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Category: Current Market Events

Investing Means Living in the Tension, and Other Points to Ponder

In whose best interest? “The SEC rules, to be implemented by June 30, 2020, are considered a win for Wall Street because, unlike the Department of Labor rules, they would still allow brokers to recommend products that
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Spinning Our Wheels?

Following last week's changes to Sector Rotation and Dynamic Asset Allocation, I received the following email. There are likely other readers with similar questions and thoughts, so I thought I'd respond here for the
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Annual Seasonality Sell Triggered, But Should it Be Part of Your Investing Strategy?

Right on schedule, the stock market's negative reaction to yesterday's Fed Chairman comments has caused the annual seasonality sell signal to trigger. To avoid any confusion, I'm speaking of the MACD signal (read on if
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Stock Market Soars to New High

The stock market completed a stunning seven-month round trip yesterday, with the S&P 500 and Nasdaq indexes posting new all-time highs. For the S&P 500, which is the index most investors use to measure such things these
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Investors at Risk, but of What?

I came across an article this week by Eugene Steuerle, warning of "the biggest bubble yet." We read lots of articles and see lots of claims, but this one grabbed my attention due to the following graphic, showing the
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“All Clear” Signal Sounds, But Is it Really?

SMI's "All Clear" signal has sounded. But we'd caution against putting too much weight on this indicator. Here's why.
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April Sightings

An inverted yield curve, such as seen recently in the bond market, may signal a recession ahead. Or it may not. Here are recent insights on the topic. Plus, Roth-conversion "bracketology."
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Investor, Know Thy Market and Other Points to Ponder

Proceed with caution, weathering the next market storm, the 4% rule may not add up, beyond the active/passive debate, and more.
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SMI on the Radio: Can a Bear Market Be Your Investing Friend? (audio and transcript)

If you still have a long way to go before retirement, a bear market can be your investing friend, as SMI executive editor Mark Biller explained on Moody Radio's MoneyWise Live. Listen to an
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Active Management Due For a Rebound

During a bull market, "active" strategies can be frustrating when they trail "passive" index investing. But active approaches can be worth their weight in gold when a bear market arrives.
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