Demographics
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Liz Ann Sonders and Scott Minerd Poo Poo Demographic Concerns
Liz Ann Sonders, chief investment strategist at Charles Schwab, and Scott Minerd, chief investment...
- Posted April 3, 2013
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Investing Links of Interest – April 1, 2013
USA Today’s Mike Krantz reports the stock market is shrinking as firms are delisted,...
- Posted April 1, 2013
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John Bogle Discloses His Personal Asset Allocation
Speaking to CNBC’s Mandy Drury yesterday, John Bogle, founder of the Vanguard Group, said...
- Posted March 13, 2013
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Alan Greenspan: Stock Prices are a Major Factor in Economic Activity
Alan Greenspan was on CNBC with Maria Bartiromo yesterday commenting on the odds of...
- Posted February 16, 2013
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Matt King’s Sobering Chart Demonstrates Demographic Challenges Ahead
Matt King, Citigroup’s Global Head of Credit Strategy, has created what he refers to...
- Posted December 10, 2012
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Jeremy Grantham’s Road to Zero Growth
The latest quarterly letter by GMO’s Jeremy Grantham was released this week. He paints...
- Posted November 21, 2012
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Harry Dent and Ron Insana Debate Influence of Demographics on Markets
Harry Dent, economic expert and founder of H S Dent, was interviewed on CNBC...
- Posted November 10, 2012
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Latest News
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Harry Dent – Dow Downside Target 6,000
Yet again, Harry Dent warned CNBC viewers the U. S....
- March 5, 2014
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Investing Links of Interest – May 12, 2013
James Altucher, writing at Seeking Alpha, has been bullish in...
- May 12, 2013
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Is the Retirement Crisis Really a Crisis?
PBS Frontline recently presented a documentary called “The Retirement Gamble”...
- April 25, 2013
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Liz Ann Sonders and Scott Minerd Poo Poo Demographic Concerns
Liz Ann Sonders, chief investment strategist at Charles Schwab, and...
- April 3, 2013
- 0
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Investing Links of Interest – April 1, 2013
USA Today’s Mike Krantz reports the stock market is shrinking...
- April 1, 2013
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Indexes, Currencies, Commodities & Rates
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Delphi Technologies Removed from the SMA Portfolio
London based auto equipment manufacturer Delphi Technologies (DLPH) was...
- December 6, 2019
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Global X MLP ETF Allocation Increased
A trade war related sell-off today created an opportunity...
- December 3, 2019
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Jeff Saut: Market Can Continue to Rise in December
Capital Wealth Planning chief investment strategist Jeff Saut was...
- December 2, 2019
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Is the Retirement Crisis Really a Crisis?
PBS Frontline recently presented a documentary called “The Retirement...
- April 25, 2013
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Alarming Chart of the Stock Markets of 1987 and 2012-2013
Several days ago I posted a chart showing the...
- May 22, 2013
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Gary Shilling’s Favorite Investment: 30 Year Treasuries
Larry Kudlow interviewed Gary Shilling last week. Shilling continues...
- June 23, 2011
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T.T.S. Fear Index
Date | Index | SMA Comment |
11/8/2019 | 2.7 | Lowest level of fear since February suggesting caution is warranted |
12/21/2018 | 6.7 | Raised fears likely setting up a buying opportunity |
1/11/2018 | 1.8 | Unusually low fear could mean we're near the top in valuations |
1/13/16 | 6.3 | Terrible start to 2016 raised fears |
10/3/11 | 8.5 | A good tradable bottom (S&P 500 @ 1,085) based on lots of nonsense |
3/9/09 | 7.0 | Market bottom (S&P 500 @ 666); end of the world was nigh |
10/27/08 | 8.8 | Market had dropped 28% in 5 weeks, Paulson pulled out all stops to save Wall Street bankers |
10/12/07 | 3.2 | Market top (S&P 500 @ 1,562); worldwide housing bubble pricked |
Year-to-Date Performance as of Sept. 30, 2019
Index/Portfolio | YTD % |
SMA Portfolio | 3.6% |
S&P 500 | 20.6% |
U. S. Small Caps | 17.8% |
Total U. S. Stock Market | 20.0% |
Total Int'l Stock Market | 11.8% |
Total U. S. Bond Market | 8.6% |