Uncategorized, Weekly Update

Where the Next Market Crisis Might Come From

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Published August 31,2018

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With the 10-year anniversary of the onset of the global financial crisis just weeks away, now is a good time to ask where the next global economic crisis might come from. To be clear: We’re not sounding any alarms here. We don’t think a crisis is imminent. But we do like to keep our eyes on the horizon.
Reforms to the global financial system in the wake of the 2008–2009 crisis mean the next crisis probably won’t look like the last one. So what will it look like? (more…)

Uncategorized, Weekly Update

Some Say Market Risks Are Rising

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Published August 24, 2018

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In this week where the S&P 500 touched a new high, we thought it would be interesting to hear a more cautionary view. Below we reprint an excellent overview of the recent issues in Turkey (along with comments on the general economy and market) from the folks at Charles Schwab. (more…)

Uncategorized, Weekly Update

Investment Models + ETFs – Timingcube Was There When It All Began

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Published August 17, 2018

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TimingCube’s timing was very fortunate. We started publishing our market-beating signals in the summer of 2001, a year or so after the bloom had been ripped off the rose of the dot.com market boom. Investors had enjoyed a nearly non-stop romp through the latter half of the 1990s, with the stock market more than doubling over a 5-year period. (more…)

Uncategorized, Weekly Update

Worry Warts A-Building

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Published August 10, 2018

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While the overall picture for stocks remains decidedly positive, we were struck by a building wall of worry in the two article reprints below this week (both from reporters at Marketwatch.com). Of course, the wall of worry provides fuel for further stock price increases as the skeptics give in to the bulls. (more…)

Uncategorized, Weekly Update

Timing Matters so Very Much

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Published July 27, 2018

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Below is an interesting article by Nick Maggiulli pointing out that time, YOUR personal time – as in when you are alive, matters very much as to your life (and investing) experience. Imagine the difference between having your primary investing years occurring during the go-go days of the 1990s, retiring in 1999, turning over your hefty equity gains from the 1980s and 1990s into a heavily bond/income portfolio. The 600%+ return of the stock market from 1984-1999 would have delivered a nice retirement package. If you were only five years younger, however, your retirement package would be fully HALF of the prior example as your primary investing years would have spanned the dot-com market crash. (more…)

Uncategorized, Weekly Update

Mid-Term Elections and the Stock Market

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Published July 13, 2018

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While we investors all know that past performance is no guarantee of future results, when an investment approach has worked 100% of the time, over a period of over 70 years and across almost 20 cyclicals of data, we take notice. A slide in this week’s presentation by CFRA offered just such a strong possibility of near-certainty. (more…)

Uncategorized, Weekly Update

The Nasdaq 100 (QQQ) Stands Alone

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Published June 29, 2018

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International and emerging market stocks have displayed disturbing action recently, failing to hold support, giving up a two-year rally, and accelerating a notable downtrend. The chart below highlights the crossover of the 50 and 200-day moving averages. We see on the left side of the chart the circle and line highlighting the prior crossover for emerging markets back in mid-2015. (more…)