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Articles from 02/2020

DAA – New Recommendation for March 2020

There is one change to the DAA lineup for March. Read on for the full details. DAA is a core portfolio strategy that is designed to help SMI readers share in some of a bull market’s gains, while minimizing (or even
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DAA Update Coming This Weekend

With the massive market volatility we've seen all week and continuing today, we won't be making a call on Dynamic Asset Allocation until we have the final closing numbers from today.
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Sector Rotation – March 2020 Update

There is no change to the official SR recommendation for March. Read on for the details. Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than SMI's other
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March Issue on Hold

We're taking the highly unusual step of delaying the release of our March issue today. It will most likely be released online Monday. The reason for postponing the issue's release has to do with Upgrading 2.0. A week ago,
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Current Market & March Issue Update

[Update: The March issue has been delayed so final February data can be obtained before changes to our Upgrading strategy are determined. See March Issue On Hold for details.] The dramatic turnaround of the stock market
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More Than a Tough Day in the Market

As investors, days like today are painful. No one likes to see significant losses in their portfolios. But what’s behind today’s losses is something far more significant than dollars and cents. It’s a horrible disease
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How the Current Rally Compares to Recent History

The stock market has been on quite a tear over the past few months. The S&P 500 index is up +11.3% since the third Fed rate cut happened last October 30, a span of about 3.5 months. It's up a whopping +17.2% since the
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SMI on the Radio: The 5 Building Blocks of Successful Investing (audio and transcript)

SMI executive editor Mark Biller talked about the key "building blocks" of a successful long-term plan on Monday's MoneyWise Live from Moody Radio. To listen, click the play button below — or, if you prefer, scroll down
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Financial Advice From the Father of Our Country

With the markets closed today for Washington's Birthday, I'm reminded of some financial advice from our first president. It's in a letter Washington wrote to a Mr. James Welch — a man who owed Washington money. In 1797,
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What Tesla & Buffett Tell Us About the Market

I've written increasingly over the past 18 months or so about similarities the current market has with the market of the late 1990s. No two periods are ever exactly the same, but when you've done this long enough you start
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