S&P 500 Index 1540 By Steve Blumenthal March 6, 2013 RISK OFF Hedge Long Equity Exposure and/or Defensively Raise Cash. Uncharacteristically, while the market rallied from 1496 to 1540 since last Wednesday’s post, sentiment moved from Excessive Optimism to Neutral. I expected [...]Read More >
Druckenmiller on CNBC (video)
Kevin Warsh, Hoover Institution; Ken Langone, Invemed Associates; Stanley Druckenmiller, former chairman & CEO, Duquesne Capital Management; and Geoffrey Canada, Harlem Children's Zone CEO, share their strategies on investing for the future. [...]Read More >
Steve on TheStreet.com: “Here’s Why Your Old Asset Allocation Isn’t Working”
Steve was interviewed by TheStreet.com's Gregg Greenberg...check out the video and find out why he suggests that investors revamp their old stock/bond asset allocations by adding tactical and alternative strategies. [...]Read More >
On My Radar: March 1, 2013
March 1, 2013 By Steve Blumenthal While the Fed pumps the system with its super steroid mix, beneath the surface the risks mount. Two links today: First, Stan Druckenmiller (famed hedge fund manager and former chief strategist for George Soros) and second, a research piece from Research [...]Read More >
Christopher Brightman, Research Affiliates: 1%…The New Normal Growth Rate?
1%...The New Normal Growth Rate? [...]Read More >
Trade Signals: February 27, 2013
S&P 500 Index 1496 By Steve Blumenthal February 27, 2013 RISK OFF Hedge Long Equity Exposure and/or Defensively Raise Cash. Excessive Investor Optimism Extremes remain though Daily Trading Sentiment is beginning to improve. Investment Sentiment charts 2-27-2013: Chart 1. NDR [...]Read More >
Hoisington Quarterly Review & Outlook “Tax Consequences: From Gain to Drain”
Tax Consequences: From Gain to Drain [...]Read More >
On My Radar: February 22, 2013
February 22, 2013 By Steve Blumenthal Currency War has been on my radar for some time. It is about human behavior and probable reaction to crisis. The issue, as we know, is a developed world stuck in unmanageable debt and entitlements. The unique challenge this time is that the UK, EU, US, [...]Read More >
Shiller PE Chart – NDR GAAP PE Chart – Money Supply and Monetary Base
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Roubini – Nations are Using QE as a Proxy for Currency Wars (Video)
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Ambrose Evans-Pritchard – Japan Mulls Foreign Bond Buys. G20 Currency Truce Shortlived.
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Jim Rickards – Currency Wars: Germany Repatriates Gold (Video)
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WSJ – Budget Cuts May Give Market Reality Check, by Daisy Maxey
Steve's comments in the Wall Street Journal. [...]Read More >
Jefferson National Partners with CMG Capital Management Group to Launch Next New Suite of Tactically Managed Model Portfolios
[...]Read More >
Trade Signals: February 20, 2013
S&P 500 Index 1514 By Steve Blumenthal February 20, 2013 RISK OFF Hedge Long Equity Exposure and/or Defensively Raise Cash. Excessive Investor Optimism Extremes. Investment Sentiment charts 2-19-2013: Chart 1. NDR Daily Trading Sentiment Composite. Excessive Optimism - RISK OFF [...]Read More >
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