Growth stocks remain very strong, and our market timing indicators remain positive, so you should remain mostly bullish. Of course, you should also keep your feet on the ground, as there’s little doubt things are fairly frothy here so some potholes could occur any...
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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The Pandemic Creates a High-Yielding Superstar
It’s time to look beyond the market disruptions and personal nuisances caused by this pandemic. It will go away sooner or later, and headlines will obsess with something else. But the ordeal of the lockdown and virus may to...
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As we move into the third quarter, analysts at Goldman Sachs write that their baseline forecast is for the S&P 500 to gain 5% in the second half of the year. In their “vaccine upside” scenario, stocks rise by 14% from here; in “virus...
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You should remain bullish and flexible. Most of the evidence remains positive, including the trends of the major indexes and action of leading growth stocks.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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U.S. and global markets continue to be fueled by substantial amounts of liquidity washing over the world. According to Lipper, the amount in American money market funds has reached $4.6 trillion. This is a record going back to 1992.
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Remain bullish, but pick your spots. Today was a very brutal day, but it hasn’t changed the evidence, at least not yet—our trend-following measures are still bullish and, along with the recent blastoff indicators, tell us the odds still favor higher prices ahead further...
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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A Cheap Price and a Safe, High-Yield
These are humbling times for market prognosticators. Who saw the coronavirus coming? Who saw the market surging 47% from the lows in late March?
The last several months have beautifully exemplified why no one can predict the market the...
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Why are markets continuing to move upward in the midst of economic and political upheaval? The short answer is don’t fight the Fed, which has made it abundantly clear that it will do anything necessary to keep this economy and market moving.
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Remain optimistic. Growth stocks have had a tough week, but the selling hasn’t been abnormal, few (if any) have broken down and today’s stabilization for many is a good sign.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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Despite a Chinese economy that has grown three times faster than America’s every year over the past three decades, it has been a bit of a challenge to consistently make money in Chinese stocks.
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The market’s evidence has worsened some this week—our Cabot Tides are now on the fence as the broad market has softened.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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Maybe Too Far Too Fast
Don’t look now but we are in the midst of a huge rally, and technically a bull market. The S&P 500 has soared more than 30% from the lows of March 23rd in just 50 days. The index is down...
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The S&P 500 paused its recovery over the past week, moving sideways over the past five days. Here is my take on the market.
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The overall market continues to look good, though this week we’ve seen most growth stocks take hits as money has flowed into the broad market.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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