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 >
Investing in a Low-Growth World – Jeremy Grantham
GMO Quarterly Letter: February 2013 [...]Read More >
On My Radar: February 14, 2013
January 24, 2013 By Steve Blumenthal We frequently hear that the economy is bad so stocks are down or the economy is good so stocks are up. I'm sure you cringe along with me when you hear the news reports incorrectly justifying that day’s market move. I believe that the best predictors of [...]Read More >
Trade Signals: February 13, 2013
S&P 500 Index 1519 By Steve Blumenthal February 13, 2013 RISK OFF Hedge Long Equity Exposure and/or Defensively Raise Cash. Investment Sentiment charts 2-13-13: Chart 1. NDR Daily Trading Sentiment Composite. Excessive Optimism - RISK OFF (hedge). Also note the large “red” arrow [...]Read More >
On My Radar: February 7, 2013
February 7, 2013 By Steve Blumenthal Not since February 2000 (not a typo) has more money raced into equity funds until this past January 2013. I hear Sir John Templeton whisper in my head, “Sell when everyone else is buying”. He also advised to, “Buy when everyone else is selling,” though that [...]Read More >
Trade Signals: February 6, 2013
S&P 500 Index 1507 By Steve Blumenthal February 6, 2013 RISK OFF Hedge Long Equity Exposure and/or Defensively Raise Cash. Investment Sentiment charts 2-6-13: Chart 1. NDR Daily Trading Sentiment Composite. Excessive Optimism - RISK OFF (hedge). Today, The Daily Trading [...]Read More >
The Blumenthal Viewpoint: February 1, 2013
February 1, 2013 By Steve Blumenthal The Race to Debase “I think they can pull it off”, he says. “Pull what off”, I ask? “The Fed, you know, the printing of all this new money to bail us out of our debt mess. I think it just might work.” I cringe and quietly think my friend has drunk too [...]Read More >
Trade Signals: January 30, 2013
S&P 500 Index 1501 By Steve Blumenthal January 30, 2013 RISK OFF Raise Cash and/or Hedge Long Equity Exposure. Investment Sentiment charts 1-30-13: Chart 1. NDR Daily Trading Sentiment Composite. Excessive Optimism - RISK OFF (hedge). The Daily Trading Sentiment Composite moved [...]Read More >
Shilling on Currencies
http://www.bloomberg.com/news/2013-01-28/dollar-thrives-in-age-of-competitive-devaluations.html [...]Read More >
A. Gary Shilling: Lower Rates Push Yield Seekers to Higher Risk
http://www.bloomberg.com/news/2013-01-29/lower-rates-push-yield-seekers-to-higher-risk.html [...]Read More >
Peter Schiff: Inflation Propaganda Exposed
http://www.youtube.com/watch?v=pwI3Nya5L9g [...]Read More >
Jim Rickards: the Fed is Racing to Create Inflation Before the US Economy Implodes!
http://www.youtube.com/watch?v=JwssgNDIwGI [...]Read More >
Jim Rickards Currency Wars Full Presentation
http://jimrickards.blogspot.com/2013/01/james-rickards-currency-wars-full.html?m=1 [...]Read More >
10 Year Forward 60/40 Expected Returns
10 Year Forward 60/40 Expected Returns: January 2013 [...]Read More >
CMG 2012 Q4 Performance Update
January 28, 2013 Dear clients, friends and family: Following is the 2012 fourth quarter and year-to-date net performance information for CMG’s Tactical Investment Strategies along with our thoughts on each strategy over the past quarter. In addition, we have provided the net performance for [...]Read More >
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