Weekend Reading

There is a lot here, but to keep abreast of happenings China and Europe, use the two links below. For your eyes only. Please do not circulate: China Special with Real-Time Updates (do not share this link) Greece Special with Real-Time Updates (do not share this link) Bloomberg Briefs Goldman Sachs JPM Berge Royal Bank

Update for Sunday

I am aware that some members are interested in my take on the Greek situation, but at this point, it seems we should just wait for the outcome since we don’t really have any more dogs in the fight. If anything, the China market crash has larger ramifications. I learned from the Chinese neighbours months

Update for Friday

Good morning. There is no change in status for any of the model investment portfolios. We “remain 60% deployed (re-deploying after the discretionary call to cash).” Observations It’s hard to believe that half of 2015 is over and the broad stock market indexes have essentially traded sideways for the past six months. The S&P 500

Weekend Reading

Before we get to the list of reports that came across our desks this week, I think we should be psychologically prepared for an adverse and sudden end to the Greek debt “negotiations.” “Worm signs” include: Greece misses IMF payment ‘Bunds-plosion’ rattles global bond, stock markets It’s obvious to me that the new government is

Stocks for June 1 – 5

I added number of stocks from the latest Novus hedge fund ownership report, bringing the total of stocks in our universe to 299. Since there are now so many on the list, the workbook now contains TWO TABS — one for stocks with positive 3-month return, and one with negative 3-month return. As of the

Update for Friday (Status Report)

Good morning. All of the market barometers have been updated and the weekend reading list is online. Status Report Once again, there is no change from last week when I wrote: “We remain 60% deployed (re-deploying after the discretionary call to cash). In theory, we could increase our allocation now based on volatility deciles, but

Stocks for May 26 – 29

As of the close on May 22, 145 of 247 stocks in our universe are on buy according to our proprietary stops. Last week was 128/145. Needles in a Haystack As you know, I am not a big fan of picking needles out of haystacks or judging Keynesian beauty contests. But for those who like

Update for Friday (Status Report)

Good morning. Status Report There is no change since last week. All model investment portfolios continue to be above their respective red alert lines. We remain 60% deployed (re-deploying after the discretionary call to cash). In theory, we could increase our allocation now based on volatility deciles, but unless you are able to average UP,

Weekend Reading

These are the reports that have come across our desks this week. For your eyes only. Please do not circulate. Tightest trading range for the first half of the year ever for the Dow Industrials. Divergence between Dow Industrial and Transportation averages.

Stocks for May 18 – 22

As of the close on May 15, 128 of 247 stocks in our universe are on buy according to our proprietary stops. Needles in a Haystack As you know, I am not a big fan of picking needles out of haystacks or judging Keynesian beauty contests. But for those who like to do this as

Update for Friday

Good morning. Status Report All model investment portfolios are above their respective red alert lines. Volatility is dropping due to prolonged sideways movement so far this year. S&P is stronger than NASDAQ while Canadian markets are lackluster. We remain 60% deployed (re-deploying after the discretionary call to cash). In theory, we could increase our allocation

Weekend Reading

This is the list of reports that came across our desk this week. Sentiment It seems like we’ve seen this movie before, many times. First up. Bonds. Flee. Yesterday, a member asked, “TLT looking at the daily chart over the last six months makes me think of the sentiment cycle between subtle and overt warning.

Update for Sunday (Stock Picks, etc)

The site password this week is from an interesting article from the Merriam-Webster site. Everything has been updated. To save you time, you may wish to go directly to: Stocks for May 11-15 Weekend Reading List You might also want to check out this week’s WealthTrack. Consuelo spoke to Cliff Asness about this “historically expensive

Stocks for May 11 – 15

As of the close on May 8, 126 of 247 stocks in our universe are on buy according to our proprietary stops. Needles in a Haystack As you know, I am not a big fan of picking needles out of haystacks or judging Keynesian beauty contests. But for those who like to do this as

Update for Thursday (Status Report)

Market barometers have just been updated. I’ve also been adding material to the weekend reading list daily. The percentages for the model investment portfolios will be updated after the final end of day data is in after 10PM Eastern. There is no change to the current discretionary allocation: 60% deployed, 40% cash. Take care, T.

Weekend Reading

S&P Research publishes useful information for stock traders that may also be of interest to investors. Correlation and dispersion are two fundamental concepts that help explain why there are times when “stockpicking” is futile. Indexology blog by Craig Lazarra Search S&P research for the word “dispersion” (sort by date to see the latest) More: Reading