How the equity bulls and bears may both be right

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...

Tariffs to the left, tariffs to the right…Contrarians buy China!

The news about the Sino-American trade war seems to get worse every day. Callum Thomas pointed out that corporate managements are increasingly raising concerns about rising tariffs.     Chinese stocks have cratered, along with the stock indices of China's largest Asian trading partners. However, a couple of contrarian buy signals are appearing. First, trade...

The surprising conclusion from sector leadership analysis

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...