Let me preface my remarks with two caveats. Firstly, I am politically agnostic and I don`t have a horse in the latest race for the American presidency. As a Canadian, I can`t vote in a US election. As well, it might be considered foolhardy to project what a politician might do based on his campaign...
I have tried to refrain from comment on the Brexit referendum vote until the situation had settled down a bit. Now that the campaign is in full swing, it`s time to consider how the markets might react as we approach the June 23 vote. CNBC recently summarized the debate this way: First, the economy, and...
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 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 Model...
Mid-week trading update: This morning started off well for the bears - until oil prices began to rally. I wrote on the weekend that while my inner investor was constructive on stocks, my inner trader still believed that downside risk remained. Those views are unchanged. Here is where the SPX stands today. The rally was unable...
Recently, Business Insider featured a chart of long-term equity returns based on data from Bob Shiller. The lesson was, the longer your time frame and the more patient you are, equities win. That`s been a lesson taught to generations. Based on this data, equities has become the foundation of any portfolio for anyone building a...
Our site uses cookies and other technologies so that we, and our partners, can remember you and tailor your user experience on our site. See our disclaimer page on our privacy policy, how we manage cookies, and how to opt out. Further use of this site will be considered consent.
