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...
Is it all over for artificial intelligence-related plays? AI market leader NVIDIA reported stronger-than-expected quarterly results, and CEO Jensen Huang characterized demand for its Blackwell chip as “off the charts”. The stock staged a brief reflex rally but the price faded the next day to close in the red. Even as the market adopted a...
Mid-week market update: I am publishing the mid-week market update early for two reason. I wanted to respond to the recent market turmoil. And I have a dental appointment just after the market close so this will be in your inbox early. The markets have taken a sudden risk-off tone in the last few days....
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...
There has been increasing concern about the K-shaped economy. Fed Chair Powell specifically addressed this issue at the last post-FOMC press conference: To start with the layoffs, you're right, you see a significant number of companies either announcing that they are not going to be doing much hiring, or actually doing layoffs, and much of...
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