July 5, 2013 By Steve Blumenthal Money will move to where it is treated best. One needs to have a global view and understand that we are deeply interconnected. The grand experiment moves forward and we are not alone in the chemistry lab. Europe, Japan, China and the U.S. are all printing on [...]Read More >
Trade Signals: Extreme Pessimism Reached
S&P 500 Index 1605 By Steve Blumenthal July 3, 2013 Investor Sentiment dropped into the Extreme Pessimism zone over the past week and has since moved back into the Neutral zone. This is a statistically positive event as evidenced by the 15.1% gain/annum. There is good support at 1560 on [...]Read More >
Steve on Fox Business: After the Bell
Watch the latest video at video.foxbusiness.com Steve joined David Asman and Liz Claman on After the Bell on Friday, June 28 to talk about modernizing portfolio allocations in today's investment world. He suggests a shift from the traditional 60/40 portfolio. [...]Read More >
On My Radar: June 28, 2013
June 28, 2013 By Steve Blumenthal This week, I discuss two relevant thoughts and first share a few thoughts on the recent spike in interest rates: Total Credit Market Debt is still too high The Tipping Point The big headwind to growth remains debt, deficits and entitlements. At the [...]Read More >
Trade Signals: Nearing Extreme Pessimism
S&P 500 Index 1602 By Steve Blumenthal June 26, 2013 Investor Sentiment continues to move lower within the Neutral zone and is very close to moving into the Extreme Pessimism (Bullish) zone. Following are the most recent Investor Sentiment charts, reflecting the current cyclical bullish [...]Read More >
On My Radar: Fisher & Volcker
June 21, 2013 By Steve Blumenthal This week, I discuss four relevant thoughts: Fisher and Volcker – Some common sense exists China - Japanese-style deflation Italian Showdown with Germany over Euro is Near One more to celebrate – Stephen Mittel Dallas Fed President Richard [...]Read More >
Trade Signals: Sentiment & Cyclical Trend Charts
S&P 500 Index 1648 By Steve Blumenthal June 19, 2013 Investor Sentiment remains in the Neutral zone. I note that our CMG Managed HY Bond Program moved back into high yield bonds yesterday. High yields have historically been a good indicator of market trend. A short-term [...]Read More >
Financial Advisor: The New Modern Portfolio Theory
Steve was featured in the Expert Views section of FA Magazine on June 14. Read the excerpt below or click here to take a look at the full byline. Excerpt: Nearly half of all advisors are using some sort of tactical investment strategy, according to new research from Cerulli Assocites. This [...]Read More >
On My Radar: The Grand Experiment Act IV
June 14, 2013 By Steve Blumenthal This week, I discuss five relevant thoughts: Dallas Fed President Richard Fisher on “The Grand Experiment in Modern Monetarism” El-Erian on “What the Markets are Telling Us” John Mauldin on Japan AQR’s Cliff Asness showing the forward return outlook of [...]Read More >
Trade Signals: Sentiment, Valuation & Logical Support
S&P 500 Index 1612 By Steve Blumenthal June 12, 2013 Investor Sentiment is finally working off Extreme Optimism. I share the most recent Investor Sentiment charts, a valuation chart and a few technical charts that indicate logical levels of market support. Sentiment Update – [...]Read More >
John Mauldin: Banzai! Banzai! Banzai!
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On My Radar: Shifts, Shocks and Currency Wars
June 7, 2013 By Steve Blumenthal “A Race to the Bottom”. It was April 2, 2011 and the call came. I had just gotten off the ski lift at nearly 12,000 feet on top of Snowbird mountain (Utah). “Are you sitting down?” No, I answered, what happened? Mauldin was to fly up to have dinner with me [...]Read More >
Steve on Bloomberg Radio
Steve joined Pimm Fox for his radio show on Bloomberg Radio "Taking Stock". Click here to listen to the segment. [...]Read More >
Steve on TheStreet.com
Steve visited with Gregg Greenberg on TheStreet.com give some insight into his stock picks right now. He touches on Google, Johnson & Johnson, T. Rowe Price and Visa. Click here to watch the video. [...]Read More >
Trade Signals: Under Pressure
S&P 500 Index 1610 By Steve Blumenthal June 5, 2013 Investor Sentiment remains extreme. The High Yield bond market continues to decline in price. The equity markets remain under pressure. We'll see how much of the overbought, over-bullish environment will be worked off. I'm watching for [...]Read More >
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