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Two Views Of Recent Earnings

As regular SMI readers have likely figured out by now, we've gradually shifted over the past couple years from enjoying this bull market run in stocks to increasingly dreading its inevitable end. There's a place in every
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Diversifying Abroad: A Primer on International Investing

The United States of America remains the center of the investing universe, but trends set in motion long ago seem certain to diminish its prominence in the decades ahead. As the 21st century unfolds, other nations and
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Where Have the Dips Gone?

One of the keys to successful investing is having appropriate expectations. It's one of the reasons SMI regularly writes about what the market's typical experience is like, whether that's short-term or over the long haul.
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Growth/Value Performance Rotation

In pulling together data for the upcoming strategy report card to be published in the August issue of SMI, I noticed some interesting details about the performance rotation between the various Upgrading fund categories.
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Why Momentum Investors Should Hang In There

Most of SMI's investing strategies are built on the principle of momentum. Simply put, momentum is the idea that investments which are currently performing well tend to continue performing well, at least in the short-term.
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Why Now Is a Good Time to Launch Your Stock-Market Strategy

It may seem like a strange assertion that now is a good time to start investing in stocks. After all, the stock market has been in a long bull market that has now extended into its ninth year, stock valuations are widely
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An Inconvenient Truth and Other Points To Ponder

An inconvenient truth “Momentum is a big embarrassment for market efficiency.” — Eugene Fama, professor of finance at the University of Chicago and Nobel Laureate in Economic Sciences, in a speech at the CFA Society
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The Fed, Interest Rates, and the Eventual End of the Bull Market

After nine long years of Federal Reserve policies dominating the economic and investing landscape, it's understandable if many readers are experiencing acute "Fed fatigue" and have largely tuned out news relating to it.
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Should Annual Seasonality Be Part Of Your Investing Strategy?

The first significant volatility the stock market has faced in months has finally pulled the trigger on the annual seasonality sell signal today. This signal had been getting close to being triggered in recent days, and
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Market Observations: Breadth and Foreign Valuations

Two random observations to pass along today. They're not related (at least directly). I'm just throwing them into this post together. Market Breadth Narrowing Again Much has been written about the "FAANG" stocks —
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