January 26, 2018 By Steve Blumenthal “For the first time in a very long time, there’s reason to be optimistic about fundamentals gaining enough traction to validate asset prices.” “The world I’m describing is a world in which even the long-term investor has to have a tactical layer on top of the [...]Read More >

By Steve Blumenthal January 24, 2018 S&P 500 Index -- 2,839 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 >

January 19, 2018 By Steve Blumenthal “Happiness is not something readymade. It comes from your own actions.” Dalai Lama Whatever business you might be in, you’ll probably agree with me that a critical key to your success is sales.  Of course, you need great product, great team members and [...]Read More >

By Steve Blumenthal January 17, 2018 S&P 500 Index -- 2,776 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 >

January 12, 2018 By Steve Blumenthal “Anyone who started investing after 1981 has never experienced a bear market in Treasuries. But with short-end Treasury yields now at their highest levels since 2008, and the 10-year yield threatening to break out of its long-term trend channel, could this be [...]Read More >

By Steve Blumenthal January 10, 2018 S&P 500 Index -- 2,743 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 >

January 5, 2018 By Steve Blumenthal “And then at the end of the day, the most important thing is how good you are at risk control. Ninety-percent of any great trader is going to be the risk control.” – Paul Tudor Jones Last week I shared a personal story with you that, frankly, I very much [...]Read More >

By Steve Blumenthal January 3, 2018 S&P 500 Index -- 2,701 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 >

December 29, 2017 By Steve Blumenthal “I don’t believe that I am the only person who cannot predict future prices. No one consistently can predict anything, especially investors.  Prices, not investors, predict the future. Despite this, investors hope or believe that they can predict the future, [...]Read More >

By Steve Blumenthal December 27, 2017 S&P 500 Index -- 2,680 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 >

December 22, 2017 By Steve Blumenthal “BIS [Bank of International Settlements] research suggests that the ups and downs of the dollar – and the cycle of dollar liquidity – are what drive the world’s animal spirits and asset prices. This liquidity spigot is clearly being turned off. The Fed is [...]Read More >

By Steve Blumenthal December 20, 2017 S&P 500 Index -- 2,682 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 >

December 15, 2017 By Steve Blumenthal “For when the One Great Scorer comes To mark against your name, He writes -- not that you won or lost --  But how you played the Game.” > Grantland Rice (from the poem "Alumnus Football") When I was young, my mother bought me a book written by [...]Read More >

By Steve Blumenthal December 13, 2017 S&P 500 Index -- 2,665 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 >

December 8, 2017 By Steve Blumenthal I met Philippa Dunne, co-editor of The Liscio Report, at the Camp Kotok fishing trip last August.  She dials into state tax receipts and has many deep contacts.  What I like is how she tracks the data on the lookout for recession risks.  I found the most recent [...]Read More >