The stock market suffered another day of steep losses yesterday, with the S&P 500 falling -3.2%. Small stocks were hit even harder, with the Russell 2000 down -4.4%. It was the fifth day so far in 2018 that the S&P 500 has
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July 26, 2018
Patrick O'Shaughnessy
The formative scars of the 2008 financial crisis have inclined many millennials (born between 1980-2000) to be more risk-averse than other post-World War II generations, favoring the safety of low-paying savings over
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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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April 26, 2017
Charles D. Ellis
Time is Archimedes’s lever in investing. Archimedes is often quoted as saying, “Give me a lever long enough and a place to stand, and I can move the earth.” In investing, that lever is time (and the place to
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Inflation is the silent stalker of investment returns. Because it is neither paid directly, nor is it deducted — as taxes are — inflation often escapes detection even as it undercuts buying power. Even relatively low
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The Federal Reserve’s desire to raise short-term interest rates has been clearly communicated for many months. It has been the key issue driving the investing markets all year (at least until last week's Brexit vote), and
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As is usually the case, opinion is all over the lot as to the wisdom of the Federal Reserve's decision to keep short-term interest rates at near zero levels. Here are links to (and brief excerpts from) some of the more
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In creating the various kinds of mechanical strategies that we offer, there occasionally comes a time when an established one is superceded by a newer one. That may be the case with our Optional Inflation Hedges strategy.
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I spotted an interesting article last week, entitled "Here's the income portfolio you want to own when interest rates rise." Written by Mark Hulbert, it's addressing the question on everyone's mind these days. We were in
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I want to update our members on two changes that we are making with respect to these two strategies.
First, SMI's "Bear Alert" (BA) indicator is alive and well. (Those unfamiliar with the BA can learn more here.) It's
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