The stock market is adapting to a new macro situation, wherein the leading perception is that the U.S. economy is…
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The 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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