In SMI's October cover article, The Role of SMI’s Dynamic Asset Allocation Strategy in Light of Current Market Dynamics, we revisited the concern that led to the research/creation of DAA:
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If you've been tuned into the market's ugly recent slide, it's probably hard to believe that just three weeks ago the market was setting new all-time highs. This downturn has been sudden and painful, but isn't particularly
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SMI has increasingly emphasized caution as this year has progressed, with the latest examples being our October cover article on Dynamic Asset Allocation and Matt's Voices of Reason, Reasons for Caution post Monday. Seems
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Sighting: The Case for Actively Managed Funds
In the United States, assets have shifted away from actively managed funds and towards passively managed index funds and ETFs; specifically, less than 8% of the assets in
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Today I'm going to discuss a fundamental investing distinction between trend-following and predictive strategies. Occasionally I'm reminded that some of these foundational investing building blocks need to be revisited
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Hurricane Florence appears poised to blast the Carolinas in the coming days, with 1.7 million people currently under evacuation warnings and some 5.4 million covered by various hurricane watches and warnings. It's a
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August 29, 2018
Brian Portnoy
“Your own behavior is by far the most important factor in investment success.” So says Brian Portnoy, author of The Geometry of Wealth. In this excerpt from the book, he explains how automating your investment decisions
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Most of the investing world hailed the current bull market taking over the crown as the “longest bull in history” on August 22. While there were a few dissenters arguing over that distinction, by most measures, the current
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Rising and Falling Uncertainty
Worries abound, from Chinese trade wars…to midterm campaign-related uncertainty…. [But] I’ve crunched data since long before PCs arrived, [so I know that] the Standard & Poor’s 500 index has
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Today the stock market is being widely celebrated for having set a new record as the longest bull market in history. At 3,453 days old, it officially passes the previous record set by the bull that ran from October 1990 to
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