The stock market is adapting to a new macro situation, wherein the leading perception is that the U.S. economy is…
Continue ReadingThe Most Important Chart of the Decade
We just witnessed the only recession in the history of this planet where the personal savings rate hit a 50-year…
Continue ReadingThe Employment Situation is Far Worse than the Unemployment Rate Indicates
The headline unemployment rate of 6.2% significantly understates the current situation. Here is a table that shows the current number…
Continue ReadingDivergences Don’t End The Long-Term Journey – Part 2 of 2
In last weekend’s Part 1 of 2, I discussed what divergences are and provided an analogy. Divergences can flash a…
Continue ReadingMarch 6 COVID-19 Test Results and Vaccinations
SPECIAL NOTE: The Covid Tracking Project will end daily updates on March 7th. From Bloomberg on vaccinations as of Mar…
Continue ReadingWeek Ahead: These Signs Show Possibilities Of NIFTY Slipping In Broad Consolidation; This Index Moves Back Inside The Leading Quadrant On RRG
Both the trend and the sentiment in the equity markets stayed affected due to a spike in the US Treasury…
Continue ReadingSchedule for Week of March 7, 2021
This will be a light week for economic data. The key report scheduled for this week is February CPI. —–…
Continue ReadingWhy ETFs Are Best-Of-Breed For Only 50% Of Your Asset Classes
This is an update to an important blog I wrote three years ago. Investors have once again been misled by…
Continue ReadingAfter 13 Years, a Key Multi-Year Sector Relationship May be Reversing – and Could Have Enormous Implications
Technology, as reflected in the tech-dominated NASDAQ Composite, peaked as a group in 2000 and sank in popularity for the…
Continue ReadingDecisionPoint “Golden Cross” Index
We have seen the Golden Cross Index (GCI) sitting at its “all-time high” (data since 2017) for some time. Today,…
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