Japan

Weekly Update

Have We Just Witnessed the Start of a New Multi-Year Bull Market?


Published November 20, 2020

 

The stock market has blasted upward in a very bullish sign for investors. Last week we talked about how value sectors were finding buyers. This week, we offer even more evidence of the new bullishness in the stock market. Driving this bullish attitude is the announcement of coronavirus vaccines. Those announcements have led investors to expect a return to some economic normalcy in the first half of 2021. (more…)

Uncategorized, Weekly Update

Business Cycle/Sector Investing Takes a Curve Ball This Cycle


Published August 23, 2019

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Business cycle/sector investing is a seemingly easy way to apply a layer of insight to traditional buy-and-hold investing. By focusing our investment funds on sectors that typically show improved performance during certain phases of the business cycle, a sector investor can presume to outperform the broad market. However, it is never quite that easy. (more…)

Uncategorized, Weekly Update

TimingCube – The Simplicity of Investing


Published December 29, 2017

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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…)

Uncategorized, Weekly Update

Where the Stock Market Might Be Headed Next


Published November 17, 2017

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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…)