November 17, 2017 By Steve Blumenthal “If you are adding to your long-term holdings of stocks and other risk assets at current market valuations, you are likely to be betting -- knowingly or not -- on a combination of three drivers of future returns; or you are planning to sell your holdings to [...]Read More >

By Steve Blumenthal November 15, 2017 S&P 500 Index -- 2,570 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 >

November 10, 2017 By Steve Blumenthal “We are going to have to address the debt.  And we are going to get more debt.” – Joe Kalish, Chief Global Macro Strategist, Ned Davis Research This week’s On My Radar is an investment outlook piece.  While current trend evidence remains bullish, you’ll see [...]Read More >

By Steve Blumenthal November 8, 2017 S&P 500 Index -- 2,594 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 >

November 3, 2017 By Steve Blumenthal “There are essentially two forces influencing returns: growth and inflation. The task, then, is building a portfolio that can weather any scenario, regardless of what these factors are doing…  You should be building a diversified portfolio with assets that [...]Read More >

By Steve Blumenthal November 1, 2017 S&P 500 Index -- 2,577 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 >

October 27, 2017 By Steve Blumenthal “Collectively, the Fed, European Central Bank and Bank of Japan own one-third of the global bond market. “ – Mary Ellen Stanek, CFA Managing Director and Director of Asset Management, Robert W. Baird & Co., Chief Investment Officer, Baird [...]Read More >

By Steve Blumenthal October 25, 2017 S&P 500 Index -- 2,569 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 >

October 20, 2017 By Steve Blumenthal “You have to bet against the consensus and be right to be successful in the markets.” – Ray Dalio, Founder, Bridgewater Associates, LP It remains a decidedly risk-on environment.  Interest rates are higher, the dollar is higher and the stock market is higher. [...]Read More >

By Steve Blumenthal October 18, 2017 S&P 500 Index -- 2,559 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 >

October 13, 2017 By Steve Blumenthal “Long-term Investors need to be invested in long-term assets, but pay special attention to limiting downside losses. The best way to make money in the long term is not losing it in the short term.” – Dr. David Kelly, Chief Global Strategist J.P. Morgan Asset [...]Read More >

By Steve Blumenthal October 11, 2017 S&P 500 Index -- 2,551 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 >

October 6, 2017 By Steve Blumenthal "We think the main attribute of the next crisis will be severe liquidity disruptions resulting from market developments since the last crisis." - Marko Kolanovic, Ph.D., Head of Quantitative and Derivatives Strategy, JP Morgan Chase & Co. (Source: The [...]Read More >

By Steve Blumenthal October 4, 2017 S&P 500 Index -- 2,539 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 >

September 29, 2017 By Steve Blumenthal “It isn’t what’s in my head that’s most valuable, although I did learn a lot along the way; it’s knowing how to deal with not knowing that’s been the source of my success.” – Ray Dalio I’d like to take you to two places today.  One is life and the pursuit [...]Read More >