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Weekly Update

The Stock Market Has Expanded Participation and Become Expensive


Published December 4, 2020

Below are some slides from a recent presentation by Charles Schwab market analyst Liz Ann Sonders. They give a good overview of recent market action. The first slide shows how the top 5 stocks in the market drove returns through the first eight months of the year. Since August, the other 495 stocks in the S&P 500 have at least helped do the lifting. (more…)

Uncategorized, Weekly Update

Trade Tariffs Hold the Key for Stocks


Published January 25, 2019

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Stocks have rebounded sharply from the Christmas Eve nightmare though plenty of fog remains for investors. You will recall that the Nasdaq 100 (QQQ) fell 12% over seven trading sessions in mid-December as thin holiday trading combined with rampant fears conspired to drive stocks downward. That plunge culminated in a 2%+ fall on Christmas Eve. (more…)

Weekly Update

Will the Robots Sidestep the Next Bear Market?


Published April 21, 2017

TimingCube_cartoon042117The rise of robo-advisors over the past five years is not surprising given the nearly non-stop upward trajectory of stocks. Investors have been lulled into a state of complacency assuming the investment waters are always so calm and just riding the market indexes is a perfectly fine way to invest. The article below comes from an organization who, like us here at TimingCube, believes that robo-advisors and their buy-and-hold models are an accident waiting to happen. (more…)