Bears Tortured & Decimated
The economy saw more good news on inflation this week with both CPI and PPI coming in a little cooler than expected. I know. I know. You are as surprised as I am (lots of sarcasm). Stocks haven’t rocketed off of the October bear market bottom because inflation was going to remain hot. The other day I argued with a guy who doesn’t actually manage money professionally, but claims to be all-knowing. We were at odds about the economy and […]
Read More
Date: July 14, 2023
More Bullish Setups in The S&P 500 – Don’t Ignore The Dow Industrials
Friday was an ugly day. While the indices showed very modest losses, they, were strong in the morning, lost all of the gains and then some before closing at the lows of the day. In a vacuum that would suggest a short-term peak. But remember, we don’t manage money in a vacuum nor analyze things that way. Yes, it was a Friday in a holiday-shortened week, but I also don’t want to qualify it either. Below is the S&P 500. […]
Read More
Date: July 10, 2023
June Jobs Report Completely Contrary to ADP – Bears Want It Both Ways
I am late in getting this out. My apologies. As you know we held our quarterly client webinar last night. After I saved the video I could not get the sound to play which we worked on this morning. I also wanted to see what the June jobs report looked like as it was released at 8:30am. On Thursday stock and bond markets sold off hard after ADP showed a massive surge in new jobs for June which would prompt […]
Read More
Date: July 7, 2023
New Week, Month, Quarter & Half Start w/ Bulls Still Celebrating
Welcome back and I hope had a great 4th of July and/or long weekend! Just a reminder that my quarterly client webinar will take place tomorrow (Thursday) at 8pm EDT where we will cover the events of Q2, performance of our strategies and a sneak peak at what lies ahead in Q3. Of course, please bring any and all questions! Monday was the first day of the week, month, quarter and 2nd half of the year. Over 80% of the […]
Read More
Date: July 5, 2023
Stats Still Point Higher for Stocks – Gold Looking at a Bottom Right Here
We have come to the end of the week, the end of the month, the end of the quarter and the end of the first half of 2023. As I continue to remind myself, my grandmother always warned me that the older we get, the faster time flies by. Never let a moment go to waste. My grandmother was a very worldly and wise person. We had this uniquely special relationship. She and my grandfather never conformed and did things […]
Read More
Date: June 30, 2023
End of The Week, Month, Quarter & First Half Showing Opportunity
Over the weekend I published a video with a cornucopia of thoughts about the Fed, recession, yield curve and the markets. Towards the end of the video I offered that the stock market should bottom immediately, meaning in the coming day or so. And you know from the trades I post that we took advantage of the small bout of weakness to buy and rotate portfolios and get stopped out of a gold trade again. Seasonally, the stock market is […]
Read More
Date: June 28, 2023
You Asked, I Answered
It is a long time in coming, so here is a video answering the most asked questions of late. Most Asked Questions ICYMI, here are some recent media interviews and quotes. Can the year of the bull continue? Don’t misread the Fed’s pause in June as the end of higher rates; Financial advisors tune out debt ceiling hysteria; How Should Investors Prepare For A Debt Ceiling Crisis?; On Friday we bought ITA and levered S&P 500. We sold DXHYX and […]
Read More
Date: June 26, 2023
Why High-Net-Worth Individuals Need a Fee-Only Fiduciary Financial Advisor
Navigating financial markets can be as challenging as sailing uncharted waters. For high-net-worth individuals, these waters can often be laden with an even greater array of complex financial decisions, strategies, and outcomes. What is a realistic solution? Hire an experienced guide. But not just any guide. Hire a fee-only financial advisor who, as a fiduciary, must put your financial interests first. In this blog, I’ll explain why highly successful individuals like yourself should consider working with a fee-only, fiduciary financial […]
Read More
Date: June 26, 2023
Six Retirement Tips From a Woodbridge, CT, AIF® Financial Advisor
For high-net-worth individuals, retirement planning is not simply about building a nest egg. It involves a complex web of considerations, from maximizing retirement savings to planning for health care late in life. As a fee-only, fiduciary financial advisor based in Woodbridge, CT, I’ve helped hundreds of successful individuals and families create sustainable retirement plans over the last 30 years. As your wealth accumulates, so should your need for a highly experienced financial professional who has earned the Accredited Investment Fiduciary […]
Read More
Date: June 26, 2023
Bearish Trend Playing Out – Bonds Need to Shape Up
On Tuesday I discussed a few reasons why this week would be challenging for the bulls in Post Expiration Gives Some Ammo to The Bears. With the exception of Thursday, the holiday-shortened week has been weak with the bears have something to latch on to. I do like it when the market cooperates with the trends. Pre-market trading indicates a weak opening after Thursday’s bounce back. I do not believe the bull market has ended. Let’s get that out of […]
Read More
Date: June 23, 2023
