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Annual Seasonality Buy Signal Triggered – Fall 2017

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 here. For
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Is DAA Positioned for a Downturn?

One of the comments to my article last week on stock valuations expressed concern that DAA isn't currently well-positioned for a downturn. Another reader asked the related question about how DAA was positioned at the
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Stock Market Valuation Review

Stock market valuations have risen so much over the course of this now 8.5-year bull market that we're concerned about the implications of today's prices on future returns. This is a normal part of the bull/bear market
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We Interrupt This Bull Market to Remind You…

These are heady times for stock investors. Today's one-year election anniversary marks a robust 28.5% gain for the Dow Jones Industrial Average over that time. Even more remarkable, SMI's Sector Rotation is up a stunning
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Will the Bear’s Bite Be Especially Painful for Passive Investors?

Managing expectations is a crucial aspect of successful investing. With today’s long-running bull market having proven its resilience in the face of political, economic, and virtually every other type of threat over the
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Behind the Scenes of a Strong Year for SMI’s Strategies

We've been busily working on the November newsletter, and as part of that, I've been pulling together the quarterly "report card" that we regularly run to update members on the performance of the various SMI strategies. I
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SMI on the Radio: How to Win the ‘Emotional Battle’ of Investing

Emotion-driven decisions during a market downturn can harm your long-term financial health. Preparing mentally before the market drops can help you keep your emotions in check — as SMI Executive Editor Mark Biller
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Least Volatile Year On Record? Almost.

SMI has frequently discussed what "normal" market volatility looks like. Typically this takes the form of quoting statistics regarding the market averaging a 10% correction roughly once per year, and so on. We feel like
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A Strategy for Minimizing Your Losses During the Next Bear Market

As an investor, what do you fear the most? Few things stir our emotions more, financially speaking, than experiencing a historically powerful bear market (such as the one that ran from late 2007 to early 2009). The fear
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The Guardrails of Diversification

This Level 3 “Broadening Your Portfolio” column frequently deals with specific investments you can add in an effort to increase diversification. But occasionally it’s good to pull back and take a wider view: establishing
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