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On My Radar: Nitroglycerin on a Bumpy Road

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March 10, 2017 By Steve Blumenthal “There have been 13 Fed rate hike cycles in the post-WWII era and 10 landed the economy in recession. Soft landings are rare and when they have occurred, they have come in the third year of the expansion, not the eighth.” - David Rosenberg, Gluskin Sheff + [...]Read More >

On My Radar: Valuations and Subsequent Ten-Year Returns

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March 3, 2017 By Steve Blumenthal “Big money is made in the stock market by being on the right side of the major moves. The idea is to get in harmony with the market. It's suicidal to fight trends. They have a higher probability of continuing than not.” Martin Zweig At the beginning of each [...]Read More >

On My Radar: Fed Eyes Aggressive Rate Increases

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February 24, 2017 By Steve Blumenthal “You look at every bear market… they’ve always basically occurred because of an uptick in inflation and an uptick in interest rates.” - Paul Tudor Jones Citing an improving economy and the possibility of more spending and lower taxes from the Trump [...]Read More >

On My Radar: Blood in the Streets, Indeed

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February 17, 2017 By Steve Blumenthal “Perhaps the biggest risk facing investors this year and beyond is whether bond yields will suffer a sustained rise. We are increasingly worried that the bond market is undergoing a secular pivot from bullish to bearish, and that investors are facing an [...]Read More >

Trade Signals — High Inflationary Pressures

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By Steve Blumenthal February 15, 2017 S&P 500 Index -- 2,340 This week I have posted my favorite Inflation Signal chart.  It is signaling high inflationary pressures.  Following is a brief description of Trade Signals followed by the most recent data, charts and commentary.  Have a great [...]Read More >

On My Radar: A Quiet Giant of Investing Weighs In on Trump

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February 10, 2017 By Steve Blumenthal “President Trump may be able to temporarily hold off the sweep of automation and globalization by cajoling companies to keep jobs at home, but bolstering inefficient and uncompetitive enterprises is likely to only temporarily stave off market forces,” he [...]Read More >

On My Radar: Looking for a Good Bargain

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February 3, 2017 By Steve Blumenthal “There’s only one reason a share goes to a bargain price: Because other people are selling. There is no other reason. To get a bargain price, you’ve got to look for where the public is most frightened and pessimistic.” “Looking for a good investment is [...]Read More >