September 7, 2018 By Steve Blumenthal “[A] grain falling on a red spot can, by domino-like action, cause sliding at other nearby red spots.” – Mark Buchanan, Ubiquity, Why Catastrophes Happen I woke up early last Saturday morning and found John Mauldin’s Thoughts from the Frontline newsletter on [...]Read More >

By Steve Blumenthal September 5, 2018 S&P 500 Index -- 2,888 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators.  Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >

August 31, 2018 By Steve Blumenthal “The best insurance policy against missing big market moves is to have more than one online brokerage account.” – Barron’s, March 11, 2000 If you feel it appropriate, share this piece with your client(s).  It's about late cycles, investor behavior and risk [...]Read More >

By Steve Blumenthal August 29, 2018 S&P 500 Index -- 2,900 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators.  Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >

August 24, 2018 By Steve Blumenthal "With solid household and business confidence, healthy levels of job creation, rising incomes, and fiscal stimulus arriving, there is good reason to expect that this strong performance will continue….” – Federal Reserve Chairman Jerome Powell in Jackson [...]Read More >

By Steve Blumenthal August 22, 2018 S&P 500 Index -- 2,862 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators.  Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >

August 17, 2018 By Steve Blumenthal “The deflationary period we’ve been in has come to an end.” – Louis-Vincent Gave, Founding Partner & CEO, Gavekal Research Last March, I shared with you GaveKal Research’s “Four Quadrants Framework.”  Louis-Vincent Gave presented at the March 2018 Mauldin [...]Read More >

By Steve Blumenthal August 15, 2018 S&P 500 Index -- 2,807 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators.  Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >

August 10, 2018 By Steve Blumenthal “The way to build long-term returns is through preservation of capital and home runs.” “Everyone sort of lives with their rulers in the past and doesn’t look at coming changes.” “Earnings don't move the overall market; it's the Federal Reserve Board... focus [...]Read More >

By Steve Blumenthal August 8, 2018 S&P 500 Index -- 2,857 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators.  Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >

August 3, 2018 By Steve Blumenthal “I don't want to scare the public, but we've never had QE. We've never had the reversal. Regulations are different. Monetary transmission is different. Governments have borrowed too much debt, and people can panic when things change.” – Jamie Dimon, Chairman [...]Read More >

By Steve Blumenthal August 1, 2018 S&P 500 Index -- 2,809 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators.  Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >

July 27, 2018 By Steve Blumenthal “One last thing – as for this debate about the yield curve needing to invert to warrant a recession call, the reality is that at the ultra-low levels of rates, bloated central bank balance sheets that are in the process of gradually unwinding, and in the face of [...]Read More >

By Steve Blumenthal July 25, 2018 S&P 500 Index -- 2,817 Posted each Wednesday, Trade Signals looks at several of my favorite stock, investor sentiment and bond market indicators.  Market trends persist over time and stem from changes in risk premiums or the amount of return investors [...]Read More >

July 20, 2018 By Steve Blumenthal "Curiosity leads to learning. As you expose yourselves to newer and richer experiences; you learn different things—some good, some bad—but all important to the journey of life. It is what you learn is all that matters." – "Prashant" in John Mauldin's “An [...]Read More >