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SMI on the Radio: A Nervous Market (audio & transcript)

Bearish sentiment rose sharply last month — and even though that sentiment has now softened somewhat, many investors remain uneasy. They're concerned about the economic and market impact of Fed policy, rising inflation,
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Annual Seasonality Buy Signal Triggered – Fall 2021

This post has the potential to be confusing, especially for newer readers. So let me begin by saying that if you don't know what the term "annual seasonality" means, you can safely ignore everything written below. You
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Money Roundup: Placing Today’s Market in the Cycle, Bitcoin ETFs Coming Soon, and More

Some of the best investing and personal finance articles from around the web. Where are we in the market cycle? (The Felder Report). Of course, no one really knows, but here’s what one market watcher sees.   The SEC
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$100 Oil — Why Not?

I've had some direct member requests for comment regarding "the stimulus and other Congressional goings-on and how this might all play out in the market both short and long-term" (to quote one that came in this
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Coming Soon to a Retirement Plan Near You: Annuities

BlackRock, the world’s largest asset manager, has announced plans to provide annuities through workplace retirement plans. According to The Wall Street Journal, annuities will be integrated into a new family of BlackRock
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Money Roundup: Don’t Overcomplicate Your Investing, Student-Loan Forgiveness, and More

Here's our weekly Roundup of recent pieces on investing, personal finances, and stewardship. We hope you find them to be interesting and helpful. There's more to investing than just risk and return (Christine Benz,
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 9-30-21

We've just updated SMI's online Personal Portfolio Tracker with performance data through Sept. 30, 2021. And we've posted a new edition of our monthly Fund Performance Rankings (FPR). New to the Tracker and FPR? Here's an
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Money Roundup: Every Market Has Its Challenges, Numbering Our Days, and More

Some of the best investing and personal finance articles from around the web. One-sided markets (The Big Picture). Today’s market environment is ripe for poor decision-making.   The economy looks solid. But these are
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DAA – October 2021 Update

There are no official changes to the DAA lineup for October, although we are changing one of the optional refinements. Read on for the full details. DAA is a core portfolio strategy designed to help SMI readers share in
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Sector Rotation – October 2021 Update

There is no change to the official SR recommendation for October. 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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