May 17, 2019 By Steve Blumenthal “The only outcomes are an orderly restructure or unorderly restructure [of the debts].” - William White Former Chief Economist of the Bank for International Settlements The Bank for International Settlements (BIS) is known as the central banker’s banker. [...]Read More >
Trade Signals – Despite Geopolitical Risks, Equity and Fixed Income Signals Stay Bullish
By Steve Blumenthal May 15, 2019 S&P 500 Index -- 2,820 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: Your Pension May Be Monetized
By John Mauldin May 10, 2019 One difficulty in analyzing our economic future is the sheer number of potential crises. When so much couldgo wrong (and really right, when the exponential technologies I foresee get here), it’s hard to isolate, let alone navigate, the real dangers. We are [...]Read More >
On My Radar: Valuation Data, Coming Returns, Recession Charts and Mauldin SIC
May 10, 2019 By Steve Blumenthal "Corrections happen during growth-rate cycle slowdowns, they don't require a recession." - Lakshman Achuthan, Economic Cycle Research Institute On Sunday afternoon, I fly to Dallas to attend the 16th annual Mauldin Economics Strategic Investment Conference (SIC). [...]Read More >
Trade Signals – Percentage of Investor Money in Equities Near Record High
By Steve Blumenthal May 8, 2019 S&P 500 Index -- 2,879 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: The Rules Will Change but That’s (Probably) OK
By John Mauldin April 19, 2019 “But the emperor has nothing at all on!” said a little child. “Listen to the voice of innocence!” exclaimed his father; and what the child had said was whispered from one to another. “But he has nothing at all on!” at last cried out all the people. The emperor was [...]Read More >
On My Radar: Parkinson’s, Stock Buybacks and the Hong Kong Short
May 3, 2019 By Steve Blumenthal “Forty decades of a single market environment tends to create bad investing habits. U.S. interest rates have steadily fallen since 1981. Investors have consistently benefited from using long-term bonds and taking interest rate risk.” – @movement_cap I remember [...]Read More >
Trade Signals – Market Overbought, but Trend Continues to Lean Bullish
By Steve Blumenthal May 1, 2019 S&P 500 Index -- 2,952 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 >
SIC Conference – Breakfast with John Mauldin
BREAKFAST WITH JOHN MAULDIN Wednesday, May 15, 2019, 6:45 am Strategic Investment Conference 2019 in Dallas Opportunities Ahead and How to Tap into the Mauldin Network You are cordially invited to an exclusive breakfast discussion on Wednesday, May 15, in the Trinity Ballroom of the Omni Hotel [...]Read More >
On My Radar: Investors are Willing to do Almost Everything; HY Price Trend Holds the Key
April 26, 2019 By Steve Blumenthal “As an investor, you make the most money when you do things that other people aren’t willing to do, like taking risks others shun. Attractive investment opportunities arise when you spot some security or some part of the market being ignored and you come to the [...]Read More >
Trade Signals – Flashing Green
By Steve Blumenthal April 24, 2019 S&P 500 Index -- 2,934 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: Peace is Its Own Reward
April 19, 2019 By Steve Blumenthal “Peace is its own reward.” - Mahatma Gandhi This week’s post is holiday-weekend short. Grab that coffee and find your favorite chair. You’ll find a simple chart that shows the history of cyclical bull and bear markets (with returns before and after inflation). [...]Read More >
Trade Signals – Extreme Optimism, Resistance at Highs, Sell in May and Go Away?
By Steve Blumenthal April 17, 2019 S&P 500 Index -- 2,878 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: Japanified World Ahead
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On My Radar: Delicate Moment
April 12, 2019 By Steve Blumenthal "The economy is a collection of emotions." - Kenneth Langone Speaking to first-year NYU medical students, Kenneth G. Langone and his wife, Elaine, stepped to the podium. Their announcement shook the room. “From this point on, NYU Medical School is tuition-free [...]Read More >
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