Fixed Income Investing
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Jeff Gundlach: “The Situation has Changed”
Jeffrey Gundlach, chief executive officer of Doubleline Capital, told Reuters on Thursday, "The last...
- Posted October 5, 2018
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Mary Ann Bartels Explains The Thesis of the Secular Bull
Mary Ann Bartels, CIO at Bank of America - Merrill Lynch, was interviewed by...
- Posted January 7, 2018
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Carl Icahn Warns of Risk in Stocks and High Yield Bonds
Carl Icahn, reknowned for his large net worth ($23.3 billion) and investor activism, was...
- Posted June 25, 2015
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2013 Performance Review
Given the dismal performance of the SMA Portfolio in 2013 I've contemplated abandoning the...
- Posted June 30, 2014
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Michael Belkin’s Trade of the Year
Michael Belkin, author of The Belkin Report and former vice president at Salomon Brothers'...
- Posted March 23, 2014
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Robert Amodeo and Robert DiMella Provide Insight Into the Muni Bond Market
For those interested in the investment opportunities available in the municipal bond market, a...
- Posted February 21, 2014
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SGL Added to SMA Portfolio
As mentioned in a previous post regarding the opportunity in closed-end funds , a...
- Posted January 2, 2014
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Latest News
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Vanguard Total Bond ETF Sold
The entire position in the Vanguard Total Bond Market ETF...
- February 14, 2020
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Bold Contrarian Move Part Two
As noted in yesterday's post I'm implementing a bold contrarian...
- February 12, 2020
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Preparing for a Bold Move
In my opinion, the current bifurcated market has created an...
- February 11, 2020
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Jeff Gundlach: “The Situation has Changed”
Jeffrey Gundlach, chief executive officer of Doubleline Capital, told Reuters...
- October 5, 2018
- 2
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Mary Ann Bartels Explains The Thesis of the Secular Bull
Mary Ann Bartels, CIO at Bank of America - Merrill...
- January 7, 2018
- 0
Don't Miss Out On These Free Updates!
Indexes, Currencies, Commodities & Rates
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iShares Global REIT ETF Sold
Investor euphoria/greed has been elevated with the extension of...
- January 20, 2021
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iShares Silver Mining ETF Increased
With interest rates creeping up and the US Dollar...
- January 12, 2021
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iShares Silver Miners ETF Added
The iShares MSCI Global Silver Miners ETF (SLVP) was...
- December 21, 2020
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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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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 January 15, 2021
Index/Portfolio | YTD % |
SMA Portfolio | 8.5% |
S&P 500 | 1.1% |
U. S. Small Caps | 6.9% |
Total U. S. Stock Market | 2.1% |
Total Int'l Stock Market | 4.4% |
Total U. S. Bond Market | -1.1% |