By John Mauldin June 21, 2019 Two weeks ago I started a mini-series in the form of an open letter responding to a series of essays by Ray Dalio, the founder of Bridgewater Associates. I wrote here and here that he was kinda, sorta wrong in Why and How Capitalism Needs to Be Reformed, Parts 1 and [...]Read More >
On My Radar: Mauldin Strategic Investment Conference 2019 (Part VI: Marks-Yusko Discussion)
June 21, 2019 By Steve Blumenthal “A lot of investors feel it isn’t hard, they just don’t know how. Because the more you think this is easy, the more you persuade yourself that you can take the heat. And then, the sooner the oven gets hot, the more shocked you are and the worse you get burned. [...]Read More >
Trade Signals – The Beat Goes On (Equity, HY, FI and Gold Trends Remain Bullish)
By Steve Blumenthal June 19, 2019 S&P 500 Index -- 2,919 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 Is Kinda, Sorta, Really Wrong, Part 2
By John Mauldin June 14, 2019 Last week we started a mini-series in the form of an open letter responding to a series of essays by Ray Dalio, the founder of Bridgewater Associates. I wrote that he was kinda, sorta wrong in Why and How Capitalism Needs to Be Reformed, Parts 1 and 2 but really, [...]Read More >
On My Radar: Mauldin Strategic Investment Conference 2019 (Part V: Investing in the Age Reversal Revolution)
June 14, 2019 By Steve Blumenthal “As for the markets, here’s the truth. The global ex-USA stock market index this cycle failed – failed! – to make a new high. It came close but never managed to take out the prior cycle high in 2007. And it is still down 15% from this cycle’s peak, even with the [...]Read More >
Trade Signals – The Two Most Important Signal Charts (To Keep On Your Radar)
By Steve Blumenthal June 12, 2019 S&P 500 Index -- 2,886 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 Is Kinda, Sorta, Really Wrong
By John Mauldin June 7, 2019 “The ideas of economists and political philosophers, both when they are right and when they are wrong, are more powerful than is commonly understood. Indeed, the world is ruled by little else. Practical men, who believe themselves to be quite exempt from any [...]Read More >
On My Radar: Mauldin Strategic Investment Conference 2019 (Part IV – Felix Zulauf)
June 7, 2019 By Steve Blumenthal “Optimizing learning and instruction often requires going against one’s intuitions, deviating from standard instructional practices, and managing one’s own learning activities in new ways.” - Dr. Bjork #TOVOInstitute #Intelligent #Training The greatest bull [...]Read More >
Trade Signals – Extreme Pessimism Suggest S/T Rally, Equity Trend Signals Weaker Yet Bullish
By Steve Blumenthal June 5, 2019 S&P 500 Index -- 2,803 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 >
On My Radar: Mauldin Strategic Investment Conference 2019 (Part III – William R. White)
May 31, 2019 By Steve Blumenthal “With the yield curve (3-month Treasury Bill vs. 10-year Treasury Note) now inverted on a more sustained basis, one can expect more downward pressure on equities, more volatility and more credit spread widening.” – David Rosenberg, Chief Economist & [...]Read More >
Trade Signals – Sell In May Back in Form
By Steve Blumenthal May 29, 2019 S&P 500 Index -- 2,783 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: Why Debt Won’t Spark Inflation
By John Mauldin May 25, 2019 Modern technology was supposed to make travel less necessary. We can meet by phone, video, and now in virtual reality. But we’re still traveling more than ever. I certainly am. The reason is simple: Technology can’t yet replace face-to-face conversation, and [...]Read More >
On My Radar: Mauldin Strategic Investment Conference 2019 (Part II – David Rosenberg)
May 24, 2019 By Steve Blumenthal “What we know about Fed tightening cycles is that they always expose and then expunge the bubble they created during the previous period of monetary expansion. I can take you back a century and show it to you. It’s like Mary Shelly’s Frankenstein… build up the [...]Read More >
Trade Signals – Record Share Buybacks, Trend Signals Mostly Positive (HY Sell Signal)
By Steve Blumenthal May 22, 2019 S&P 500 Index -- 2,856 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: Takeaways from the SIC
By John Mauldin May 17, 2019 There are these two young fish swimming along, and they happen to meet an older fish swimming the other way, who nods at them and says, “Morning, boys, how’s the water?” And the two young fish swim on for a bit, and then eventually one of them looks over at the other [...]Read More >
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