fixed income investments Archives
From Cabot Top Ten Trader
As we wrote last week, there’s more positive evidence than negative evidence, which is why we’re leaning bullish—but the intermediate-term trend of the major indexes and many stocks and sectors has yet to turn positive, so we’re also not the...
Our EEM Signal slipped below its 20-day moving average this morning and is right on top of its 50-day average. We will remain positive and constructive but lean toward finding some bargains. Most likely, the next two ideas will come from heavyweights India China...
Exploit the Accelerating Technological Revolution
We have a tendency to focus on our everyday lives without truly appreciating how the world is changing around us. But understanding the tectonic shifts outside of our near-term consciousness is crucial to successful investing.
I realized the other day I’ve...
Profit from Our Great Societal Transformation
Markets go up and down. It happens. There will be bull markets and bear markets. Different administrations will come into power. Change is one of the few constants in life and investing.
But certain powerful and ascendant trends will regardless...
The Emerging Markets Timer (EEM) has managed to maintain its positive stance this week as most of our positions moved forward. While this is a good sign, I remain somewhat cautious and awaiting a stronger signal to put more of our cash to work.
The MSCI Emerging Market (EM) basket of 25 emerging market countries pulled back 15% in dollar terms, the Japan market was down 12%, and China’s Shanghai Composite index got clobbered, falling 25%. India ended the year down only 4.2% thanks to pro-business economic and...