Bonds Send Sell Signal…Plus A Rant On The Industrial
Who do you think has better investment returns…? The person with a trading app on their phone or the person with no trading app on their phone? Well believe it or not. There’s been a 40-year study on this topic. No…not the topic of trading apps but around trading. And Dalbar Research has clear evidence.…
Buffet’s Sermon… And Charlie Munger’s Lie…
Sometimes I feel like Rodney Dangerfield… You wouldn’t know it by how my kids treat me sometimes that I’m actually the person putting the roof over their head, clothes on their back and food in their bellies. Which is also how I feel sometimes when I show people evidence that straightforward is actually the…
This One Correction Preceded Both 50% Falls In The SP500
Price charts don’t lie. Yes…they sometimes take a little bit of time to get the big picture right, but what do you expect? They’re taking their input from 100’s of millions of investors from around the world. And that means tops and bottoms will be messy. I get it. We humans don’t like things to…
Three Important Charts To Watch Over The Next 30 Days.
I used to think the news was important… After all, my parents watched it every night. I don’t ever remember them missing it. They could miss Hart To Hart or Magnum P.I. but never the news. So, like my parents I started watching… Until 1997, when it hit me. The news might be interesting but…
Is It The Final Inning For Gold, The US$ And The S&P500?
There are two things I love about Baseball… (1) It’s a really slow game so I get to have very long, uninterrupted conversations with the person I’m going to the game with. (2) The game never ends in a tie. There’s always a winner and loser. There are three major assets that are acting very…
Is Peak Gold Upon Us?
Peak Gold is an idea I’ve borrowed from the [debunked] Peak Oil theory. The theory for Peak Oil was that the world would run out of oil. And therefore the price of oil would continue to rise higher and higher until one day, oil would only be sold in eight ounce cans and used for…
What’s Working Now [2016]
Would you like to know what’s working in 2016? End of quarters are a good time to reflect what is and is not working in the world of investing. And with the largest four Central Banks on the planet closely eyeing their stock markets and currencies, it’s especially a good time to see how effective…
An Open Letter To Janet Yellen
Dear Ms. Yellen, It’s time you come clean… We know what you and your boys are looking at during those FOMC meetings. It’s not employment or stable prices like your mandate states. No. No. No. We know you’re looking at the S&P500 price. And we know you’ll only raise rates if the S&P 500 breaks…
The Top Asset Class Today Is…
There are only four asset classes you can invest your money into. The four are… The stock market. The bond market. The physical market. The currency market. Each one of these core assets have sub assets. For example: The stock market has large-cap, mid-cap, small-cap, international, domestic, value, growth and dividend sub-classes just to…
Will Money Printing Work This Time?
On one side you have the $40 trillion world stock market. And on the other side you have the four largest central banks (US, Europe, China, Japan)… …and they are at war. The markets on one side and the Central Bankers on the other. The Markets, which are older, stronger and wiser have always won.…
