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Where Have the Dips Gone?

One of the keys to successful investing is having appropriate expectations. It's one of the reasons SMI regularly writes about what the market's typical experience is like, whether that's short-term or over the long haul.
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Growth/Value Performance Rotation

In pulling together data for the upcoming strategy report card to be published in the August issue of SMI, I noticed some interesting details about the performance rotation between the various Upgrading fund categories.
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Baseball, Hot Dogs, Apple Pie, and…Investing?

With Major League Baseball's "Midsummer Classic" (i.e.,  the annual All-Star Game) being played tonight, I was reminded of a fascinating Prager University video commentary I saw a few months ago by columnist George Will.
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Why Momentum Investors Should Hang In There

Most of SMI's investing strategies are built on the principle of momentum. Simply put, momentum is the idea that investments which are currently performing well tend to continue performing well, at least in the short-term.
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Why Now Is a Good Time to Launch Your Stock-Market Strategy

It may seem like a strange assertion that now is a good time to start investing in stocks. After all, the stock market has been in a long bull market that has now extended into its ninth year, stock valuations are widely
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Three Investment Strategies Where Ignorance is Bliss

“Deciding what not to do is as important as deciding what to do.” — Apple co-founder Steve Jobs Investing is made easier if you recognize you can ignore strategies that don’t fit into your long-term plan, such as those
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An Inconvenient Truth and Other Points To Ponder

An inconvenient truth “Momentum is a big embarrassment for market efficiency.” — Eugene Fama, professor of finance at the University of Chicago and Nobel Laureate in Economic Sciences, in a speech at the CFA Society
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SMI on the Radio – Investing with the Long-Term in Mind

One key to becoming a successful investor is to "keep your eyes up and [looking] over the horizon" — as SMI Executive Editor Mark Biller explains on today's MoneyWise radio program. Only by maintaining a long-term look
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Should Annual Seasonality Be Part Of Your Investing Strategy?

The first significant volatility the stock market has faced in months has finally pulled the trigger on the annual seasonality sell signal today. This signal had been getting close to being triggered in recent days, and
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Market Observations: Breadth and Foreign Valuations

Two random observations to pass along today. They're not related (at least directly). I'm just throwing them into this post together. Market Breadth Narrowing Again Much has been written about the "FAANG" stocks —
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