January 24, 2013 By Steve Blumenthal We frequently hear that the economy is bad so stocks are down or the economy is good so stocks are up. I'm sure you cringe along with me when you hear the news reports incorrectly justifying that day’s market move. I believe that the best predictors of [...]Read More >
On My Radar: February 7, 2013 - 02-7-2013
February 7, 2013 By Steve Blumenthal Not since February 2000 (not a typo) has more money raced into equity funds until this past January 2013. I hear Sir John Templeton whisper in my head, “Sell when everyone else is buying”. He also advised to, “Buy when everyone else is selling,” though that [...]Read More >
On My Radar: January 24, 2013 - 01-24-2013
By Steve Blumenthal January 24, 2013 This morning Ray Dalio was interviewed on CNBC. Have you ever watched a master teacher present to his class? There is a silence and sense of crystal clear awareness. Ray spoke about his macro perspective, the markets and his views on how to structure a [...]Read More >
On My Radar: January 11, 2013 - 01-11-2013
January 11, 2013 By Steve Blumenthal Over promised! Under funded! Unmanageable debt! Keep on printing boys! Checks for Free! In this week’s piece, I share a link to “Money for Nothin’ Writing Checks for Free” by Bill Gross. Bill does a great job in simplifying and sharing his views on what [...]Read More >
On My Radar: January 3, 2013 - 01-3-2013
January 3, 2012 By Steve Blumenthal As I dive through a broad range of independent research each week, following are several bullet points I found interesting: John Mauldin – Somewhere Over the Rainbow Since U.S. GDP (Gross Domestic Product) has tended to grow (at least until recently) at [...]Read More >
On My Radar: December 27, 2012 - 12-27-2012
S&P 500 Index 1420 By Steve Blumenthal December 27, 2012 Included in this week’s Trade Signals are the following: Updated Sentiment Charts – sentiment is neutral. I cautiously favor “RISK ON”. High Yield Bond signal remains in a “buy”. Russell 2000 Index Chart – nearing [...]Read More >
On My Radar: December 20, 2012 - 12-20-2012
December 20, 2012 By Steve Blumenthal As I dive through a broad range of independent research each week, following are several bullet points I found interesting: James Rickards – Capital Account Interview with Lauren Lyster Rickards argues that the Fed is fighting deflation and a [...]Read More >
On My Radar: December 13, 2012 - 12-13-2012
December 13, 2012 By Steve Blumenthal As I dive through a broad range of independent research each week, following are several bullet points I found important: Ray Dalio on CNBC Gary Shilling on the Fed’s recent move – “Playing with Fire” Ten Year Forward Expected 60/40 Return – link to [...]Read More >
On My Radar: December 6, 2012 - 12-6-2012
December 6, 2012 By Steve Blumenthal As I dive through a broad range of independent research each week, following are several bullet points I found important: Rob Arnott – 2012 IMCA Winter Specialty Conference I was in Scottsdale this week speaking at the IMCA Winter Specialty [...]Read More >