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Learning to Love Bear Markets: A Lesson in Contrary Thinking

If you’re like most investors, you cheer for the bull. That makes sense if you need to cash out your stock investments in the next 3-5 years. But otherwise, you’ve got it all wrong — you should be pulling for the
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Upside Risk and Other Points to Ponder

Blissful ignorance “If you had checked your portfolio on January 1, 1987, and then slept through the entire year and woken on December 31st you would have looked at your portfolio and said ‘huh, pretty slow year in the
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SMI Introduces Multiply: A Biblical Guide to Investing

Many SMI members have asked us to create materials suitable for a small group or Sunday School class. Done! Our new four-part video-based study equips people with the knowledge, confidence, and biblical foundation to
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After January Rebound, What’s the Market’s Current Status?

The stock market has bounced back quite a bit from its recent sharp decline. Even so, SMI’s defensive systems are flashing warning lights. Here's why.
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The High Cost of Fear

Unwarranted fear is a dangerous investing enemy, prompting you to make decisions that hurt your portfolio. Learning to recognize and resist unwarranted fear will help you become a successful long-term
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History Indicates What Comes Next

As a follow-up to my post from yesterday, Significant Market Test Ahead, I want to highlight a few things from an excellent article by Bryce Coward, CFA, titled, What Does a Typical Counter-Trend Rally Look Like After a
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Significant Market Test Ahead

Let's take a look at the recent stock market recovery. From its low on Christmas Eve, the S&P 500 is up +11.5%. However, because it takes larger percentage gains to offset smaller percentage losses (the "cruel math" of
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High Volatility Shouldn’t Be Surprising

The stock market path took a few more significant twists last week when the S&P 500 followed a -2.5% loss on Thursday with a +3.4% gain on Friday. The immediate cause of Friday's rally was the apparent "blink" of Fed
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Bear Alert + A Few Market Observations

It's very unusual for the stock market to fall as far and as fast as it has this December. This type of decline is what we normally see at the end of long bear markets, not at the beginning. But the market isn't a
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Upgrading 2.0 Defensive Protocols Have Been Triggered

After setting an all-time high in September, the stock market has slid into “correction” territory. In light of the pace and extent of the decline, Upgrading’s new 2.0 defensive protocols have been activated, reducing the
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