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 >
On My Radar: Siegel vs. Rogers
May 31, 2013 By Steve Blumenthal Paul Volker - Volcker Weighs In on Limits of Fed's Easy Money Policies On Wednesday Former Federal Reserve Chairman Paul Volcker waded into the debate over when to reduce today's ultra-easy U.S. monetary policies, contending that the benefits of bond buying [...]Read More >
Trade Signals: Big Mo Can Make You Dough
S&P 500 Index 1649 By Steve Blumenthal May 29, 2013 Investor Sentiment remains extreme. We are also seeing some initial cracks in the bond market (i.e. rising interest rates). The CMG Managed High Yield Bond Program moved to a sell signal last week and with yields hitting record lows [...]Read More >
On My Radar: PIMCO’s Blender
May 24, 2013 By Steve Blumenthal PIMCO’s Blender Being the investment geek that I am, there are several annual research meetings that I eagerly await to read about each year. One of which is PIMCO’s Annual Secular Forum. Picture a room full of some of the industry’s brightest thought [...]Read More >
Trade Signals: May 22, 2013
S&P 500 Index 1669 By Steve Blumenthal May 22, 2013 Sentiment Update – Extreme Optimism Investor Sentiment remains in the Extreme Optimism zone. Risk remains elevated. Investment Sentiment charts 5-21-2013: Chart 1. NDR Crowd Sentiment Poll – Extreme Optimism (Bearish) – I [...]Read More >
On My Radar: May 17, 2013
May 16, 2013 By Steve Blumenthal High Yield bonds - Some Insight from a 20 year HY veteran The yield on the Bank of America - Merrill Lynch High Yield Bond Index moved below 5% recently. Just a month ago it set a record low yield by moving below 6% for the first time. The Fed’s plan of a [...]Read More >
Trade Signals: Extreme Optimism Again
S&P 500 Index 1657 By Steve Blumenthal May 15, 2013 Sentiment Update – Extreme Optimism Investor Sentiment remains in the Extreme Optimism zone. I continue to suggest a hedged approach as it relates to your long-term equity portion of your portfolio. The cost is relatively nominal and [...]Read More >
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