Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >
Thoughts from the Frontline: Recession Rumbles
By John Mauldin July 19, 2019 I’m often asked if recession is coming, and for quite different reasons. Some people worry about their investments. Others are worried about their employment or their kids. Political types wonder if and how recession could affect the next election. To all those [...]Read More >
On My Radar: Dalio’s “Paradigm Shifts”
July 19, 2019 By Steve Blumenthal “I think now is a good time 1) to look at past paradigms and paradigm shifts and 2) to focus on the paradigm that we are in and how it might shift because we are late in the current one and likely approaching a shift.” – Ray Dalio, “Paradigm Shifts” (July 17, [...]Read More >
Trade Signals – Margin Debt Signals Warning
By Steve Blumenthal July 17, 2019 S&P 500 Index -- 2,995 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators. Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >
Thoughts from the Frontline: Ray Dalio-John Mauldin Discussion, Part 6
By John Mauldin July 12, 2019 This is the final letter of the six-part series of my reply to Ray Dalio’s essays. Here are some links to help you wrap it all together. Ray’s original letter: Why and How Capitalism Needs to Be Reformed, Parts 1 and 2 His follow-up: It’s Time to Look [...]Read More >
On My Radar: Mauldin Strategic Investment Conference Wrap-Up
July 12, 2019 By Steve Blumenthal “[I]f you could say well give me one rule to follow as an investor, just one, it would be, do the things that are unpopular. Everything else being equal, the things that are popular are overpriced the things that are unpopular are underpriced.” - Howard [...]Read More >
Trade Signals – Equity Markets Set New Highs on Expectations of Rate Cut; Increased Chance of US Recession?
By Steve Blumenthal July 10, 2019 S&P 500 Index -- 2,989 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators. Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >
Thoughts from the Frontline: Ray Dalio-John Mauldin Discussion, Part 5
By John Mauldin July 5, 2019 The belief that wealth subsists not in ideas, attitudes, moral codes, and mental disciplines but in identifiable and static things that can be seized and redistributed is the materialist superstition. It stultified the works of Marx and other prophets of violence [...]Read More >
Trade Signals – Equity Markets Continue to Rip, While Treasury Yields Fall to Lowest Level Since 2016
By Steve Blumenthal July 3, 2019 S&P 500 Index -- 2,978 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators. Market trends persist over time and stem from changes in risk premiums or the amount of return investors demand [...]Read More >
Thoughts from the Frontline: Ray Dalio-John Mauldin Discussion, Part 4
By John Mauldin June 28, 2019 This week is the fourth in a series of five open letters responding to a series of essays by Ray Dalio, the founder of Bridgewater Associates. His original letters are Why and How Capitalism Needs to Be Reformed, Parts 1 and 2 and It’s Time to Look More Carefully at [...]Read More >
On My Radar: The Dalio-Mauldin Debate on Capitalism
June 28, 2019 By Steve Blumenthal “You should invest more when the tickets in the bowl are in your favor. You should invest less when they are against your favor and what determines the mix of the tickets in the bowl largely where we stand in the cycle.” - Howard Marks Oaktree Capital and [...]Read More >
Trade Signals – Gold Breakout Impressive, Trend Signals Remain Green Across the Dashboard
By Steve Blumenthal June 26, 2019 S&P 500 Index -- 2,926 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators. Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >
- « Previous Page
- 1
- …
- 34
- 35
- 36
- 37
- 38
- …
- 106
- Next Page »