The path to a European Renaissance

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...

Could a unicorn cull tank the US economy?

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...

Apple: The new Rorschach test

I normally don't comment on individual stocks because I don't have the resources to analyze a zillion companies in detail, but here is a Black Friday thought on Apple, which kicked off a revolution in consumer electronics and created new product categories when it unveiled its iPods, IPads, and iPhones. The share price of Apple...

Peak FANG?

I had been meaning to write about this topic, but Barron's beat me to it with a terrific article called "Breaking up Tech" which detailed the anti-trust vulnerability of Big Tech companies. The Barron's article stands in direct contrast to a recent Josh Brown post which postulated that investors are rushing into the technology sector as...