Each week we produce a chart book of the major financial markets to review whether the markets, as a whole, warrant higher levels of equity risk in portfolios or not. Stocks, as a whole, tend to rise and fall with the overall market. Therefore, if we get the short-term trend of the market right, our […]
The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market environment, the risk to capital relative to the market, and how we are positioned currently. It includes our MacroView, analysis on markets and sectors, financial planning, and our 401k plan manager.
We are adding a NEW REPORT we will be rotating on Thursday’s which looks at the intermarket analysis between various asset classes, commodities, rates, and currency. The goal is to identify opportunities in areas which may be breaking historical correlations, or are confirming changes in trends. What Is Intermarket Analysis? Intermarket analysis is a method […]
Each week we produce a chart book of 10 of the current positions we have in our equity portfolio. Specifically, we are looking at the positions which warrant attention, or are providing an opportunity, or need to be sold. While the portfolios are designed to have longer-term holding periods, we understand that things do not […]
Each week we produce a chart book of the S&P 500 sectors to review where money is flowing within the market as whole. This helps refine not only decision making about what to own and when, but what sectors to overweight or underweight to achieve better performance. HOW TO READ THE CHARTS There are three […]
Each week we produce a chart book of the major financial markets to review whether the markets, as a whole, warrant higher levels of equity risk in portfolios or not. Stocks, as a whole, tend to rise and fall with the overall market. Therefore, if we get the short-term trend of the market right, our […]
Like KO, we are not making a recommendation on MCD as a short or a sell candidate, but by our analysis, MCD stock appears to be trading at a very high valuation.
The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market environment, the risk to capital relative to the market, and how we are positioned currently. It includes our MacroView, analysis on markets and sectors, financial planning, and our 401k plan manager.
A technical review of the S&P 500 using daily, weekly and monthly charts to determine overbought, oversold, and risk/reward scenarios for carrying equity exposure. We did this analysis at the end of January, but given the recent surge in the market, which is now pushing the S&P 500 back into extreme overbought territory, it is […]