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Trade Signals – Sentiment and Cyclical Bull Market Charts

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S&P 500 Index 1550 By Steve Blumenthal April 3, 2013 Sentiment and Cyclical Bull Market Charts Investor Sentiment remains at Extreme Optimism in the Crowd Sentiment Poll and remains Neutral in the NDR Daily Trading Sentiment Composite.  Having moved to a "RISK OFF" hedged position when [...]Read More >

State-Wrecked: The Corruption of Capitalism in America

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By David A. Stockman, The Dow Jones and Standard & Poor’s 500 indexes reached record highs on Thursday, having completely erased the losses since the stock market’s last peak, in 2007. But instead of cheering, we should be very afraid. [...]Read More >

Trade Signals – Sentiment, PE and Near Record Margin Debt

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S&P 500 Index 1563 By Steve Blumenthal March 27, 2013 Sentiment Charts, PE Chart and Near Record Margin Debt   Investor Sentiment remains at Extreme Optimism in the Crowd Sentiment Poll and has moved to Neutral in the NDR Daily Trading Sentiment Composite.  Having moved to a "RISK OFF" [...]Read More >

On My Radar: March 22, 2013

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March 22, 2013 By Steve Blumenthal There is something in us humans that makes us want to call the market tops and bottoms.  Far too many investors jump from "investor" to short-term, hot money "gambler".  Perhaps it's the intellectual challenge, the potential business accolades or the ego.  [...]Read More >

Steve on WSJ Live: Markets Ask: Will the Fed Pull it Off?

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Investors are talking about how the Fed just might pull this off today, but there might be some risks to avoid still. Steve joins Markets Hub at the WSJ Live. View the segment here. Or click here to view the video directly on the WSJ Live site. [...]Read More >

Trade Signals: March 20, 2013

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S&P 500 Index 1540 By Steve Blumenthal March 20, 2013 Extreme Optimism (Bearish) Investor Sentiment – “RISK OFF” Hedge Long Equity Exposure and/or Defensively Raise Cash.   Investor Sentiment has moved back into the Extreme Optimism (Bearish) zone on both the NDR Daily Trading [...]Read More >

On My Radar: March 15, 2013

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March 15, 2013 By Steve Blumenthal Book Smarts and Street Smarts.  Often lacking in the investment world is a knowing sense of logical human behavior and how behavior likely plays out at points of significant inflection.  The great investor connects the dots before the move.  Some people are [...]Read More >

John Hussman: Two Myths & A Legend

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The present market euphoria appears to be driven by two myths and a legend. Make no mistake. When investors cannot possibly think of any reason why stocks could decline, and are convinced that universally recognized factors are sufficient to drive prices perpetually higher, euphoria is the proper [...]Read More >

Trade Signals: March 13, 2013

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S&P 500 Index 1540 By Steve Blumenthal March 13, 2013 Extreme Optimism (Bearish) Investor Sentiment – “RISK OFF” Hedge Long Equity Exposure and/or Defensively Raise Cash.   Investor Sentiment has moved back into the Extreme Optimism (Bearish) zone on both the NDR Daily Trading [...]Read More >

The Blumenthal Viewpoint: March 8, 2013

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March 8, 2013 By Steve Blumenthal What a market - up over 8% in 2013 in just 9 weeks!  “Switch my investments – get me in,” says the client.  It is the annual dance; rebalancing out of underperforming assets and into outperforming assets.  Disciplined removed, memory gone as emotion rules [...]Read More >

Trade Signals: March 6, 2013

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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)

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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 >