June 10, 2022 By Steve Blumenthal “This was the greatest closing panel in the 18-year history of my conferences. Even better than the closing panel food fight between Lacy Hunt, Neil Furguson and Richard Fisher in 2019.” – John Mauldin, Mauldin Economics and CMG's Chief Economist and Co-Portfolio [...]Read More >

By Steve Blumenthal June 9, 2022 S&P 500 Index -- 4,081 Posted each Wednesday, Trade Signals provides a summary of various Equity, Fixed Income, Sentiment, Economic, and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the return investors [...]Read More >

June 3, 2022 By Steve Blumenthal “The Fed is attempting to regain its credibility. There is a big risk that inflationary psychology becomes embedded.” – Felix Zulauf, Owner and President, Zulauf Asset Management “I was wrong about the path inflation would take,” Treasury Secretary Janet Yellen [...]Read More >

By Steve Blumenthal June 1, 2022 S&P 500 Index -- 4,101 Posted each Wednesday, Trade Signals provides a summary of various Equity, Fixed Income, Sentiment, Economic, and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the return investors [...]Read More >

May 27, 2022 By Steve Blumenthal I'm in Texas this week for business, golf, and due diligence. And I’m reflecting on the tragedy that happened here, and the senseless violence our country has endured recently. I’m thinking of the families that lost their children and loved ones, and thinking of [...]Read More >

By Steve Blumenthal May 25, 2022 S&P 500 Index -- 3,979 Posted each Wednesday, Trade Signals provides a summary of various Equity, Fixed Income, Sentiment, Economic, and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the return investors [...]Read More >

May 20, 2022 By Steve Blumenthal “I can complain because rose bushes have thorns or rejoice because thorn bushes have roses.” ― Sir John Templeton, Templeton Plan: 21 Steps to Personal Success and Real Happiness There were a lot of thorns in the stock market this week. To put the recent [...]Read More >

You can sign up to receive John's weekly free macro-economic letter here.  Now, on to the letter...  A Little Harder, by John Mauldin 5-13-22 Habib & Stockton: Mortgages in Recession Resource Security Panel Gavekal Times Three Friedman: Transition Point Bianco, Boockvar, and [...]Read More >

By Steve Blumenthal May 18, 2022 S&P 500 Index -- 3,924 Posted each Wednesday, Trade Signals provides a summary of various Equity, Fixed Income, Sentiment, Economic, and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the return investors [...]Read More >

May 13, 2022 By Steve Blumenthal “We are in pre-recession, we are going into recession, and where the Fed goes from there I’m not sure.” – Dr. Lacy Hunt, Executive Vice President, Hoisington Investment Management The 2022 Strategic Investment Conference concludes today. In this missive, I’ll be [...]Read More >

By Steve Blumenthal May 11, 2022 S&P 500 Index -- 4,016 Posted each Wednesday, Trade Signals provides a summary of various Equity, Fixed Income, Sentiment, Economic, and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the return investors [...]Read More >

May 6, 2022 By Steve Blumenthal “MP3 reflationary policies produced massive injections of money and credit into economies, leading to high nominal growth, leading to self-reinforcing inflation, leading to a tightening of monetary policy which is now just beginning. Stagflation is the big risk and [...]Read More >

By Steve Blumenthal May 4, 2022 S&P 500 Index -- 4,163 Posted each Wednesday, Trade Signals provides a summary of various Equity, Fixed Income, Sentiment, Economic, and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the return investors [...]Read More >

April 29, 2022 By Steve Blumenthal “This is not the only time in his­tory that they’ve been be­hind, but they are strik­ingly be­hind. They need to catch up and do it in a sys­tem­atic and un­der­stand­able way.” – John Taylor, Mary and Robert Raymond Professor of Economics, Stanford University, [...]Read More >

By Steve Blumenthal April 27, 2022 S&P 500 Index -- 4,184 Posted each Wednesday, Trade Signals provides a summary of various Equity, Fixed Income, Sentiment, Economic, and Gold market indicators. Market trends persist over time and stem from changes in risk premiums (the return [...]Read More >