TRANSCRIPTION: IN-DEPTH – THE PASSIVE ETF DYNAMO SLIDE 4 To understand the insanity we are presently witnessing, we need take a step back and consider just how institutional money like Pensions, Insurance Companies & Financial Intermediaries think. They like fixed income because it’s far less volatile and ostensibly less risky than equities, They hate […]
TRIGGER$ December 2017
DECEMBER S&P 500 TARGETS
DECEMBER S&P 500 TARGETS TARGETS S&P500 THERE IS A POTENTIAL HIGHER HIGH OF ~2800 (See Below) BY Q2 SPRING 2018 EARNINGS SEASON [A Break of 21,800 in the DOW Would Indicate a Final Top Is Likely In] (The Final Lift Could Be higher with a Coordinated Central Bank Rejection of Quantitative Tightening – QT) WE REACHED […]
DECEMBER UPDATE: ELLIOTT WAVE THEORY INDICATING A YE / YB MARKET SCARE A STRONG POSSIBILITY
DECEMBER UPDATE: ELLIOTT WAVE THEORY INDICATING A YE / YB MARKET SCARE A STRONG POSSIBILITY There is a Phi mate turn date at the end of December, and a major Bradley model turn date in mid-January 2018. There is also a Fibonacci Cluster turn window the last week of December. These turn dates may be […]
DECEMBER UPDATE: INITIAL SIGNAL OF 12 MMA CUTTING 24 MMA
DECEMBER UPDATE: INITIAL SIGNAL OF 12 MMA CUTTING 24 MMA
DECEMBER 2017 UPDATE: POST 2008 BOUNDARY CONDITIONS
DECEMBER 2017 UPDATE: POST 2008 BOUNDARY CONDITIONS
S&P 500: “THROW-OVER” OF ENDING DIAGONAL
S&P 500: “THROW-OVER” OF ENDING DIAGONAL
THE FIVE BIGGEST “MARKET CONUNDRUMS”
THE FIVE BIGGEST “MARKET CONUNDRUMS” Change in market tone since September: From 2016 through August 2017, global interest and forex rates and stock prices were strongly influenced by 10y UST yield movements. This led investors globally to focus on US rates. However, since September this simple landscape has changed, creating headaches for bond, forex, and […]
FUNDAMENTALS: MARKET REMAIN HISTORICALLY OVERVALUED
FUNDAMENTALS: MARKET REMAIN HISTORICALLY OVERVALUED — SOURCE: 12-05-17 Doug Short – “Market Remains Overvalued” — Here is a summary of the four market valuation indicators we update on a monthly basis. The Crestmont Research P/E Ratio (more) The cyclical P/E ratio using the trailing 10-year earnings as the divisor (more) The Q Ratio, which is […]
FUNDAMENTALS: INDUSTRIAL ERA ACCOUNTING FAILING INVESTORS IN CURRENT “KNOWLEDGE” ERA
FUNDAMENTALS: INDUSTRIAL ERA ACCOUNTING FAILING INVESTORS IN CURRENT “KNOWLEDGE” ERA — SOURCE 12-07-17 Knowledge Leaders Capital – “Earnings Don’t Matter After All!” — Our long-time readers are familiar with the work of Professor Baruch Lev of the NYU Stern School of Business, whose research forms the basis for the Knowledge Leaders investment strategy. In his […]
MARKET IS NOT ABOUT 95 PERCENTILE OF US HOUSEHOLD INVESTMENTS – ITS ABOUT FOREIGN FLOWS
MARKET IS NOT ABOUT 95 PERCENTILE OF US HOUSEHOLD INVESTMENTS – ITS ABOUT FOREIGN FLOWS Russell 3000 & Personal Saving Market Cap of U.S. Companies & Gross Private Saving FOREIGN INVESTMENT FLOWS