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Bear-o-meter says risk is neutral
The Bear-o-meter is a compilation consisting of of the some of the more important factors in determining the relative tradeoff […]
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Bear-o-meter continues to read bullish, in spite of it all…
Regular readers of this blog are familiar with the monthly reading of my risk/reward matrix known as the “Bear-o-meter”. The […]
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Bear-o-meter neutral, with some caveats
The Bear-o-meter is a compilation of several trend, breadth, seasonal, valuation and sentiment indicators that attempts to provide a relative […]
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We might see a slowdown in January
Seasonal reasons for a softer January Above is a month by month seasonal chart for the S&P 500 from 2009 […]
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Tug-of-war signals
There seems to be a bit of a conflict between the extremes within bullish and bearish technical signals on the […]
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Ask me Anything: Answers Part 2
The next batch of questions involve market prognostics and sector rotation/tax loss selling victims. I’ve tied them into one general […]
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NASDAQ losing momentum – what that means to investors
The Nasdaq appears to be losing momentum as it attempts to break old highs near 12,000. Take a look at […]
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Airlines: a contrarian opportunity or a sector to avoid?
Here’s a chart illustrating passenger traffic at airports since the COVID crash. I took it from a Wolfstreet.com article in […]
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Consider these trades for future opportunities
The challenge: everyone’s onboard the same train The most crowded trades in the recent bull market have been: US stock […]
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Have your cake & eat it too in an overbought market
Above is the YTD performance numbers (end July 2020) for most of the major indices, courtesy Invesco. The equity […]
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