In yesterday's Chart Summit, we presented our view on the major asset classes around the globe and noted what we need to see before getting bullish Equities again. (You can watch the full...
A question we're getting a lot these days is when the market ultimately does bottom, do we want to be buying the stocks that have been hit the most or the ones that have held up the best during the market's fall?
Yesterday we published a post titled "The Reality Regarding Real Estate" in which we pointed out the long-term underperformance of REITs as a sector. And although we...
If you read our research regularly you may be sick of this by now, so my apologies. But there is a method to our madness. A tried and true repeatable process that allows us to consistently...
Earlier this week, I put out a note about what I've been telling friends and family when they come asking. It comes with the territory right? I'm sure many of you are being...
We're in that part of the cycle where friends from high school are calling me to ask about the market and family members I've never spoken to about the markets are now interested. It's funny what a little volatility can do to peak people's interests...
The trend for stocks is down. When they do rally, they scream dead-cat bounce. And bonds keep going out at new all-time highs every week. Gold is at its...
Did you see Consumer Staples go out at new multi-year relative highs yesterday? The strength is in Staples, not in Banks or Industrials, for example, which keep making new relative lows.
The market rallied almost 20% in just three days after making new lows last Monday. Stocks recently sold off in record fashion so it's no surprise to see them bounce with the same ferocity. But...
If you're one of these people who thinks the lows for stocks are in, which sectors would you expect to be leading the way higher? The big important groups that fell the hardest, and therefore should bounce the most? Probably.