Published August 1, 2025
As summer hits full steam (and heat!), we will dive into our archives and post a few briefs from our Knowledge Base. The Knowledge Base section of our website contains historical notes about investing and how to best use our TimingCube system and website. Enjoy! (more…)
Published July 25, 2025
As summer hits full steam (and heat!), we will dive into our archives and post a few briefs from our Knowledge Base. The Knowledge Base section of our website contains historical notes about investing and how to best use our TimingCube system and website. Enjoy! (more…)
Published July 18, 2025
As summer hits full steam (and heat!), we will dive into our archives and post a few briefs from our Knowledge Base. The Knowledge Base section of our website contains historical notes about investing and how to best use our TimingCube system and website. Enjoy!
A couple of recent articles struck our fancy by talking about the link between money, life “efficiency”, and how all that relates to our happiness. At the bottom, we have a link to an article from The Economist magazine talking about the impact Amazon is having on Wal-Mart. (more…)
Published July 11, 2025
Below is a summary article from MarketWatch and HSBC bank discussing why the stock market is hitting new highs despite continued trade tariff uncertainty.
“The moving target that is U.S. trade policy has been moving quite a bit this week, and the latest maneuvers from the leader of the free world has financial markets on the back foot this morning.
Published July 4, 2025
After a tumultuous but ultimately rewarding first half of 2025, we look ahead to the second half of the year to see what might unfold. (more…)
Published June 27,2025
The stock market approached new highs this week. Where have all the bears gone? Delta Research offers the crosscurrents below that continue to generate the Wall of Worry that stocks are climbing.
“The stock market surged this week despite U.S.-Iran military tensions. It rallied when bombings began, climbed further on ceasefire news, and even gained after reports suggested limited damage to Iran’s nuclear capabilities. The S&P 500 rose over 2%, now within 1% of its all-time high. If you predicted this response, you’re operating at an elite level. (more…)
Published June 20, 2025
This week we offer a summary of recent market and economic activities from Blaine Rollins and Hamilton Lane:
“The bounce in US equities and high yield credit spreads is a sign that the big White House tariff rates will not hold through year end. Stock and corporate bond investors are betting that margins will be safe, and that earnings will not be damaged. The government might bark about tariffs, but they will not bite because Americans want their goods available and affordable, and no one wants to see US multinational operations shift their exported sales manufacturing overseas. The weak Treasury bond market tells us that higher inflation will stick around as some tariffs remain in place. And the US dollar weakness suggests that owners of businesses and investors are now more concerned about deploying capital into US capex and investment assets. (more…)
Published June 13, 2025
Continuing with Delta Research’s summary of recent market dynamics, we think the following is a good overview. Since this posting, Israel has attacked Iran. That will change the market dynamic somewhat in the short-term, though the broad market impact of such geopolitical events tends to diminish quickly. (more…)
Published June 6, 2025
While stock market valuations are clearly on the high side and there is no shortage of economic angst in the air, there is one indicator that is foretelling strong stock market gains ahead. Consumer sentiment has been tanking since the pandemic hit in early 2020. After recovering in 2023, sentiment has soured once again with the economic uncertainty of 2025. Delta Research recently posted a chart of consumer sentiment noting that a very low consumer sentiment reading leads to buoyant stock gains over the ensuing twelve months. Fueling this move in stocks could be an economy that holds up better than anticipated while inflation remains steady, giving the Fed room to lower interest rates. (more…)
Published May 30, 2025
We have been in business for almost 25 years now. Throughout that time, investors have consistently expressed concerns about the levels of U.S. government debt, with no real action taken by Congress or any Administration.
As the government wrestles with this year’s budget and the resulting increase in debt, the topic is once again in the news. To further ratchet up the intensity, Moody’s recently downgraded U.S. credit (the last major credit agency to do so). A disappointing treasury bond auction, both in the U.S. and in Japan (for their debt), created more concern. (more…)