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Stock Upgrading – New Recommendations for May 2022

Stock Upgrading is a mechanical strategy that involves owning traditional mutual funds and ETFs that are exhibiting strong recent momentum. As that momentum fades, holdings are replaced by new selections. The simplest
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Market Risks Rise as Fed Joins Battle Against Inflation

The Fed's Quantitative Easing supplied extra money to the financial markets. Now, comes Quantitative Tightening. If the goal of QE was to boost asset prices, the goal of QT is to lower them.
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1st Quarter Report: The Bear Market Begins?

Most of SMI’s strategies posted small losses. Here's why they were significantly less severe than first-quarter losses in the broader market.
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6 Principles for a Solid Investing Plan

No single investing strategy is right for everyone. But every good long-term strategy incorporates these six core principles.
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Will Fed Tightening Break Something?

There's a perception that the Fed hasn't done much yet to counter inflation and that this battle will basically begin at their May meeting. That's largely accurate, as the Fed has been way behind the curve in dealing with
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Money Roundup: Beware the Yield Curve, a Reluctance to Spend, and More

Some of the best investing and personal finance articles from around the web. The inverted yield curve omen (Compound Advisors). Recession watch — it looks likely, but determining the timing is tough.   Cut your
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SMI on the Radio: Beyond Stocks and Bonds (audio & transcript)

Commodities, real estate, and certain other investments that once had little appeal to the average investor — and were largely out of reach anyway — have become more mainstream and accessible. And, as SMI executive editor
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Controlling What We Can

The Covid-19 pandemic has taken a financial toll on many households. For example, a recent Fidelity study found that a quarter of U.S. adults are less confident than they were before the pandemic that they will eventually
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Money Roundup: A Safe Investment That Pays Nearly 10%, Your Portfolio Isn’t a Financial Plan, and More

The SMI office is closed tomorrow in observance of Good Friday. We're posting this week's Roundup today. The safe investment that will soon yield almost 10% (Wall Street Journal). U.S. Treasury I Bonds purchased
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The Most Important Financial Chart

It has been a wild start to 2022. This has obviously been true in the "real world" as the world deals with a major European land war for the first time in decades. It's also been true in financial markets, as the
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