• Will The Collapsing US Macroeconomic Data Keep The Fed At Bay?

    Will The Collapsing US Macroeconomic Data Keep The Fed At Bay?

    It is starting to feel like the release of any good economic data is being cheered on by an army of PR people nowadays. People are quick to point to the improving unemployment rate and the rise in housing data. But the reality is, economic data is still mixed and does not paint a rosy picture. Below are two data points that I think we should all be closely watching...

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Will The Collapsing US Macroeconomic Data Keep The Fed At Bay?

It is starting to feel like the release of any good economic data is being cheered on by an army of PR people nowadays. People are quick to point to the improving unemployment rate and the rise in housing data. But the reality is, economic data is still mixed and does not paint a rosy picture. Below are two data points that I think we should all be closely watching...

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Is It Time To Sell Equities?

From a trading perspective, this has been a frustrating market. For most of 2015 the markets have been stuck in a sideways trading pattern. Every time the market looks like it is going to break out (either up or down) of its trading range, we get a lackluster follow through and move back into a widening trading range.

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Global Asset Allocation Strategy: March 2015 Update

This month's update to my global asset allocation strategy -- Investors are starting to shift away from US Treasury bonds and back into the global equity markets.

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Riverbend Folios Are Here!

Have you noticed the markets are getting a bit more “bumpy”? Is it time to get your investment accounts organized before the markets take a major hit?

Riverbend Folios Are Here! (click here to learn more)

I want […]

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Markets Are At An Interesting Crossroad

The US stock market has been stuck in a sideways trading range since early December. Now we are at a point where the next few trading sessions may decide the fate of the next few […]

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Global Portfolio Strategy: February 2015 Update

Each month I post an update to my global asset allocation strategy. The Global Portfolio Strategy is a relative strength, ETF based model that allows us to better gauge how global investors are feeling about the strength (or weakness) in the global economy and markets.

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Market Flashing A “Secret” Buy Sign? Really?

Short term traders seem not too sure on what the next move in the market will be.

A recent interview on CNBC highlights the disagreement and “hedging” among traders:

The VIX pattern seems to indicate a wait […]

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Sector Overview: Relative Strength And Trends

A quick look at the sector strength and trends of the various S&P 500 components. What's looks bad and what looks good.

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Global Asset Allocation Strategy 2015

A 2015 update to my global asset allocation strategy. So far, the model remains conservatively invested. Is this a sign that the risk appetite of global investors is dwindling -- or something else?

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Global Asset Allocation Strategy: December 2014

Each month, I post an update to my global asset allocation strategy. This strategy is a relative strength based research model I use to view the flow of funds within the global equity markets.

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Year End Stock Market Trends: Time To Celebrate?

 

Just a quick post from me on current market conditions as we enter the Holiday season:

After shrugging off the US Ebola outbreak scare (see last week’s blog entry: Using Google Trends To Take Advantage Of Pullbacks: […]

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Using Google Trends To Take Advantage Of Pullbacks: Ebola Case Study

Investor Tools: Google Trends allows us to research the top fears of investors and view its correlation with the stock markets. This can provide insight for investors looking to take advantage of pullbacks. In the case of the Ebola news cycle we can clearly see that

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Global Asset Allocation Strategy: November 2014

Each month, I update my global asset allocation strategy. This strategy is used as a relative strength based, research model that provides insight into how global investors are allocating their portfolios.

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Using Inverse ETFs In A Long Short Investment Strategy

Over the last 15 years, inverse ETFs have become a popular investment vehicle used by many to help manage volatility and hedge risk within their portfolios.

Why Do Inverse ETFs Matter?
You might be saying, “I always […]

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Top Benefits Of ETFs Vs Mutual Funds

Puzzled by the choices and benefits of ETFs over mutual funds? In my investment advisory practice, I typically use ETFs instead of mutual funds within a client's investment portfolio. While, ETFs are increasing in popularity I have noticed investors don't always know the benefits of ETFs over mutual funds.

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