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Category: Current Market Events

Pictures That Are Worth Lots of Words

"A picture is worth a thousand words," the adage goes. That is not universally true, but visual images can communicate quite efficiently and effectively. The pictures (i.e., graphs and charts) below are from the most
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Market Phase Transition Underway

The fact that certain investments perform better or worse during certain types of economic/market conditions is both an opportunity and a potential pitfall. It's an opportunity in that investors can potentially boost
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There Will Be Days Like This

As I glanced at the market news today, what came immediately to mind was the old Van Morrison song, “Days Like This.” It should be an anthem for all investors. The gentle instrumentals and soothing lyrics feel like
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A New Generation of Investors

Schwab is out with a new study that contains a stunning finding: 15% of today’s U.S. stock market investors began investing in 2020. It seems that last year’s scary market drop had the exact opposite effect of what
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INFL: An Easy Way to Add Inflation Protection to Your Portfolio

Most SMI portfolios are adequately protected against the threat of higher inflation. But here’s one additional option if you want even more inflation protection.
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Inflation Soars…Bond Market Snores

Another massive inflation report (PDF) came in last week, and once again the markets brushed it off. The year-over-year increase in the Consumer Price Index hit 5.0% last month, but bond yields were basically unchanged on
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Big Picture Update

As we head into June, it's an opportune time to take stock of the market's big picture themes. We'll be at the 2021 halfway point before we know it, so here's a quick update on the big market drivers so far this year, as
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Annual Seasonality Signal Triggered, But Think Twice Before Selling

Right on schedule, the stock market is dropping as we hit May. For those who may not be familiar with the old "Sell in May and go away" advice, this is a familiar annual seasonality pattern for the stock market. We'll
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SMI on the Radio: Good News on the Economy, But Don’t Throw Caution to the Wind (audio & transcript)

The economy is booming and the stock market has been humming. But are we headed toward a significant bout of inflation? SMI's executive editor Mark Biller offered insights on the economy and the markets last week on Moody
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May 2021 Sightings

The Financial Times asks “Are Retail Investors Safe In Today’s Heady Stock Markets?” and The Wall Street Journal reports on the proposed hike in the capital-gains tax.
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