Article Category: Primary Trend

The End is Near

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You probably saw the title of this article and assumed I was talking about the bull market, and that may be the case too, but it’s actually in reference to my weekly market analysis provided through Sigma Point Capital. Today will be the last article that goes out, at least for a while. I’m sure this comes as a big surprise, and you probably have many questions, so please allow me to explain.


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Posted in: Asset Allocation Gold Primary Trend Psychology Recessions Sectors Stocks

The Best Place to Hide

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I want to begin today with a look at ACWI - the All-Country World Index ETF, which you can see in the top panel below. This ETF tracks the MSCI benchmark and provides exposure to large and mid-cap companies across 23 developed markets and 24 emerging markets. Approximately 85% of investable global equities are included in this index.


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Posted in: Asset Allocation Dollar Dow Theory Global Growth PMI Data Primary Trend

The Global Growth Saga Continues

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Over the last few months we’ve talked a lot about the idea that it is global growth, as opposed to domestic growth, that is presenting the biggest challenges for financial markets. Unfortunately, that message remains relatively unchanged, and is creating a mixed picture for investors.

Let’s begin with a look at economic conditions abroad, and then we’ll circle back to some the not-so-bad developments here in the States.


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Posted in: Economy Global Growth PMI Data Primary Trend Recessions Volatility

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