Economy
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Jeremy Siegel: Tax Cuts to Boost Earnings
Commenting on the current state of the markets, Jeremy Siegel said the tax cuts,...
- Posted December 5, 2016
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Marc Faber Sees a Good Contagion from Brexit
CNBC reports Marc Faber, editor of the Gloom, Boom & Doom Report, believes Brexit...
- Posted June 26, 2016
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Tobias Levkovich Discusses Benefits to the Economy of the Oil Crash
Tobias Levkovich, Chief U.S. equity strategist at Citigroup, was on CNBC yesterday and discussed...
- Posted January 26, 2016
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Marc Faber Expects a Bear Market to Unfold
During an interview with Fox Business News Network's Maria Bartiromo, longtime market observer Marc...
- Posted August 20, 2015
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Jim Paulsen and Jeffrey Kleintop on World Economic Bounce and Greece
Jim Paulsen, Wells Capital Management, and Jeffrey Kleintop, Charles Schwab, provided their views on...
- Posted June 15, 2015
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Commodities Approach Previous Area of Bottoming
The blog The Short Side of Long has posted a chart demonstrating the devastation...
- Posted March 19, 2015
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The Baltic Dry Index is Hitting Multi-Year Lows
Recently, the Baltic Dry Index (BDI), which measures changes in the cost to transport...
- Posted February 5, 2015
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Latest News
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Going Off the Rails
Today I made wholesale changes to the SMA Portfolio; now...
- March 23, 2020
- 1
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Costamare Added to the SMA Portfolio
Fears of a worldwide economic slowdown due to the Coronavirus...
- February 21, 2020
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Antero Midstream Added to the SMA Portfolio
Antero Midstream Corporation (AM) was added to the SMA Portfolio...
- October 4, 2019
- 0
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Jeremy Siegel: Tax Cuts to Boost Earnings
Commenting on the current state of the markets, Jeremy Siegel...
- December 5, 2016
- 0
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Marc Faber Sees a Good Contagion from Brexit
CNBC reports Marc Faber, editor of the Gloom, Boom &...
- June 26, 2016
- 0
Don't Miss Out On These Free Updates!
Indexes, Currencies, Commodities & Rates
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iShares Silver Mining ETF Allocation Increased
The price of silver has been declining due to...
- March 30, 2021
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Rich Bernstein Negative on Tech as Rates Rise
Rich Bernstein, CEO and CIO of Richard Bernstein Advisors,...
- March 18, 2021
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Is the Retirement Crisis Really a Crisis?
PBS Frontline recently presented a documentary called “The Retirement...
- April 25, 2013
- 12
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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
- 8
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Bill Ackman Thinks Diversification is for the Lazy
Bill Ackman made a speech at the Active/Passive Investor...
- March 4, 2010
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T.T.S. Fear Index
Date | Index | SMA Comment |
1/20/2021 | 2.3 | Massive stimulus and Fed support have nearly eliminated fear |
3/23/2020 | 7.0 | Coronavirus and oil price war panic investors to the highest level of fear since October 2011 |
12/26/2019 | 2.3 | Lowest level of fear in nearly two years (January 2018) |
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 February 24, 2021
Index/Portfolio | YTD % |
SMA Portfolio | 18.7% |
S&P 500 | 4.8% |
U. S. Small Caps | 12.2% |
Total U. S. Stock Market | 6.0% |
Total Int'l Stock Market | 6.0% |
Total U. S. Bond Market | -2.4% |