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Yield Curve Inverts – What You Need to Know

We've been witnessing tremendous daily volatility in the stock market recently and today is no exception. That said, the primary catalyst for today's plunge lower — the "official" inverting of the yield curve — is a big
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DAA – August 2019 Update

There are no changes to the DAA lineup for August. Read on for the full details. DAA is a core portfolio strategy that is designed to help SMI readers share in some of a bull market’s gains, while minimizing (or even
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DAA Decision on Hold as Fed Rate Cut Rattles Markets

For half an hour after the Fed announced today that it is cutting interest rates for the first time in 10½ years, the markets stayed calm and it looked like we might be able to make a normal call on DAA. Then Chairman
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Sector Rotation – August 2019 Update

There is no change to the official SR recommendation for August. 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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Stock and Bond Upgrading Update for August

There are no changes to Stock or Bond Upgrading for August.
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2nd Quarter Report: June Surge Ends Best First Half Since 1997

Investor emotions in the second quarter of 2019 ran the gamut from optimism to despair to glee. Meanwhile, most of SMI's strategies posted solid gains.
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An Upgrading Overview: Easy as 1-2-3

Our investing strategy known as Fund Upgrading is based on the idea that if you are willing to monitor your mutual-fund holdings and replace laggards periodically, you can improve your returns.
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Workarounds for Using SMI in a 401(k) Plan

We have an unusual situation in our Fund Upgrading strategy this month: All of the recommended funds in one of the stock risk categories — large-company value — are exchange-traded funds (ETFs). That may pose a challenge
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DAA – New Recommendations for July 2019

There is one change to the DAA lineup for July. Read on for the full details. DAA is a core portfolio strategy that is designed to help SMI readers share in some of a bull market’s gains, while minimizing (or even
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DAA — July Update

We won't be making a definitive call regarding the July recommended asset classes until later in the weekend. Here's why.
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