Is the pullback over?

Preface: Explaining our market timing models  We maintain several market timing models, each with differing time horizons. The "Ultimate Market Timing Model" is a long-term market timing model based on the research outlined in our post, Building the ultimate market timing model. This model tends to generate only a handful of signals each decade.   The Trend...

In search of global opportunities

It is said that the only free lunch in investing is diversification. That's especially true for US-based investors in light of the elevated valuations of US equities.     With that idea in mind, let's take a quick tour around the world to see where the opportunities are, and where they're not. Geographically, the world...

Where’s the fear?

Preface: Explaining our market timing models  We maintain several market timing models, each with differing time horizons. The "Ultimate Market Timing Model" is a long-term market timing model based on the research outlined in our post, Building the ultimate market timing model. This model tends to generate only a handful of signals each decade.   The Trend...