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Uncategorized, Weekly Update

Our view of buy-and-hold investing


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Published July 12, 2019

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The vast majority of investment advisors and brokers preach the wonders of buy-and-hold. It is industry doctrine and much print is devoted to convincing clients that buy-and-hold is the only rational approach to investing. As trend-timers we have largely rejected the buy-and-hold mantra of the investment industry. But why do we reject it?

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Uncategorized, Weekly Update

Emotions and investing – a primer on using TimingCube


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Published July 5, 2019

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As most investment newsletters we do spend a lot of time on the markets and what affects them, on technical indicators and investment vehicles. Another topic we visit fairly frequently in this column is the emotional side of investing which we judge to be just as critical for success. A long-term wealth building program must by definition be emotionally sustainable.

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Uncategorized, Weekly Update

The Outlook Is Foggy


Published June 28, 2019

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While we seek cooler places to escape the hot Texas summer, we read Schwab’s latest examination of markets and economies printed below. In the coming couple of weeks, we will reach into our archives and reprint a couple of articles discussing our overall investment approach and why we recommend using TimingCube, FP Research, and other systems that proactively protect our wealth. Herewith is Schwab’s take on the markets: (more…)

Uncategorized, Weekly Update

Economic Data Weakening Here and There


Published June 7, 2019

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After struggling for the month of May, this week the Nasdaq 100 (QQQ) accelerated its momentum downward and took a decidedly bearish turn. The stock market trades on perceptions for the future health of the economy and corporate earnings. Those perceptions have been skewed negative by the battles in trade. However, the stock market is beginning to get more and more data suggesting that weakness ahead is more than just a result of a change in perception. (more…)

Uncategorized, Weekly Update

Smallcap Stocks Fail to Find Buyers


Published May 31, 2019

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At the beginning of this month of May we concluded our weekly blog with the following:

“Were smaller, riskier stocks to find strength, it would be a real boost to the market’s rally effort as there is clearly some “wall of worry” built into this market.”

By the end of the month, the market’s answer was clear: there would be no boost from small and midcap stocks. (more…)

Uncategorized, Weekly Update

Investors Are Reminded How Critical the China Trade Deal Is


Published May 10, 2019

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After weeks of calm, stocks were rattled this week as the expected trade agreement between the U.S. and China appeared to encounter serious pressure. Entering the month of May, the Trump Administration was encouraging investors with comments that the agreement was in the “final laps” with “productive” meetings being held. However, this week the tone out of the Administration changed dramatically. (more…)