Published December 29, 2017
There is a certain beauty to how we invest here at TimingCube. We buy the stock market or sell it. That’s all! With that approach we do not need to read any tea leaves regarding stock valuation, whether the Federal Reserve is going to ramp interest rates too fast or too slow, whether the economy will grow more or less than expected. We simply own the stock market when it is rising and sell it when it is falling. (more…)
Published December 22, 2017
2017 feels like an extraordinarily good year for the stock market. While it is above average, the market had a substantially better year only four years ago, and another 20%+ gain four years prior to that. What differentiates this year is the extreme calm that investors felt all year long. For only the second time in the past 35+ years, the WORST decline the stock market encountered was a measly -3%. Many stocks move that much in a day. (more…)
Published December 15, 2017
Outside the U.S. the post-financial crisis rally has been a halting affair, occurring in two major steps higher. Unlike the U.S., each step was greeted with some misgivings as Europe wrestled with its new currency and European Union financial structure while China’s economy digested a massive wave of growth in the prior decade. (more…)
Published December 8, 2017
Our TradeGuru investment service has been delivering massive gains for subscribers since the latest bullish period began in early 2016. With growth stocks leading the market upward, our growth-oriented GuruFolio (labeled Folio A on the site) has delivered gains of over +45% this year after a +35% year in 2016. (more…)
Published December 1, 2017
Below is an excerpt from a recent article from Per Sterling that talks about the impact of the Federal Reserve’s policy of providing substantial amounts of “cheap” money. What happens as the Fed shifts away from that policy and toward one where they are pulling BACK the cheap money? (more…)
Published November 24, 2017
Our focus index the Nasdaq 100 (QQQ) has been on fire this year! The article below from the Wall Street Journal notes that unlike the 2000 dot com boom, this tech-fueled rally is built on solid earnings growth. We also note that this year is the first time tech has led the market since the brief post-crash 2003 recovery rally. Here is Riva Gold’s article from this week’s WSJ: (more…)
Published November 17, 2017
We thought the outlook below from Delta Investments provided a good overview of the factors supporting the stock market. Enjoy!
Our 2018 S&P 500 Index outlook is up. If the P/E remains constant as it has for the past two years, the S&P 500 should be up in-line with earnings or about 11%.
The following ten factors support our 2018 bullish investment thesis: (more…)
Published November 10, 2017
Given that our investment focus is on market indexes and sectors, we don’t talk much about individual companies in our weekly blog. However, this opinion piece from noted investment industry figure Barry Ritholtz published on Bloomberg’s website, showcases two of tech’s (and the Nasdaq’s) largest and most influential companies. We thought you might find it interesting as the market grinds ever-higher. (more…)
Published November 3, 2017
We build investing models. They provide us with simple Buy, Sell, Cash signals. We let the signals guide our investing, buying and selling as the signals dictate. We take this approach because we know that investing is more about managing our emotions than anything else. (more…)
Published October 27, 2017
Investors are always wary of the “this time it’s different” mantra. Just before the housing crisis which led to the financial crisis in 2008, we were told that housing had entered a different phase, one where it somehow made sense that people were buying 2 and 3 houses on speculation. (more…)
