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Articles from 06/2020

DAA – July 2020 Update

There are no changes to the DAA lineup for July. 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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Sector Rotation – July 2020 Update

There is no change to the official SR recommendation for July. 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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The Shape of Things to Come

There’s much debate among economists about the likely path of our country’s recovery from the pandemic-fueled recesssion. Those who think about such things tend to talk in terms of “shapes.” So, in a series of surveys
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July Issue Release Timing

The stock market suffered a second significant sell-off today, its second in the past 10 sessions. The S&P 500 is basically flat for June at this point, closing today at 3,050 after ending May at
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Don’t Believe Everything You See (or Read or Hear)

An old proverb, variously attributed, says: "A lie can travel around the world and back again while the truth is lacing up its boots." In other words, false information travels fast, but the truth much more slowly. The
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State of the Markets After 100 Days

It's been 100 days since the WHO officially declared COVID-19 to be a pandemic. I'll leave the medical/political sides of that to others, but it seems like an appropriate time to update some big picture thinking about the
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SMI on the Radio: The Case for Gold (audio and transcript)

Central-bank actions and overall economic conditions are making gold an increasingly attractive investment, as SMI executive editor Mark Biller explained on yesterday's MoneyWise Live from Moody Radio. To listen to a
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“Okay Boomer” Comes for the Stock Market

In November, 2019, 25-year-old Chlöe Swarbrick, a member of New Zealand’s Parliament, popularized the phrase, “Okay Boomer,” when she used the dismissive comment to shut down an older colleague who had interrupted her as
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Making Sense of a Manic Market

The stock market is currently working through its third "once in a generation" crisis in the past 20 years. There was the Tech Bubble in the late-1990s that culminated in the bear market of 2000-2002. The loose-money
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 5-31-20

We've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through May 31, 2020. • The Portfolio Tracker: The Tracker can personalize SMI's fund rankings to your specific
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