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On My Radar: March 1, 2013

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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 >

Trade Signals: February 27, 2013

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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 >

On My Radar: February 22, 2013

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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 >

Trade Signals: February 20, 2013

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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 >

On My Radar: February 14, 2013

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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

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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 >