S&P 500 Index 1782 By Steve Blumenthal December 11, 2013 As I mentioned in last week’s piece, there are simply too many bulls and two few bears. In fact, the lowest number of bears since 1987. This is concerning. Expect a correction. This week, along with the usual sentiment and [...]Read More >
On My Radar: Secret Sauce
December 6, 2013 By Steve Blumenthal It was a rough call with an advisor friend. Corporate profits are on the rise and he is of the view that those profits will continue rising thus proclaiming, “we are in a unique new period”. I’m of the view that he’s wrong. Boy - do we all want to be [...]Read More >
Trade Signals: Too Much Optimism
S&P 500 Index 1798 By Steve Blumenthal December 4, 2013 Each week I try to add an interesting chart or two. This week, along with the usual sentiment and cyclical trend charts, I have included an additional sentiment chart plotting Investors Intelligence weekly survey of financial advisors [...]Read More >
On My Radar: Euthanasia of the Economy?
November 29, 2013 By Steve Blumenthal Today I share our UK partner, Niels Jensen’s, November client letter. I always enjoy Niels thinking and particularly enjoyed this letter. It begins, “In his masterpiece The General Theory of Employment, Interest and Money, John Maynard Keynes referred to [...]Read More >
Trade Signals: Hedged & Happy
S&P 500 Index 1805 By Steve Blumenthal November 27, 2013 Each week I try to add an interesting chart or two. This week, along with the usual sentiment and cyclical trend charts, I have included a chart that supports the old adage - Don’t Fight the Fed. For now the cyclical trend remains [...]Read More >
Barron’s: Emerging Markets Daily
Barron's reporter, Shuli Ren poses the question "How Much Weight Should EMs Have In Your Portfolio?" She spoke with Steve to talk about exposure in Emerging Markets and whether or not the MSCI ACWI’s 8% exposure is enough. To read the article on Barron's, click here. [...]Read More >
On My Radar: Doesn’t Matter, Doesn’t Matter, Matters!
November 22, 2013 By Steve Blumenthal Each week it is the same routine. As I read through a diverse pool of research my head clicks, "doesn't matter, doesn't matter, matters." Who are the players at the table (prop desks, market makers, hedge funds, pension managers, foreigners, individuals, [...]Read More >
Trade Signals: Even Higher Extreme Sentiment Readings
S&P 500 Index 1791 By Steve Blumenthal November 20, 2013 Trade Signals is designed to help you navigate the risks and rewards of the stock market. I believe a less certain investment outlook is ahead due to unmanageable debt, entitlements and unprecedented central bank manipulation. Debt [...]Read More >
On My Radar: Out of Gas
November 15, 2013 By Steve Blumenthal I’m in San Diego this week speaking at the Bloomberg ETF Master Class Conference– an interesting group of advisors seeking further knowledge on trading ETFs. Throughout the conference, I kept thinking about being in the midst of a speculative spike in the [...]Read More >
Trade Signals: Extreme Sentiment & a Bipolar Bond Market
S&P 500 Index 1767 By Steve Blumenthal November 13, 2013 Trade Signals is designed to help you navigate the risks and rewards of the stock market. I believe a less certain investment outlook is ahead due to unmanageable debt, entitlements and unprecedented central bank manipulation. Debt [...]Read More >
On My Radar: Leadership & Risk
November 8, 2013 By Steve Blumenthal “The task of leadership is not to put greatness into people, but to elicit it, for the greatness is there already.” John Buchan “If I have seen farther than others, it is because I was standing on the shoulder of giants.” Isaac Newton I’m in Denver this [...]Read More >
Trade Signals: Optimism, Cyclical Bull & Valuation Targets
S&P 500 Index 1769 By Steve Blumenthal November 6, 2013 Trade Signals is designed to help you navigate the risks and rewards of the stock market. I believe a less certain investment outlook is ahead due to unmanageable debt, entitlements and unprecedented central bank manipulation. Debt [...]Read More >
The Blumenthal Viewpoint – On Your Mark, Get Set, Go!
By Steve Blumenthal November 1, 2013 When you were a kid and you and your friends would line up for a race, someone would shout, “on your mark, get set, go!” Oh, how we all positioned to win. Flashback to April 2011. My cell phone rang – it was John Mauldin. “Are you sitting down?” he [...]Read More >
Trade Signals – Extreme Optimism: Establish Risk Protection Today
S&P 500 Index 1776 By Steve Blumenthal October 30, 2013 Trade Signals is designed to help you navigate the risks and rewards of the stock market. I believe a less certain investment outlook is ahead due to unmanageable debt, entitlements and unprecedented central bank manipulation. Debt [...]Read More >
On My Radar: Animal Spirits
October 25, 2013 By Steve Blumenthal Can you feel it? I feel it and I feel fine. Investor Optimism is rising once again and there is a clear sense of confidence. So it is with an eye towards risk that I share two great discussions on how interwoven the global markets are to one another. [...]Read More >
- « Previous Page
- 1
- …
- 81
- 82
- 83
- 84
- 85
- …
- 106
- Next Page »